22.1 Searching for jobs

To search for a job and view its details, from the Configuration category, select the Job Management workflow.

Specify the criteria for your search using the form displayed, which consists of the following pages:

• General – use this page to specify broad categories for your search.
• Target – the person who will be affected by the task; for example, a holder.
• Initiator – the person who started the task.
• Validator – the person who validated the task.
• Actioned By – the person who actioned the task.
• Renewal – due for renewal within a specified period.
• Suspended – use this page if you know the job you are looking for has been suspended.

Click Search to look for records that match the criteria you have specified.

To clear all criteria from all pages, click Reset.

22.1.1 General search criteria

On the General page you can specify:

• The Job ID

  This goes directly to the job you want to see.

• The type of task

  Task types indicate the type of the job. For example, tasks generated from the Request Card and the Issue Card workflows both have a task type of IssueCard.

• The status of the task

  You can specify more than one status. For example, you may look for all tasks that either Failed or Completed With Errors in a particular week.

• The Batch Label

  This is only applicable for jobs that are associated with bureau (bulk) requests. It is associated with a bulk request when the request is made.

You can also limit the number of results you want to be returned from your search. This prevents excessive processing if your criteria are too broad.

22.1.2 Searching by target

The target is the person who will be affected by the job. For example, if a card is requested for John Brown by his manager, John Brown is the target of the request.

On the Target page, you can specify:

• The Target Logon Name

  If you are looking for a particular job record and you know this information, you do not need to enter anything else on this page, as a logon name is unique.

• The name of the target or the group to which the target belongs.

  If you do not know the target’s logon, you may know the target’s name. You may also want to specify a target group if you want to narrow your search.

22.1.3 Searching by initiator, validator or actioned by

These pages work in the same way.

• The initiator is the person who started the job. For example, if John Brown’s card was requested by his supervisor, his supervisor is the initiator.
• The validator is the person who confirmed that the task was correct. For example, if the department manager confirmed the request, the manager was the validator.
• The person who actioned the task is the person who ran the workflow; for example, the person who issued a card.

On any of these pages, you can specify:

• The logon name of the person
• The date and time range within which this phase of the job took place.

To enable the calendars and time fields, select the From Date and To Date options (if applicable).

22.1.4 Searching by renewal or suspended dates

These two pages contain only the calendars and Time fields. To enable them, select the From Date and To Date options as appropriate.