Search #

Search finds requests and records across the school, including closed ones. Use it when something is not on your My Tasks list.

Searching step by step #

1. Open Search from the menu.
2. Under Tasks Search Filters, choose Select Category, for example Admissions or Finance Records.
3. Choose Select Form, the type within that category, for example Admission 2027-28 or Fee Receipt.
4. Set the Start Date and End Date. Tasks created in that period are searched.
5. Optional: fill in any of the detail fields below (the tags), such as entrance test score, admission number or amount.
6. Press Search. The results appear on the right, with the details as columns. Clear Filter starts again.

Using the results #

• View opens a task's details.
• Open Tasks opens the ticked results as tabs, the same way as on My Tasks.
• Edit (shown only if your profile allows it) lets you correct the details of a record straight from the results.
• Export the results to a spreadsheet with the grid's export button.

What you can find #

You see the results you are allowed to see:

• your own requests, and the ones shared with you;
• every request and record of the document types your roles give you access to;
• only for the school selected in the header.

Can't find something you know exists? Check the date range first (it is the most common reason), then the selected school in the header. If it still doesn't show, your role may not include that document type. Ask your admin.