Section 06A – Advanced searching using Keywords

  • Created:
  • / Author: Mai Dowdie

Quick Search & Advanced Search

Introduction

You may use a Quick Search or an Advanced Search to locate files in Stafftrak.

QUICK SEARCH

1

On the main screen of Stafftrak, click in the quick search text box and type in your desired criteria.

Searchable Field

What Criteria to Type

Person Name

Enter all or part of the Person’s Name Example: first (space) last

Person ID #

Enter the Person ID (no need to enter the letters or zeros)

SIN #

Enter all 9 digits of the SIN – Do not use spaces or dashes

Phone #

Enter all 10 digits of the phone number – Do not use spaces or dashes

Email

Enter the full email address

2nd Emp#

Enter the assigned second employee number

Swipe Card ID

Enter the swipe card ID number

%

Wildcard to show all

2

Select P for Person; C for Company; or O for Order.

3

If there is only 1 match, that file will directly appear. If there are many matches, a results list shows. Hover over the desired result (it turns orange in color). Select to open that file.

4

Note: Hover over the column heading and notice it too turns orange. Select it and it will sort (A-Z) based upon that column of data. Select the column heading a second time and it will reverse sort (Z-A).

To locate all results, use the “ % “ symbol as your search criteria. This will act as a ‘wildcard’.

ADVANCED SEARCH

1

On the main screen of Stafftrak, next to the quick search text box, select P for Person; C for Company; or O for Order.

2

Within each – P, C, O – review the drop-down options showing what you may use as criteria drill-down.

3

Checkbox options determine what area within Stafftrak you are searching. For example, Notes would search within the Quick Notes area, Files searches through attached documents of the file. These options make the Search much more pin-pointed and robust.

Checkbox

What area of Stafftrak is being Searched

Info

Defaults to this, the area where name, address appear on the file.

Profile

Interview Notes

Notes

Quick Notes

Files

Documents attached to the file

Skills

Skills that are attached to the file

4

After you have made your Search selections, to see Search results, click the magnifying glass.

5

Select the Export button to have resulting Search data downloaded in a Microsoft Excel file.

Graphical user interface, application, Word Description automatically generated