π Search and Filtering
Overview
Scaut's search and filtering capabilities help you navigate through orders and subjects efficiently. Each section has its own dedicated search tools, allowing you to quickly locate specific records and filter results based on your needs.
Search Functionality
How Search Works
The platform uses section-specific search to provide relevant results:
- Contextual searching - Search within your current section
- Dedicated search bars - Each section has its own search
- Focused results - Only see relevant matches
- Quick access - Find what you need without navigation
Search Bar Locations
Where to Find Search
- Orders section - Search all orders
- Subjects section - Search all subjects
- Reports section - Search completed reports
- Each subsection - Dedicated search functionality
Search Scope
Important to Remember
- Search works only in current section
- No global search across all sections
- Must navigate to correct section first
- Results limited to section context
Quick Filters
Available Filters
Each section offers commonly-used quick filters:
Status Filters
- Waiting on Subject
- Waiting on Organization
- Processing
- Complete
Outcome Filters
- Clear
- Consider
- Expired
Time-Based Filters
- Today
- This Week
- This Month
- Last 30 Days
Using Quick Filters
How to Apply Filters
- Navigate to desired section
- Locate filter bar (typically at top)
- Click filter buttons to apply
- Combine multiple filters as needed
- Clear filters to reset view
Filter Combinations
- Apply multiple filters simultaneously
- Filters work with AND logic
- Narrow results progressively
- Save time with preset combinations
Custom Filters
Current Status
- β Custom saved filters not available - coming soon
- β Cannot save filter combinations - coming soon
- β Manual filtering available
Search Strategies
Effective Searching
Best Practices
- β Navigate to correct section first
- β Use specific search terms
- β Combine search with filters
- β Try alternative spellings if no results
- β Check multiple sections if unsure
Search Tips
- Search by name, email, or order ID
- Partial matches usually work
- Case typically doesn't matter
- Special characters may affect results
Filtering Strategies
Quick Filter Workflow
- Start with broad filters
- Add specific filters to narrow
- Use status + time for recent items
- Combine assignment + outcome for reviews
Common Filter Combinations
- Daily Review: My Orders + Today + Pending
- Weekly Report: This Week + Complete
- Urgent Items: High Priority + In Progress
- Team Overview: My Team + All Statuses
Troubleshooting Search
Common Issues
No Results Found
- Verify you're in correct section
- Check spelling and formatting
- Try broader search terms
- Remove some filters
- Search may be exact match
Too Many Results
- Add more specific search terms
- Apply additional filters
- Use date ranges to limit
- Filter by status or outcome
Search Limitations
- β No wildcard searching
- β No advanced search operators
- β Cannot search across sections
- β No search history
- β Cannot save searches
π‘ Pro Tip: Master the quick filters first - they'll handle 80% of your needs. For the remaining 20%, combine search terms with multiple filters to pinpoint exactly what you're looking for.