Many searches may require you to include location criteria to narrow down your results. This might be to find relevant applicants close to a job, or willing to work at a job location, or searching for clients to market an applicant to who are within the same vicinity. In itris you are able to search a number of different location criteria.
You will note from the images below there is one difference between the applicant Geographical Ranges search options (left) and Geographical Range search options for Companies, Contacts, Jobs and Placements (right). An applicant record can contain the location tagged to an address as well as a location preference.
The GeoLocations feature enables you to run accurate postal code radius searching, allowing you to search for records within x miles of a certain postal code. User can set their unit preference (either Miles or Kilometres) in their user preferences. GeoLocation searching is available against all record types, and postal codes added to records must be linked to the GeoLocations. See the Addresses article for further information.
Address searching is based matching the text added to the address field. It is available against all record types except for Invoice Addresses for Job and Placement searching. Invoice address locations will be included in Company address searching.
Postal Code searching is based on matching the data added to the Postal Code field of a record. Similarly to address searching it is available against all record types except for Invoice Addresses for Job and Placement searching. Invoice address locations will only be included in Company address searching. You have the ability to search multiple postal codes, by using a comma after each value (e.g. TN1, TN2, TN3, TN4). Postal codes will be returned based on OR logic and will only return postal codes starting with the values you have entered.
Location searching is based on Location added to the address. The Locations list is created in the itris Management Utility (IMU) Data area.
When searching Locations on an applicant record you will have the choice to search their address(es), their preferred work locations or both. Any applicants whose preference is set to not work in the location you are searching will be excluded from the search results.
Searching locations will also take into account both ascendants and decedents of that location.
For example, you have a sales job covering the West Midlands region, so want to find applicants located or willing to work in this area. You selected West Midlands in the Location field. If an applicant has their location set as Birmingham, as this is a descendant of West Midland, they will be returned in the search results.
Alternatively, you want to find an applicant who wants to work in the Jewellery Quarter (of Birmingham), so you add this to the location field. Your results will also return applicants who have stated they are happy to work in Birmingham (an ascendant of the Jewellery Quarter). The applicant preferences has not been more specific than Birmingham, so are effectively saying the applicant happy to work anywhere in Birmingham, including the Jewellery Quarter.
However, if I was to search Birmingham City Centre, an address where the location is set as Jewellery Quarter will not be returned as these are sibling locations.
Geographical Ranges OR Searching
When you use multiple geographical search criteria itris will perform an OR search on the criteria. If you don't have postal codes on all of your applicant records you can search both GeoLocation OR Location. For example, you want to find an an applicant who lives within 10 miles of the postal code B2 4DB (Birmingham City Center) or who has an address Location or a preferred work Location set as Birmingham, itris will search both fields and return results as long as the applicant matches one of these two criteria.
However, if an applicant matches the GeoLocation search, but has stated in their preference that they do not want to work in Birmingham they will not be returned in the results