Jobs (group)

How to get here

From the Jobs menu, choose Select.. (CTRL-J), or click the Jobs Tool bar icon

Quick Reference

Search (selector)	Choose a search method
Contains Filters	Optional filters eg Due Date, Sort by (may be visible dependent on Search method selected).
Search Button	Invoke search for given criteria
	Preferences for this window
	Help
Results list window	Lists results for the current Search. Right click for Options
Options	Options menu
Select	Select current selected job onto Main Form

Search (selector)

Search Method. These are customisable and the initial choice can also be configured in Settings.

SEARCH METHOD	DESCRIPTION
Booked In Jobs	Jobs with a booked in status.
Deleted Jobs	Deleted jobs which are linked to dentists in this group/practice.
On Hold Jobs	Jobs that have been placed in an Oh Hold status
Open Jobs	Jobs that are in an open status, meaning they are not completed and not deleted.

Contains

Optional search filter.

If you leave this box blank and click Search, then all the result list will be all the records based on the Selected search method.

If you enter some text in the For filter then click Search, then the result list will be those which match the Selected search method, and agree with the For filter.

The search uses advanced search rules, so you can type in the patient name or reference into the CONTAINS filter several ways and LabManager will still try to find your results list. By the way, capitalisation is not significant.

Examples for search method Patient Name..

FOR FILTER

RESULTS

SMI J

J SMI

SMITH,J

SMITH,JOHN

SMITHERS,JA

SMITHSON,JOHN

SMITTINGS,JAK

SMITH JOHN

JOHN SMITH

SMITH,JOHN

SMITHSON,JOHN

S JOHN

JOHN S

SANDERSON,JOHN

SITTWELL,JOHN

SMITH,JOHN

SMITHSON,JOHN

S J

J S

JAMESON,S

JONES,SIMON

SANDERSON,JOHN

SITTWELL,JK

SMITH,JOHN

SMITHERS,JA

SMITHSON,JOHN

SMITTINGS,JAK

Search Button

Invoke search for given criteria. Clicking the Search button without a filter will result in all records being listed for the given Search method.

Preferences icon

Settings for this dialog window. You can set the 'Initial Search' to what you usually use when you choose the Select Jobs function. This almost forgettable preference is actually very powerful if set correctly because it's remembered for the User/Operator you are logged in as. So for example user Joe might normally want to view all the Active Jobs - Booked In - by Due date as soon as he keys CRTL-J. LabManager knows Joe's preferred search, so without Joe having to click anything else his result window lists all the Booked in Jobs, sorted by Due Date, the most urgent ones at the top. A user called Kate though, may have a different role in the administration, and so 'her' initial search might be Active Jobs - Booked Out Ongoing. Kate may even have a different 'role' in the mornings (eg. batches of Booking Out) than afternoons (eg. Booking In or chasing up production targets). To achieve this Kate can make LabManager adapt all her user preferences (including Initial Search Methods) simply by logging in with another user name.

Help icon

Link to this Help topic. Welcome!

Results list window

Initially when you enter this dialog, this list will be pre-populated with the results for the Initial Search method, as if you had left the 'For' filter blank and clicked Search. The Initial search method can be set in Preferences.

If you change the Search method, or type into the 'For' filter, the list will clear. Click Search to refresh the results.

You can right click any listed rows to invoke the Options menu. This is the same as highlighting a row, then clicking the Options button.

Options

A sub-set of menu choices for appropriate actions Select / Send to Preview Window / Export to CSV file.

Select

Select the currently highlighted job onto the Main Form. This will only be enabled if the action is valid for the current state of the Job or Invoice on the Main Form. If the Job 'won't select' then try closing the search window and deal with the job on the Main Form then choose Clear Form before returning back to the Job Search. If you want to keep the current form as it is, then simply Open Up another Main Form (CTRL-O).