+Process - "Search Person Profile" - Search Criteria Improvements
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G
Grant Towers
Background:
The current "Search Person Profile" functionality is, well, crap.
Currently, the "Search For" field is literal and only looks at "Lookup Name", or allow for searches from other fields (such as email).
Request for Change:
Can we add a 'fuzzy' search and display similar values. Also, can we get the "Search For" field to include email address.
Lastly, can we get a DOB search field added to this screen?
A
Angela Simpson
Hi Kassie, which version release of +Process will this fix be in?
Kassie Conway
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Kassie Conway
Hi Grant, Thank you for your post to look into improving +Process search functions.
As always we continue to value your feedback, and appreciate your time in putting through suggestions for improvement into our range of INX Solutions.
I can see that this post has resulted in a fix being applied to +Process which now includes more broader Search functionality.
You now no longer need exact match within search field. See pic example of Searching for a Sally.
In addition to this please be aware there are also additional People Search Config options within +Process with the following search fields being able to be hidden/visible:
Search For (general Search Pane)
First name
Last Name
Mine Health Number
Employer
Cost Centre
Company Level
Include Inactive Profiles (Tick Box)
Once a Search has been successfully run the Search Results Columns may also be configured with the following Columns being able to be configured to be hidden/visible:
First name Column
Last Name Column
Employer Column
WorkGroup Column
Date of Birth Column
Mine Health Number Column
If you wish to make a change to your existing +Process configurations please reach out to the INX Support Team.