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 | Jobs only appear in Approval Manager if you also have Job Manager installed. |
You can search for and display any job in the database by using the Find Jobs page located on the Jobs tab. For information on working with search results, see Find Jobs - Search Results.
Additional information on searching is available in Searching for Information.
| New Job | Opens the New Job Page for creating a new Job. |
| Find Jobs | Opens the Find Jobs - Search Definition page for searching for Jobs. |
| Find Name | The name of the current find. This appears only when a saved find has been opened. |
| Clear | Clears all the search conditions. If a find has been opened, it will be closed. |
| Save | Saves the definition of the current find for future use. Appears only if a saved find is currently open. |
| Save As | Opens the Save As dialog for saving the current find. If a saved find is already open, you can save the find with a new name. |
| Delete | Deletes the currently opened saved find. Appears only if a saved find is open. |
| Open | Open a previously saved find. |
| Search | Use the currently defined search conditions to search the database for Jobs. |
| New Window | Opens the currently displayed page in a new browser window. |
| Search Definition | Fields for defining the conditions by which you will search the database for Jobs. |
Searching for Jobs
- Open the Find Jobs page if it is not already open.
- Construct your search logic. Refer to Using Standard Searches for more information on search logic.
- Click Search (
). The search will be conducted. Results of the search will be displayed. See Find Jobs - Search Results for more information.
Clearing Search Conditions
1. After you perform a search on the Find Customers page, a list of results will be displayed.
2. Click Clear on this page. Any information in the search condition fields will be cleared.
Saving Searches for Reuse
- Open the Find Jobs page and define your search.
- Click Save As. A Save As window will appear.
- Type a name for the search in the Name field.
- Click OK (
). The Save As window will close and the search will be saved to the database for future use.
Note: Saved searches are available only for the user that creates them. You cannot make saved searches available for other users.
Opening a Saved Search
- Open the Find Jobs page if it is not already open.
- Click Open. A drop-down list of previously saved searches will appear.
- Select a find from the list. The find will open, displaying the search details in the Find Jobs page.
- Click Search (
) to conduct the search.
Deleting a Saved Search
1. Open the saved search that you want to delete.
2. Click Delete. A confirmation dialog will appear.
3. Click OK. The saved search will be deleted from the database and will no longer be available for use.
Resaving a Saved Search with a New Name
At times, you may want to save an existing search with a new name. This is often done when you want to use one search as the basis for another.
- Open a saved search.
- Optional: Make any changes to the search definition you require.
- Click Save As. A Save As window will appear.
- Type a name for the search in the Name field.
- Click OK (
). The Save As window will close and the search will be saved to the database for future use.
Saving Changes to a Previously Saved Search
If you make changes to a previously saved search, you can save those changes by following these steps.
1. Open a saved search by clicking open and selecting one of the saved search (also called finds) in the drop-down menu.
2. Make any changes necessary to the search logic.
 | See Using Standard Searches for more information on defining search logic. |
3. Click Save under the page header. The search will be saved to the database and will be available for future use.