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File Smart: Searching

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workflow search

When in filesmart workflow. It would be helpful if there was a search function to limit what shows to individual properties.

Search by OC number

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ellysem shared this idea  ·   ·  Report…  ·  Admin →
Existing Feature  ·  Amy Newmarch responded  · 

Good Afternoon Supporters,

Thank you for voting for the suggestion in File Smart for a Workflow Search. Did you know that when in Workflow, if you select the filter button, and then select a workflow type e.g. ‘Strata Invoice Processing’ you are then able to filter by Manager, Plan Number and Creditor?

Kind Regards
Amy

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  • Ben O'Neill commented  ·   ·  Report

    Yes. Searching through open workflows needs to be seriously addressed and improved.

    We have processes in place to avoid duplications but creditors will continue to send through copies of invoices. If an invoice has been entered into FileSmart and still forms part of a workflow, it’s far too difficult for the admin staff to locate the status of that invoice, because:
    a. It isn’t filed yet, so that’s no help;
    b. It’s not in StrataMaster yet, so that’s no help;
    c. One user has different screen resolution so when they select “Strata Invoice Processing” from the list, they can’t see the OK and Cancel buttons, nor can they resize the modal window;
    d. When searching using the Workflow filters, it’s super annoying that you can only search by strata plan number/creditor after you’ve selected someone from the “Responsible” list. Why can’t we just blindly search for a strata plan/creditor combination? What if we don’t know in whose queue the document currently resides? Further, if you search for Fred Smith + Creditor “Rockend” and come up with zero results, we then change the “Responsible” person to someone else which clears the selection in the “Manager”, “Plan Number” and “Creditor” boxes and we have to enter all the search criteria again. Aghhhhh kill me now.