Select Job

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.

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.

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.
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.

Search Buttons

The Search dialog contains a number of popup buttons.

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.

The Search dialog will vary depending on whether it is being used in Production, Client Management or Land Management.

Search Dialog - Job Tab

The Job tab is used to search for and select jobs and/or clients in the Production Management module of Framework ECM.

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.

Example

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

Field	Description
Client Name	Search using the client name.
Contact Surname	Search using the contact surname.
Street Name	Search using the street name.
Lot No./Street No.	Lot No.: Search using the lot number. Street No.: Search using the street number.
Suburb	Search using the suburb.
Estate/Stage	Estate: Search using the estate. Stage: Search using the current stage.
House Type	Search using the house type.
Job Number	Search using the job number.

Select Criteria/Sort Order Group

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. 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

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.

Search Dialog - Recent Jobs Tab

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.

The most recent search criteria selections entered by a user remain until the system is exited.

Most Recently Accessed Jobs List

Column	Description
Job #	Number of the job.
Client Name	Name of the client.
Job Address	Address of the job.
Region/Div	Region/division of the job.
Major Stage	Major stage of the job.
Minor Stage	Minor stage of the job.
Status	Status of the job.

Search Dialog - Client Tab

The Client tab is used to search for and select clients in the Client and Contact Management module of Framework ECM.

Enter Name/Number/Contact Surname Group

Field	Description
Client Name	Search using the client name.
Client Number	Search using the client number.
Contact Surname	Search using the contact surname.
Street Name	Search using the client address.

Select Criteria/Sort Order Group

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.

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

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.

Search Dialog - Land Tab

The Land tab is used to search for and select land in the Land Management module of Framework ECM.

Enter Land Search Criteria Group

Field	Description
Street Name	Search using the street name.
Lot Number	Search using the lot number.
Suburb	Search using the suburb.
Municipality	Search using the municipality.
Estate	Search using the estate.

Select Criteria/Sort Order Group

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. 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

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

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