Search for a Unit

Review Specific Units in the Queue. #

To review specific units in the queue within your tasks and verify the accuracy of their data, follow these steps:

• From the side control menu, select “ Unit Search” .
• Click “Filter” to open the “Filter” window, then define the filter criteria by following these steps:

• Select the data collection method from the “Current System” dropdown menu:

– Call Center
– Field
– Web Link

• Select the “unit completion status” from the dropdown menu:

– Closed
– Completed
– Deleted
– Not Completed
– Not Visited

• Apply the selected filter criteria by clicking “Apply”.
• To set new search criteria, you can clear the selected filters by clicking “Clear”.

INFO

• Select “Have Notes” option to search for units that have recorded notes only.
• Select “Advanced Search” to display additional filtering options. Then choose the logical operator (And / Or) to define how multiple conditions should be applied.

• Once the filtering is complete, a table will appear containing the following data:
  • Unit ID: Represents the reference number in the “My Tasks” screen.
  • Current System: Displayed according to the filter you selected.
  • Current User: The user currently following up on the survey.
  • Completion Status.
  • Last Call Status.
  • Call Center Status.
  • Open Survey.
  • Open Call Unit.
  • Notes

• Click the “Notes” icon in the “Notes” column to view notes at the form level.
  • View Survey: Click the icon in the “Open Survey” column to display the form in read-only mode.
  • View Survey in Unit Pull Screen: Click the icon in the “View Survey in Unit Pull Screen” column to open the form in the Call Unit screen, where you can edit the Surveys.
• Click “Export to Excel” to download the displayed data as an Excel file for external use or further analysis.
• The system allows you to control the columns displayed in the table of search results after filtering. To do so, follow these steps:

• Click «Columns» to open a side panel containing all available columns.

• Select the columns you want to include in the table.

• Drag and drop the columns to arrange them in the order that suits you.

• When finished, click “Save” to confirm the new column arrangement and options.