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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.


MenuToolbarShortcut
File > Search

F4

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The Search dialog contains a number of popup buttons.

Warning

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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 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.

Tip

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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
titleExample

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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:

  • Active
  • Cancelled
  • Hold
  • Deleted
  • Pending Cancellation
  • Inactive

Job Stage

Filter the search results by ticking the required job stage options. Standard selections include: 

  • Pre-Administration
  • Administration
  • Construction
  • Maintenance

All Region/Divs.

Filter the search results by ticking to include all regions/divisions.

Info
Note: Selecting
Selecting a job from the Search Results list that is from a different region/division will automatically transfer the user to the region/division of the selected job.


Team

Filter the search results by selecting a team.

Search Results List

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.

Tip

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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.

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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: 

  • Active
  • Cancelled
  • Hold
  • Deleted
  • Pending Cancellation
  • Inactive

All Region/Divs.

Filter the search results by ticking to include all regions/divisions.

Info
Note: Selecting
Selecting a client from the Search Results list that is from a different region/division will automatically transfer the user to the region/division of the selected client.


Search Results List

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Tip

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: 

  • Enterprise Land
  • Client Land

Allocation

Filter the search results by ticking the required allocation options. Standard selections include: 

  • Unallocated
  • Allocated To File

Availability

Filter the search results by ticking the required availability options. Standard selections include: 

  • Available For Sale
  • Unavailable

All Region/Divs.

Filter the search results by ticking to include all regions/divisions.

Info
Note: Selecting
Selecting land from the Search Results list that is from a different region/division will automatically transfer the user to the region/division of the selected land.


Search Results List

Tip

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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.

Info
Note: The
The land is not linked to a region/division until it is allocated to a job, therefore theRegion/Division field will not always contain data.


Estate

Estate to which the returned result belongs.

Avail.

Available status for the returned result.

File

Number of files associated to the returned result.

Info
Note: The 
The File Number field will be blank if the Land is not allocated to a job.


Job

Number of the job for the returned search result.

Info
Note: The 
The Job Number field will be blank if the land is not allocated to a job.


Client Name

Name of the client for the returned result.

Info
Note: The 
The Client Name field will be blank if the land is not allocated to a job.