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The Select Job dialog allows users in Production Management to enter a known job number for quick selection. Should the required job not be found, the Search button can be clicked to open the Search dialog for a more detailed search.
Selecting A Job
| Menu | Toolbar | Shortcut |
|---|---|---|
| File > Select |
| F3 |
Searching
The Search dialog allows users to search for a client using a number of search criteria. Change the search criteria if the required client is not found.
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| Info |
|---|
| All search criteria is case insensitive. |
| Menu | Toolbar | Shortcut |
|---|---|---|
| File > Search |
| F4 |
Performing A Search
- From the File menu, select Search. The Search dialog will be displayed.Press F4.
- Enter the search criteria.
- Click Search.
- From the Search Results list, select an item.
- Click OK. The Search dialog will close and the selected client will be displayed in the context bar.
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The Search dialog contains a number of popup buttons.
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| Warning |
|---|
If users access a client from a different region/division, the user is logged out of the current one and into the second region/division. The status bar at the bottom of the screen displays your current region/division. |
Search Buttons | Description |
|---|---|
| Click to return all search criteria to default. |
| Click to remove all entered search criteria. |
| Click to populate the Search Results list based on the entered criteria. |
| After highlighting a client in the Search Results list, click OK to select that client. The Context Bar (see Context Bar ) will update with the new client's details. |
| Click to close the Search dialog. |
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The Job tab is used to search for and select jobs and/or clients in the Production Management module of Framework ECM.
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| Tip |
|---|
The most recent search criteria selections entered by a user remain until the system is exited. |
Clicking allows users to search anywhere within a field. The icon changes to when selected.
| Info | ||
|---|---|---|
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| If using the search within a field function, typing the letters th into the Client Name field will return results such as Matheson, Smith, Thuan, etc. |
Enter Search Criteria Group
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Field | Description | ||
|---|---|---|---|
Job Status | Filter the search results by ticking the required job status options. Standard selections include:
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Job Stage | Filter the search results by ticking the required job stage options. Standard selections include:
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All Region/Divs. | Filter the search results by ticking to include all regions/divisions.
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Team | Filter the search results by selecting a team. |
Search Results List
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| Tip |
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The Search Results list can be sorted by clicking a column header. |
Column | Description |
|---|---|
Job | Number of the job for the returned search result. |
Client Name | Name of the client for the returned result. |
Job Address | Address of the job for the returned result. |
Region/Div | Region/division to which the returned result belongs. |
Team | Team associated with the returned result. |
Major Stage | Major stage of the job for the returned result. |
Minor Stage | Minor stage of the job for the returned result. |
Status | Status of the job for the returned result. |
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The Recent Jobs tab provides users with quick access to the last twenty jobs accessed by the user. This tab is only available in the Production Management module of Framework ECM.
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| Tip |
|---|
The most recent search criteria selections entered by a user remain until the system is exited. |
Most Recently Accessed Jobs List
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The Client tab is used to search for and select clients in the Client and Contact Management module of Framework ECM.
Tip: The most recent search criteria selections entered by a user remain until the system is exited.
Enter Name/Number/Contact Surname Group
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Field | Description | ||
|---|---|---|---|
Client Status | Filter the search results by ticking the required client status options. Standard selections include:
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All Region/Divs. | Filter the search results by ticking to include all regions/divisions.
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Search Results List
| Tip |
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The Search Results list can be sorted by clicking a column header. |
Column | Description |
|---|---|
Client # | Number of the client for the returned search result. |
Client Name | Name of the client for the returned result. |
Address | Address of the client for the returned result. |
Region/Div | Region/division to which the returned result belongs. |
Files | Number of files associated with the returned result. |
Priority | Priority of the job for the returned result. |
Status | Status of the job for the returned result. |
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The Land tab is used to search for and select land in the Land Management module of Framework ECM.
Tip: The most recent search criteria selections entered by a user remain until the system is exited.
Enter Land Search Criteria Group
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Field | Description | ||
|---|---|---|---|
Control Type | Filter the search results by ticking the required control type options. Standard selections include:
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Allocation | Filter the search results by ticking the required allocation options. Standard selections include:
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Availability | Filter the search results by ticking the required availability options. Standard selections include:
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All Region/Divs. | Filter the search results by ticking to include all regions/divisions. Note: Selecting
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Search Results List
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| Tip |
|---|
The Search Results list can be sorted by clicking a column header. |
Column | Description | ||
|---|---|---|---|
Land Address | Address of the land for the returned result. | ||
Region/Div | Region/division to which the returned result belongs. Note: The
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Estate | Estate to which the returned result belongs. | ||
Avail. | Available status for the returned result. | ||
File | Number of files associated to the returned result. Note: The
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Job | Number of the job for the returned search result.
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Client Name | Name of the client for the returned result.
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