Searching

Throughout FastTrack360, search options are available within modules to provide you with the ability to locate records, batches and transactions.

Where searching is relevant to a module, or component of a module, the Search screen is the first screen to display. For example, where you navigate to the Parent component via the left hand menu (Recruitment Manager > Organisation > Parent), on selection of Parent, the search screen displays on the right.

Within Front Office, where a user has permission to Add a Parent, Client, Job or Candidate record, the Add action displays above the search result section.

You can also quickly navigate to many of the Front Office search screens via the Quick Access section in the Dashboard.

Where a search screen contains items for Country , Brand, Region and Office please be aware that filters may not work top down as expected. For example there is also no direct link between Brand and Region and they are only associated with each other by the Office that they are assigned to. As such, where the Brand item is selected, this will not filter the Region to only include regions that are associated to the Brand by Office - all Regions will display for selection. Where there are no offices linked to the Brand and Region combination, zero values will display. We suggest selecting the ‘Any’ option if you are not sure of the Brand and Region associated with the Offices.

Search Criterion

Within search screens, search criterion can be applied to refine results.

Search criteria may be separated into categories via tabs within the search function. Select the tab name to view the items available.

Some fields, like the Client Profile field, are used for finding text that contains specific keywords. Simply type in the word(s) or part of the word to find records with matching items.
To return search criterion applied to the default settings, select Reset.

Once criterion has been applied, the Search action is clicked to run the query. Results that match, display below the search criterion, in a Result List.

Search Results

From a search result list, users may be able to perform actions, for example:

Open a record where the record is a hotlink
Select a record. Selection of one or more records flags them for inclusion in additional actions, for example, email / sms.
From Middle / Back Office, where applicable:
- View, Edit Delete
- Queue / execute other relevant actions

Search Candidate

The Search Candidate screen has the following additional features: