Coordination search filters

The coordinations screen includes several search filters to quickly locate the information you need. This guide explains which filters exist and which ones are best for you to use depending on your situation.

Main access

To have an overview of all your coordinations, go to the Show all coordinations option.

Tip

It is usual not to have an excessive number of open coordinations, so this view is generally perfectly manageable without the need to filter.

Main filters

These are the most practical filters for day-to-day use.

Search by main company

Useful if you work for several companies within the same group. It allows you to limit the list to the coordinations of a specific main company.

Search by employee

If you want to manage the information of a specific employee (see which coordinations they are in, their documentation, etc.), this filter takes you directly to their records.

Search by vehicle / machine

Equivalent to the above, but for specific vehicles or machines. Useful when you need to locate a specific resource by registration number, serial number, etc.

Secondary filters

These are less frequent filters but useful in specific cases.

Search by coordination

Useful when your client works by specific tasks or events and therefore may have several simultaneous coordinations.

Note

If your client works directly by company (the usual case), it is normal to have only one coordination, so this filter has limited use.

Search by external company

Especially useful at the level of CAE managers who handle many external companies.

Note

For external managers, unless you manage numerous subcontractors, this filter will show a single external company and adds little value.

Quick recommendation

Your situation	Recommended filter
You work with several companies within the same group	Main company
You need to locate a person	Employee
You need to locate a vehicle or machine	Vehicle / machine
Your client opens coordinations by event or task	Coordination
You are a CAE manager of several external companies	External company

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Source: Smartosh internal documentation «Filters: Coordination search», available at Scribe.