Skill/Competency Search

You can search for a fieldworker/s based on the skills or competencies they have, in combination with their inductions, employment type (casual, permanent etc.), user tag/s, supplier and availability on a particular date.

Search for fieldworkers by skill

You can enter multiple search criteria or you can leave one or more of the search fields blank. If you click the Search button without entering anything in any of the search fields, the search results will be a list of all fieldworkers.

  1. Click Users > Search to see the search criteria fields.
  2. Click on the Skills tab to search for fieldworkers based on their skills.
  3. If you want to limit the search results based on skills that the workers have, enter one or more skills by selecting from the drop-down list. Click on the X next to a skill to remove it.
  4. If you want to limit the search results based on inductions that the workers have, enter one or more inductions by selecting from the dropdown list. Click on the X next to an induction to remove it.
  5. If you want to limit the search results based on the workers‘ employment type (casual, permanent, etc.) enter one or more employment types by selecting from the dropdown list. Click on the X next to an employment type to remove it.
  6. If you want to limit the search to workers from a particular supplier, select the supplier from the dropdown list. Change it back to ‘Select supplier’ to remove it.
  7. If you want the search results to display the workers‘ availability on a specific date, click to select an allocation date from the calendar box. If not, you can click ‘clear’ in the calendar box to leave the date blank.
  8. If you want to limit the search to workers with a particular user tag/s, select one or more user tags from the dropdown list. Click on the X next to a user tag to remove it.
  9. Click the Search button to display a list of workers that match the criteria you have entered in the search fields.

Search for fieldworkers by competency

You can enter multiple search criteria or you can leave one or more of the search fields blank. If you click the Search button without entering anything in any of the search fields, the search results will be a list of all fieldworkers.

  1. Click Users > Search to see the search criteria fields.
  2. Click on the Competencies tab to search for fieldworkers based on their competencies.
  3. If you want to limit the search results based on competencies that the workers have, enter one or more competencies by selecting from the drop-down list. Click on the X next to a competency to remove it.
  4. If you want to limit the search results based on inductions that the workers have, enter one or more inductions by selecting from the drop-down list. Click on the X next to an induction to remove it.
  5. If you want to limit the search results based on the workers‘ employment type (casual, permanent, etc.) enter one or more employment types by selecting from the drop-down list. Click on the X next to an employment type to remove it.
  6. If you want the search results to display the workers‘ availability on a specific date, click to select an allocation date from the calendar box. If not, you can click ‘clear’ in the calendar box to leave the date blank.
  7. If you want to limit the search to workers with a particular user tag/s, select one or more user tags from the drop-down list. Click on the X next to a user tag to remove it.
  8. Click the Search button to display a list of workers that match the criteria you have entered in the search fields.

Search results

Under both the Skills and Competencies tabs, Dashboard will display a list of workers that match the criteria you have entered in the search fields. If there are no fieldworkers who match the criteria you entered in the search fields, you will see ‘No results’ rather than a list of workers.

  1. Start typing in the filter bar to filter the list or search for a specific worker/s, e.g. by first or last name, suburb, employment type, supplier or allocation status.
  2. Click ˅ or ˄ at the top of any column to sort the list alphabetically (or numerically, depending on the column) in ascending or descending order.
  3. If a number appears in the Expiries column it means that the fieldworker has expired or expiring competencies or inductions. Click on the coloured bubble to open a popup showing expiry details.
  4. Click the blue View button next to a fieldworker in the list to view or edit competencies for that fieldworker.

SMS fieldworkers from search results

You can send an SMS to one or more fieldworkers from the search results list.

  1.  Click the Group SMS button above the search results list to send an SMS to all fieldworkers in the current list. Click Send when you’re ready to send the message.
  2. Click the mobile phone button in the SMS column to send an SMS to that fieldworker. Click Send when you’re ready to send the message.
  3. Click the conversation button in the SMS column to view previous SMS messages to/from that fieldworker. Click OK to close.

Export search results

  1. Click Export to extract the list of fieldworkers in the skill or competency search results to an Excel spreadsheet.
  2. Click the Excel file at the bottom of the screen to open the spreadsheet.

NB. This may appear slightly differently depending on your computer’s settings.

  1. All standard Excel functionality is available to view and analyse the data.
  2. Save the Excel spreadsheet.
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