Saving and Managing Search Filters
The Search tab allows you to save search filters for future use, making it easier to find Worksites or TMPs based on your preferences.
Features and Benefits of Saving and Sharing Searches
Increased Efficiency: Save time by storing frequently used search criteria and reusing them later, rather than re-entering filters each time.
Organisational Collaboration: Save searches at an organisational level, allowing others in your team to benefit from pre-set filters.
Personalised Experience: Customise searches to your specific needs and save them for quick access in the future.
Streamlined Sharing: Share saved searches with others using a simple link, making it easy for colleagues to access the same filtered information.
Search Flexibility: Modify saved searches as needed and archive them when no longer required.
How to Use the Search Tab
Access the Search Tab: Use the navigation bar at the top and select the SEARCH tab.
Run a Search: A window will open where you can search for Worksites or TMPs by clicking on the respective tabs.
Search filter options are displayed for easier selection, and keyword searches work as usual.
Save Your Search: After entering your filters and clicking on Search, you will see an option to either modify or save the search.
You can save your search with a name of your choice as either:
Personal (visible only to you) or
Organisational (accessible to others in your organisation).
Managing Saved Searches
View Saved Searches: To view your saved searches or those saved by others in your organisation, click on Manage My Searches.
Edit Saved Searches: You can edit a saved search by clicking the Edit button. This allows you to:
Change the search name.
Switch between a Personal or Organisational search.
Archive Saved Searches: If you no longer need a search, you can choose to archive it.
Share Saved Searches: To share a saved search, click on the Share button and copy the link.