Differences

This shows you the differences between two versions of the page.

--- placement:ug4-01 [2010/10/20 08:14] – external edit 127.0.0.1
+++ placement:ug4-01 [2022/12/12 12:29] (current) – Shelley Hunter
@@ Line 1: / Line 1: @@
-==== Finding a placement through the selector ====
+==== Placement Selector Form ====
-**refers to:**\\
-placement form -> details tab\\
 \\
-To find an existing placement (temporary or permanent):
+To find an existing placement(s):
-  * Click on the **Placement** icon.
+  * {{:placement:placement_icon.jpg?|Placement}}Click on the **Placement** icon.
-  * Set a filter for the user, Placement dates (the date on which the placement was made) and the type of placement you are looking for. (You can use the Filter view to refine your selection with criteria, as in searches)
+  * Select the User (whether you are searching for placements for one user, Department, Branch or ALL)
+  * Set the dates to search on, this can be for placement start date or placed date - select accordingly.
+  * Select the type of placement you are looking for, Perm Temp or Both.  From version 2.21.4 onwards the placement type will default to what you have set in your user record.
+  * If you require further filters use the Filter view and select the relevant criteria, as in searches.
+  * 2.22.9+ users can search on user department or the department associated with the placement. \\ \\
+{{:placement_selector_dept_dropdown.png?750|}}
+\\  \\
+Placement lines are colour coded according to type/status of placement. Colour legend:
+  * **Awaits authorisation or Temp**
+  * <color blue>**Awaits invoicing**</color>
+  * <color #00FF40>**Invoiced**</color>
+  * <color #FF00FF>**Cancelled**</color>
+  * <color purple>**Withdrawn**</color>
+To open a placement **double click** on it - or **highlight** the placement and click on the **Expand** button.
+Process buttons will take records to the relevant selector screen for further reporting.
+Reports can be run on the selection of placements.
-Once you have found the placement that you want,
-   * **double click** on it -
-   * or **highlight** the placement and click on the **Expand** button to open the record. The expanded placement is then shown.
 \\ see also
-\\ [[http://www.iqxusers.co.uk/iqxhelp/doku.php?id=placement:ug4-02|4.2 finding a placement through the selector]]
+\\ [[http://www.iqxusers.co.uk/iqxhelp/doku.php?id=placement:ug4-02|4.2 Where to find placements]]
 \\
 \\ Back to [[http://www.iqxusers.co.uk/iqxhelp/doku.php?id=1_online_user_guide|Online Users Guide]]
 \\ Back to [[UG4-00]]