Terra Dotta Faculty Training Manual



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Advanced Search


The Advanced Search works on the same principle as the simple search, but it allows you to search for very specific criteria. For a detailed explanation of how to use the various features in the Advanced Search, refer to the Knowledgebase article, "Advanced Application Search.”

Go to Applicant Admin -> Advanced Search. From this page, you need to choose the type of information you would like to query. Once you have defined your search parameters, Click 'Next.'

Depending on the search parameters you chose, the next page will allow you to choose various options within those parameters. For instance, if you chose to query Complete/Incomplete items, the second page will allow you to specify exactly which items you would like to search for, and whether you want those items to be completed or not. Once you have chosen the options you are interested in, click 'Next.' You will be brought to the search results page that will display all the applications that fit your search criteria.

On this page you are given the option to save your search. For more information on saving search queries, read the "How to run, save, and share queries and reports" article, or see the 'Saving Query/Search' near the end of this manual.


Overview


This tab provides a summary of the application. It includes items to be submitted by the applicant and the number of items received. In this tab, the View Information Requests link appears if there is a corresponding request posted by the applicant.

The "Click to view other applications" link can be used to view all other applications that applicant has in the system.

You can also add tags to the application by selecting the desired tag from the drop-down list box. These tags are searchable.

Click the Print Application button on this page to print the application. You can also click the New Task tab to create a task with this application as the target or click the ‘Tasks’ tab to view all tasks, pending and completed, already associated with this application.



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