The ‘Contractor Data Search’ is a way of creating a very specific, detailed report from within the system, it also allows the report to be saved for future use. It is available from the tabs along the top of the interface.
The main screen will display a list of pre-set searches (if any have been set up), along with any other customised searches which a user may have saved. Each one of these can be identified through the search name and description, and can be run by clicking the magnifying glass in the ‘View’ column, to view the search results.
Once a search has been run, the data will be displayed in the main system window and can be exported through use of the function on the lower light blue bar at the top right-hand side of the screen.
If you wish to create a new search, click ‘Contractor Search’ on the light blue toolbar, and a new popup window will be displayed.
There are several different types of search available within the Contractor Search’ depending on the modules subscribed to. These include:
Actions with Contractors
Jobs with Contractors
Contractors and Permits
The search wizard will take you through a number of fields where you can select which information you wish to include in the report including Contractor Event types, Contractor Event status. The search can also be filtered by property or properties and property data fields as well as by users.
The search can be done as a one-off search if required or it can be saved by selecting this option.
The name of the search can be entered as well as a description of what the search shows. You can choose to save the search so that it is available to only your log in or you can choose to make it available for your user group or for other user groups.