Searching & Selecting
- Julie Doyle-Whitelock (Deactivated)
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.
| 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
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:
|
Job Stage | Filter the search results by ticking the required job stage options. Standard selections include:
|
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:
|
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:
|
Allocation | Filter the search results by ticking the required allocation options. Standard selections include:
|
Availability | Filter the search results by ticking the required availability options. Standard selections include:
|
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. |