You can search for projects, people, project submissions, and clients. When you select what you are searching for you will be given search options based on your selection. Below is a list of the parameters and descriptions of the options you may see. Note that not all search options are available for everyone.
- Project ID - Project ID's are automatically generated when a project is created. An ID can sometimes be easier to search for than a project name, if you have many similar projects.
- Project Name - The name of the project entered by you or your admin.
- Company Name - Name of the company
- Consultant Name - Name of the consultant. Typically an organization name.
- Survey Acronym - Many of the surveys in the system have acronyms associated with them. For example, the acronym for Leadership Competencies for Managers is LCM.
- Project End Date - Sometimes referred to as Survey Deadline Date.
- Class Location - This will only appear if the information is listed in the project's training module.
- Class Date - This will only appear if the information is listed in the project's training module.
- Last name, first name - Name of the individual you are looking for.
- Email Address - Nearly everyone in the system has an email address.
- Employee ID - Employee ID is optional information and may not be in the system for an individual.
- Client ID - Client IDs are automatically generated by the system when a client is added.
- Project Submission ID - Project Submission IDs are automatically generated by the system when a Create a Project process completed.