The results of a Super search query can be shared with other users or external contacts via email by creating a Scheduled Email. To create a Scheduled Email go to Main Menu > System Setup > Data > Super Search > Action > Create Scheduled Email. � This will send a scheduled email, based on the criteria selected, with the Supersearch information as an attachment. For further information on creating�scheduled email, please visit the following link�Create Scheduled Emails.�
The results of a Super search query can be shared with other users or external contacts via email by creating a Scheduled Email. To create a Scheduled Email go to Main Menu > System Setup > Data > Super Search > Action > Create Scheduled Email. � This will send a scheduled email, based on the criteria selected, with the Supersearch information as an attachment. For further information on creating�scheduled email, please visit the following link�Create Scheduled Emails.�
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Creating a Super Search� The Super Search function allows users to create a query based on the selected criteria. You can create a Super Search based on the following data sets (some are configurable based upon system settings): Item, Report, Job, Site, Customer, Personnel, Scheduler, Medical, Form - Training & Form - Job.� To create a new query, go to Main Menu > System Setup > Data > Super Search > +Create New Super Search > [Select a data set] > Create. � � This will bring up details of a
Creating a Super Search� The Super Search function allows users to create a query based on the selected criteria. You can create a Super Search based on the following data sets (some are configurable based upon system settings): Item, Report, Job, ...
Super Search�function can be utilised for reporting upon various types of data. The reports that are created can be sent to selected recipients via automated emails. You can schedule your reports to be automatically sent to the desired recipients. � For further information on Super Search function, please visit the following link�Super Search.� Once a Super Search has been created go to Main Menu > System Setup > Data > Super Search. � Existing Super Searches are listed under the My Quer
Super Search�function can be utilised for reporting upon various types of data. The reports that are created can be sent to selected recipients via automated emails. You can schedule your reports to be automatically sent to the desired recipients. � ...
To create Agents login go to Main Menu > System Setup > Access > Logins > +Create. Enter a Username�and�Password into the free text field which will be used to access the system. � The�Name (Full name) and Email Address of the Agent must be entered into the free text field. � The Agent Usergroup must be selected from the Dropdown menu. For further information on creating New Usergroups, please visit the following link�Creating Usergroup. � A Division that the Login is associated with
To create Agents login go to Main Menu > System Setup > Access > Logins > +Create. Enter a Username�and�Password into the free text field which will be used to access the system. � The�Name (Full name) and Email Address of the Agent must be entered ...
Create a Scheduled Email To create Scheduled Emails go to Main Menu > System Setup > Data > Scheduled Emails.� The Create (Schedule)�option is used when an email is to be sent at a specific time or frequency; Any of the other Trigger options are used to send an email when the related system action is met i.e. a Job is ended will make any emails created using the Create (Job Completed) trigger send. The Name of the Scheduled Task can be entered in the free text field.� If this
Create a Scheduled Email To create Scheduled Emails go to Main Menu > System Setup > Data > Scheduled Emails.� The Create (Schedule)�option is used when an email is to be sent at a specific time or frequency; Any of the other Trigger options are used ...
To create Report Dates go to Main Menu > System Setup > Report Setup > Report Types >select required Report > Dates. Select + New Date Type to open an additional field where the�Name of the New Date Type can be entered into free text field.� This Date Type can then be selected and associated with a Cycle if required. For further information on creating Cycles, please visit the following link�Creating Cycles. When Disable Free Type is checked, expiry date fields will display the
To create Report Dates go to Main Menu > System Setup > Report Setup > Report Types >select required Report > Dates. Select + New Date Type to open an additional field where the�Name of the New Date Type can be entered into free text field.� This ...