Tip -- Save Time, Save your Search
By Kyle Adamo, Windmill Software
Using search in TheWorxHub is something you do daily. Search
allows you to find historical work orders, or to easily specify
precisely the records you want to view across your entire database.
Some searches are done frequently enough that it's worth
investigating our Saved Search feature.
Saved searches allow you to save a set of filters used to
retrieve records, so the next time you want to run an identical
search, you don't need to select all of the filters used to find
those records. This can save you many mouse-clicks and precious
time. In this blog, I'll cover How to Create a
Saved Search as well as 5 Great
Saved Search Ideas.
We've mined data in TheWorxHub to see in what areas saved
searches are the most popular.
Here's How to Create a Saved Search
- Visit the search tab for an area you wish to look up
- Apply the needed filters.
- Click Search Now to see the results to confirm that
you've set your filters correctly.
- Type in a Saved Search Name.
- Click the Save button.
The next time you return to this tab, you can select this saved
search from the Saved Search drop-down, then click the magnifying
glass - -
to execute this search.
Tip: You cannot edit a saved search. To
change a saved search, first delete it using the trash can button -
- then recreate it and save it.
5 Saved Search Ideas
Work Order Search - Open Compliance Work Orders
A frequent search we hear customers create involves finding all
open work orders for a specific department that are compliance
- Click Search > Work Orders
- Filter on which Departments you'd like
- Filter on Source of Work, select Compliance.
- Filter on Status, select In-Progress and On-Hold
Work Order Search - All Overdue Emergencies
For quality improvement initiatives, many customers have
suggested creating a saved search that helps you quickly find all
work that was deemed an emergency, which were overdue. You can
investigate these work order to identify the root cause and take
- Filter on Priority, select Emergency priority
- Click Advanced Filters, click Overdue
Location/Resident - All Vacant Resident Units
We often hear a request from customers to find all resident
units that are currently vacant.
- Click Search > Location Residents
- Filter on Location Type, select Resident Location (or multiple
entries which represent your resident locations)
- Filter on Occupied, select Unoccupied
- Filter on Care Level if necessary. Often you might just care
about Independent Living, or Assisted Living. You can use this
filter to specify.
Staff/Contractors - Get a List of all Staff 'Requestors'
To review the list of all staff who are given access as a
'Requestor' in TheWorxHub. A requestor is someone who can only add
- Filter on Type, select Staff
- Filter on Role, select Requestors
QA Surveys - All Surveys with Score under 80%
If you're using the QA & Surveys app, there is a quick way
to review all surveys under a certain acceptable score.
- Filter on Status, select Complete
- Filter on Survey Score Range, enter a range of 0 to 79
We Want to Hear from You
Do you have a great saved search that you use frequently? Post
your ideas in the comments section below to help inspire others to
work smarter with TheWorxHub!
This entry was written by Tuesday, February 19, 2013
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