Managing Search Results


Performing quick, detailed and complex searches is important to your workflow and the ability to manage them effectively will ensure your productivity is effective.

Once you have entered all your required criteria run your search.

Search Results

If you are using the CV text search, your results by default will be ordered with the highest ranking showing at the top and you can use the sort option on the ranking.

When running a search in itris your results will be limited to 10,000 records, if your results exceed this number a message will display asking you if you'd like to refine your search criteria. If you continue and return the maximum number of results and this is an applicant CV Text search, the best matches will be returned. If this is not an applicant CV Text search the results will be arbitrary.

In the top right of the screen the statistics for your search will be displayed (records found, total of that record type, percentage of the database). 

Results are paged, with 30 results per page, and the record card of highlighted results will display on the right.

There are tick boxes allowing you to multiple select, or select all (on current page) results.

When you re-run a search, if any new records matching your criteria have been added since the first time it was ran the result will be marked as a new result.

Below you will see how you can flag your results, which can be used to filter the results.

Additionally, you can sort your results. Depending on which record type your search as for the sort options will differ.

By right clicking on the results banner you have ability to change which columns are visible, see the related article for more information.


Active Searches

Searches that have been run and open are called Active Searches. They are listed on the right and will show the number of results for each. You can have multiple searches of each type open.

Active searches will remain open for the duration of your session. You can save and name your searches, please see the related article for further information.


Search Actions

At the foot of the results there are a number of actions that you can complete.

Here you can choose to Go To the selected record, Save (and name) the results (please see the related articles for more information), or edit the search criteria.

Saved searches can also be linked to Jobs, see the Saved Searches article for more information.


Snap Results

Snap will split the itris window between the search results and the record, allowing you to view both simultaneously. The search results will be displayed at the bottom of the record window.

This allows you to work through your results whilst viewing further information on the record itself.

You will have additional functionality to move between records.

In the top right of the snapped area you have icons to minimise the results and return to full results window respectively.

If you minimise the results and wish to return to snap view there is click Searches in the status bar at the foot of the window.


Flagging

Flagging records is an effective way of organising your results, for example the good and the bad.

There are 5 different coloured flags you can label the results with.

If you are a fan of shortcut keys you can use these to flag the results: Green Flag 1, Red Flag 2, Blue Flag 3, Purple Flag 4, Yellow Flag 5, No Flag 0 (e.g. remove flag)

As mentioned above you can filter your results by Flag. For example if you have labelled all the really good results with a green flag you can show only those, or if you want to hide some applicants, for example those you've added a red flag too you can use the filter to exclude them.

Send Email

To help you with an efficient workflow you can also send emails from your results to one or more of the records. 

You have the options to send to All Records, Selected (ticked) records or Flagged Records (by flag colour).

Add to Group

As with Sending emails from your results you can also add to record groups from your results to one or more of the records. 

You have the options to add All Records, Selected (ticked) records or Flagged Records (by flag colour) to a group.

Submit

The Submit action is only available on applicant searches where you can Shortlist your applicants to a job, or Market their CV. As with the Send Email & Add to Group actions you can run this action on one or more of the records. 

You will have the option to Submit All Records, Selected (ticked) records or Flagged Records (by flag colour).

Add Comment

This action is a great time saver and allows you to add a comment to the selected record without having to navigate to that record. 

Add Appointment

This action is a great time saver and allows you to add an appointment to the selected record without having to navigate to that record. 



Performing quick, detailed and complex searches is important to your workflow and the ability to manage them effectively will ensure your productivity is effective.

Once you have entered all your required criteria run your search.

Search Results

If you are using the CV text search, your results by default will be ordered with the highest ranking showing at the top and you can use the sort option on the ranking.

When running a search in itris your results will be limited to 10,000 records, if your results exceed this number a message will display asking you if you'd like to refine your search criteria. If you continue and return the maximum number of results and this is an applicant CV Text search, the best matches will be returned. If this is not an applicant CV Text search the results will be arbitrary.

In the top right of the screen the statistics for your search will be displayed (records found, total of that record type, percentage of the database). 

Results are paged, with 30 results per page, and the record card of highlighted results will display on the right.

There are tick boxes allowing you to multiple select, or select all (on current page) results.

When you re-run a search, if any new records matching your criteria have been added since the first time it was ran the result will be marked as a new result.

Below you will see how you can flag your results, which can be used to filter the results.

Additionally, you can sort your results. Depending on which record type your search as for the sort options will differ.

By right clicking on the results banner you have ability to change which columns are visible, see the related article for more information.


Active Searches

Searches that have been run and open are called Active Searches. They are listed on the right and will show the number of results for each. You can have multiple searches of each type open.

Active searches will remain open for the duration of your session. You can save and name your searches, please see the related article for further information.


Search Actions

At the foot of the results there are a number of actions that you can complete.

Here you can choose to Go To the selected record, Save (and name) the results (please see the related articles for more information), or edit the search criteria.

Saved searches can also be linked to Jobs, see the Saved Searches article for more information.


Snap Results

Snap will split the itris window between the search results and the record, allowing you to view both simultaneously. The search results will be displayed at the bottom of the record window.

This allows you to work through your results whilst viewing further information on the record itself.

You will have additional functionality to move between records.

In the top right of the snapped area you have icons to minimise the results and return to full results window respectively.

If you minimise the results and wish to return to snap view there is click Searches in the status bar at the foot of the window.


Flagging

Flagging records is an effective way of organising your results, for example the good and the bad.

There are 5 different coloured flags you can label the results with.

If you are a fan of shortcut keys you can use these to flag the results: Green Flag 1, Red Flag 2, Blue Flag 3, Purple Flag 4, Yellow Flag 5, No Flag 0 (e.g. remove flag)

As mentioned above you can filter your results by Flag. For example if you have labelled all the really good results with a green flag you can show only those, or if you want to hide some applicants, for example those you've added a red flag too you can use the filter to exclude them.

Send Email

To help you with an efficient workflow you can also send emails from your results to one or more of the records. 

You have the options to send to All Records, Selected (ticked) records or Flagged Records (by flag colour).

Add to Group

As with Sending emails from your results you can also add to record groups from your results to one or more of the records. 

You have the options to add All Records, Selected (ticked) records or Flagged Records (by flag colour) to a group.

Submit

The Submit action is only available on applicant searches where you can Shortlist your applicants to a job, or Market their CV. As with the Send Email & Add to Group actions you can run this action on one or more of the records. 

You will have the option to Submit All Records, Selected (ticked) records or Flagged Records (by flag colour).

Add Comment

This action is a great time saver and allows you to add a comment to the selected record without having to navigate to that record. 

Add Appointment

This action is a great time saver and allows you to add an appointment to the selected record without having to navigate to that record.