{"id":2502,"date":"2017-10-10T17:51:24","date_gmt":"2017-10-10T17:51:24","guid":{"rendered":"https:\/\/www.betterimpact.com\/trialguide\/11a-searching-quick-search\/"},"modified":"2019-01-28T15:44:34","modified_gmt":"2019-01-28T15:44:34","slug":"searching-basic-search","status":"publish","type":"page","link":"https:\/\/www.betterimpact.tv\/VI-trialguide\/searching-basic-search\/","title":{"rendered":"11b &#8211; Searching-Basic Search"},"content":{"rendered":"<p style=\"text-align: center;\"><iframe loading=\"lazy\" src=\"https:\/\/player.vimeo.com\/video\/298446434?autoplay=1&amp;loop=1&amp;autopause=0\" width=\"1280\" height=\"720\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><br \/>\n<a class=\"maxbutton-101 maxbutton maxbutton-back-searching-quick-search\" href=\"https:\/\/www.betterimpact.tv\/vi-trialguide\/searching-quick-search\/\"><span class='mb-text'>BACK<\/span><\/a>\n<a class=\"maxbutton-102 maxbutton maxbutton-next-searching-saved-search\" href=\"https:\/\/www.betterimpact.tv\/vi-trialguide\/searching-saved-search\/\"><span class='mb-text'>NEXT<\/span><\/a>\n<div id=\"accordions-3007\" class=\"accordions-3007 accordions\" accordionsdata={&quot;lazyLoad&quot;:false,&quot;id&quot;:&quot;3007&quot;,&quot;event&quot;:&quot;click&quot;,&quot;collapsible&quot;:&quot;true&quot;,&quot;heightStyle&quot;:&quot;content&quot;,&quot;animateStyle&quot;:&quot;swing&quot;,&quot;animateDelay&quot;:1000,&quot;navigation&quot;:true,&quot;active&quot;:999,&quot;expandedOther&quot;:&quot;no&quot;}>\r\n                    <div class=\"items\" >\r\n        \r\n                <div post_id=\"3007\" itemcount=\"0\"  header_id=\"header-1540562235218\" id=\"header-1540562235218\" style=\"\" class=\"accordions-head head1540562235218 border-none\" toggle-text=\"\" main-text=\"STEP BY STEP INSTRUCTIONS\">\r\n                                            <span id=\"accordion-icons-1540562235218\" class=\"accordion-icons\">\r\n                            <span class=\"accordion-icon-active accordion-plus\"><i class=\"fa fas fa-chevron-up\"><\/i><\/span>\r\n                            <span class=\"accordion-icon-inactive accordion-minus\"><i class=\"fa fas fa-chevron-down\"><\/i><\/span>\r\n                        <\/span>\r\n                        <span id=\"header-text-1540562235218\" class=\"accordions-head-title\">STEP BY STEP INSTRUCTIONS<\/span>\r\n                                    <\/div>\r\n                <div class=\"accordion-content content1540562235218 \">\r\n                    <h4><span style=\"color: #000000;\">A <em><strong>basic search<\/strong><\/em> can be run to find a volunteer or list of volunteers that match a specific set of criteria. For the purpose of this trial we will walk through an example that will produce a list of volunteers on the screen. However, this search function can be applied in the same way to perform many other tasks within your Better Impact account including running reports, communicating with volunteers and performing volunteer status changes.<\/span><\/h4>\n<h4><span style=\"color: #000000;\">In the example below, we are going to search for volunteers that are not on the schedule on a specific date (Saturday, June 9th, 2018), and who are qualified for a specific activity (Information Booth Attendant). <\/span><\/h4>\n<h4><\/h4>\n<h4><span style=\"color: #000000;\"><strong>1. Go to: any option that requires a search (People >> Search).<\/strong><\/span><\/h4>\n<h4><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-2662 size-full\" src=\"https:\/\/www.betterimpact.com\/wp-content\/uploads\/sites\/14\/2018\/04\/Picture1-26.png\" alt=\"\" width=\"974\" height=\"295\" \/><\/h4>\n<h4><\/h4>\n<h4><\/h4>\n<h4><span style=\"color: #000000;\"><strong>2. In the \u2018Module and Status Filters\u2019 section, select the desired statuses to include in the search.<\/strong><\/span><\/h4>\n<h4><\/h4>\n<h4><span style=\"color: #000000;\"><strong>3. Optional: In the \u2018Communications Filters\u2019 section, select the desired option. Settings are broken down into three categories (email, mobile email and text messaging).<\/strong><\/span><\/h4>\n<h4><\/h4>\n<h4><span style=\"color: #000000;\"><strong>4. Optional: In the \u2018Group Filters\u2019 section, select the desired option.<\/strong><\/span><\/h4>\n<h4><\/h4>\n<h4><span style=\"color: #000000;\"><strong>5. Click the [Add Search Criteria] button to add other options to your search.<\/strong><\/span><\/h4>\n<h4><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-2663 size-full\" src=\"https:\/\/www.betterimpact.com\/wp-content\/uploads\/sites\/14\/2018\/04\/Picture5-8.png\" alt=\"\" width=\"974\" height=\"818\" \/><\/h4>\n<h4><\/h4>\n<h4><\/h4>\n<h4><span style=\"color: #000000;\"><strong>6. From the Search Type drop list, select what you would like to search for (in this example we will select \u2018Schedule Date\u2019).<\/strong><\/span><\/h4>\n<h4><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-2664 size-full\" src=\"https:\/\/www.betterimpact.com\/wp-content\/uploads\/sites\/14\/2018\/04\/Picture6-4.png\" alt=\"\" width=\"974\" height=\"656\" \/><\/h4>\n<h4><\/h4>\n<h4><\/h4>\n<h4><span style=\"color: #000000;\"><strong>7. Click on \u2018Not on the Schedule\u2019.<\/strong><\/span><\/h4>\n<h4><\/h4>\n<h4><span style=\"color: #000000;\"><strong>8. Enter a date or date range.<\/strong><\/span><\/h4>\n<h4><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-2789 size-full\" src=\"https:\/\/www.betterimpact.com\/wp-content\/uploads\/sites\/14\/2018\/04\/screentshot-8.png\" alt=\"\" width=\"904\" height=\"647\" \/><\/h4>\n<h4><\/h4>\n<h4><\/h4>\n<h4><span style=\"color: #000000;\"><strong>9. Select the category and activity from the drop list (or leave as 'do not filter' to apply the search to all categories and activities).<\/strong><\/span><\/h4>\n<h4><\/h4>\n<h4><span style=\"color: #000000;\"><strong>10 Click the \u2018Add\u2019 button to add the second criteria for your search.<\/strong><\/span><\/h4>\n<h4><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-2790 size-full\" src=\"https:\/\/www.betterimpact.com\/wp-content\/uploads\/sites\/14\/2018\/04\/screenshot-10.png\" alt=\"\" width=\"904\" height=\"650\" \/><\/h4>\n<h4><\/h4>\n<h4><\/h4>\n<h4><span style=\"color: #000000;\"><strong>11. From the Search Type drop list, select \u2018Qualified for Activity\u2019.<\/strong><\/span><\/h4>\n<h4><\/h4>\n<h4><span style=\"color: #000000;\"><strong>12. Make sure that \u2018Qualified for activity\u2019 has been selected.<\/strong><\/span><\/h4>\n<h4><\/h4>\n<h4><span style=\"color: #000000;\"><strong>13. Select the category and activity from the drop list.<\/strong><\/span><\/h4>\n<h4><\/h4>\n<h4><span style=\"color: #000000;\"><strong>14. Click the [Add and Go] button to run your search.<\/strong><\/span><\/h4>\n<h4><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-2791 size-full\" src=\"https:\/\/www.betterimpact.com\/wp-content\/uploads\/sites\/14\/2018\/04\/screenshot-14.png\" alt=\"\" width=\"904\" height=\"648\" \/><\/h4>\n                <\/div>\r\n            <\/div>\r\n\r\n\r\n    \r\n                <\/div>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":4,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-2502","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/www.betterimpact.tv\/VI-trialguide\/wp-json\/wp\/v2\/pages\/2502","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.betterimpact.tv\/VI-trialguide\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.betterimpact.tv\/VI-trialguide\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.betterimpact.tv\/VI-trialguide\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/www.betterimpact.tv\/VI-trialguide\/wp-json\/wp\/v2\/comments?post=2502"}],"version-history":[{"count":0,"href":"https:\/\/www.betterimpact.tv\/VI-trialguide\/wp-json\/wp\/v2\/pages\/2502\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.betterimpact.tv\/VI-trialguide\/wp-json\/wp\/v2\/media?parent=2502"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}