Engagement Advanced Search Options
This table describes the advanced search options for the engagement
category.
Option | Description |
---|---|
Worker | Filter by the worker name. Enter text in the field for the worker's name. The application suggests workers associated with the client organization. |
Job Title | Filter by the job title. Enter the job title. |
Supplier | Filter by the supplier name. |
State/Province | Filter by the state/province. Only configured client locations appear in the drop down. |
City/Town | Filter by the city/town. The options in the drop down depend on the selection in the State/Province drop down. |
MSP Contact | Filter by the MSPs associated with the client organization. |
Manager | Filter by the client manager's name. |
Department | Filter by the department. Enter the department name. |
Date Range | Filter by a date range. From the drop down, select from the
following:
If you make a selection, you can enter a date range using the From and To, although this input is not required for the filter. |
Op Unit | Filter by the operational unit in the client organization. |
Custom Fields | Filter by configured custom fields. Available custom field definitions depend on the operational unit (OpUnit). If the client organization has OpUnits configured with OpUnit level custom fields, select the OpUnit first. This option must be enabled at the client organization level to display in the Advanced Search. See Client Settings. |
Status | Filter by the status. Using the check boxes, select one or many statuses for the filter. |
Type | Filter by the requisition/engagement type. Using the check boxes, select one or many types for the filters. |
Status Reason | Filter by the status reason. You can only select one reason for each search. |
PO# | Filter by a purchase order number. |