Use the Search Tools to quickly find and view details for requests, users, or suppliers within the system. This feature is available to Super Admins, Local Group Administrators, and Panel Administrators.
Prerequisites
Roles: Super Admin, Local Group Administrator, or Panel Administrator.
Permissions:
To view request responses, you must have access to manage the user (buyer) associated with the request.
To view a local group's list of users, you must have access to manage that local group.
General Steps
Open the Search Tools.
Select the option under the Admin Tools menu. This menu is located either in the menubar at the top of any page or in the left-hand side menu on the homepage6.
Select the desired search tab.
Click on one of the three available tabs: Find Requests, Find Users, or Find Suppliers.
Find Requests
Follow the general steps above and select the Find Requests tab.
| Action | Details | Results |
|---|---|---|
| Search | Enter the request name or the VP reference number. A partial entry will return all results containing the term. | The results will include: Request Name, Ref Number, Buyer, Active (Y/N), Approved (Y/N), Open Date, Close Date, List Type (Internal/External), and Responses. |
| View Request Details | Click on the Request Name. | The Request Details will display in a pop-up window. |
| View Buyer Contact Info | Hover over the Buyer's name. | The buyer's Local Group and contact details will display. |
| View Responses | Click on the blue numbered button under Responses. | You will be directed to a new page where the responses can be viewed. |
Find Users
Follow the general steps above and select the Find Users tab.
| Action | Details | Results |
|---|---|---|
| Search | Enter the user's name or email address. A partial entry will return all results containing the term. | The results will include: Full Name, Email, Local Group, and Primary Role. |
| View Buyer Contact Info | Hover over the Buyer's name. | The buyer's Local Group and contact details will display. |
| View Local Group Users | Click on the Local Group name. | You will be directed to that Local Group's list of users. |
Find Suppliers
Follow the general steps above and select the Find Suppliers tab.
| Action | Details | Results |
|---|---|---|
| Search | Enter the supplier's name or email address. A partial entry will return all results containing the term. | The results will include: Full Name (of the Primary Contact), Email Address (of the Primary Contact), Business, Supplier List, Active (Y/N), and Approved (Y/N). |
| View Supplier Contact Info | Hover over the Supplier's Full Name. | The supplier's contact details will display. |
| View Supplier Profile Details | Click on the Business name. | The supplier's profile details will display in a pop-up window. |
| View Supplier List | Click on the Supplier list name. | You will be directed to the list of suppliers registered in that supplier list. |