Searching for needs

Unatrix provides different solutions to search in the need database. Whereas the quick search is the appropriate solution to find a known entry, other filters can be combined to browse through the database.

Quick search

The quick search can be found on top of the screen in most modules and provides a rapid access to data across the whole database. It can be used to search for names, IDs or email addresses within profiles, needs, companies, contacts and jobs.

Live results display profile information as the name, the profile pictures and the current status. First results displayed are recent searches of the user, which can be removed using the Clear link.

Need filters

Need filters allow to search precisely within the database using various criteria. Multiple filtering options, grouped in (un)foldable sections, can be combined.

Filter

The filter feature top left allows users to apply filter criteria per default in the need list. Current filter criteria can be set as default by clicking on the appropriate link. Applying the default filter resets the default filter criteria.

Entity

The entity filter top right allows to filter for needs assigned to one or several entities (if enabled in the settings).

General search

Within the general search section, the Identification filter can be used to search for need titles. Users can also search for a need using its ID without the prefix (BD). The activity filter allows scoping for active or inactive needs.

The Scope filter allows searching for needs by their responsible user, defined by the User field in the general Information section. The group option includes subordinated users of the one selected. Additionally, users can filter for needs in one or several categories. Clicking on the Category label will toggle the selection of all categories. Users will only be able to view categories granted in their permissions.

Qualifications

The qualification filter section helps to find needs based on the required skill and education information. Suggestions are displayed when adding input to harmonize the keywords used across users. Selected tags can be leveled by clicking to define how important they are in the search. The scoring points will be calculated accordingly.

Actions

This section allows to filter for need actions that occurred in a defined date range. The validities and user who added the action can be added as criteria. The Created option refers to the entries set automatically when a need is added.