Filtering orders
When using the Orders page, you can configure filters to view orders by certain requirements. There are also pre-configured quick filters/segments that are available by default.
A detailed description of all available order filters can be found here:
a. One-time Filter
To enable a one-time filter that resets when logging out.
Click Add Filter and choose a filter category (Country, Department/Project, Customer, Role, etc.) that you want to use.
Choose the Filter Value and Filter Type for the selected Category.
*** Note: You can filter orders by more than one category by continue choosing + Add filter.
b. Quick Filter/ Segment
You can also create your own customized Quick Filter / Segment in the side bar. These will be available for your users at any time (until deleted).
Click All orders, then select the filter categories and values that you want to apply to your Filter/ Segment (similar to part A).
Once you finish adding filters, click Save segment.
Create a name to specify your Filter/ Segment, then select Save Segment.
When everything is set, you will have your new customized Quick filter/ Segment added to the side bar.
You can also start from any of the default segments, modify it and save it as a custom segment.
Searching orders
A powerful and helpful search tool is now enabled in Globus to help users search for relevant orders or candidates more quickly, accurately and efficiently.
Instead of using filters or any complex tools to find relevant information inside Globus, users now can just simply enter a name, location, tag, internal comment or any other information to instantly get relevant orders.
The updated Elastic Search offers the following advantages:
Possibility to search within email content including attachments, emails, body text and email sender that is linked with an order.
Ability to understand and find relevant information even though users can input misspells and variations of spelling. A lot of terms, roles, and skills are often written in different ways, for example "English B1", "English B-1", etc. however, all the relevant information will be found even of it's written a bit differently.
Sorting orders and customizing what to show in date column
In the order list it is possible to choose what date field you would like to sort the orders on and what date field to show in the date column.
The options for sorting in the top left corner are:
Priority - sort orders by highest number of days/shifts
Date created - sort orders by when it was first created (either manually or by email parser (first email in the thread) (this date will never change or update).
Date modified - sort orders by latest order update, either manually updated in edit by a user or if there was a new email in the same thread. If a new email is received in the same thread this date will be updated automatically.
Due date - Sort by the due date of order.
Last activity - sort by latest order activity (actions on order, not changes of order information). This could be actions by the user (sending, approving, registering etc) or by the candidate (accepting) or customer (approving)
By selecting any of these, the date column will also show the selected sorting date field. If you would like to sort on one date field, but show another date field in the column, first select the sorting in the top right corner, then click the setting wheel on the column to choose the date to show. Your selection will be saved across all segments.
