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What can I search for?

You can search for projects, people, project submissions, and clients. When you select what you are searching for you will be given search options based on your selection. Below is a list of the parameters and descriptions of the options you may see. Note that not all search options are available for everyone.

  • Project ID - Project ID's are automatically generated when a project is created. An ID can sometimes be easier to search for than a project name, if you have many similar projects.
  • Project Name - The name of the project entered by you or your admin.
  • Company Name - Name of the company
  • Consultant Name - Name of the consultant. Typically an organization name.
  • Survey Acronym - Many of the surveys in the system have acronyms associated with them. For example, the acronym for Leadership Competencies for Managers is LCM.
  • Project End Date - Sometimes referred to as Survey Deadline Date.
  • Class Location - This will only appear if the information is listed in the project's training module.
  • Class Date - This will only appear if the information is listed in the project's training module.
  • Last name, first name - Name of the individual you are looking for.
  • Email Address - Nearly everyone in the system has an email address.
  • Employee ID - Employee ID is optional information and may not be in the system for an individual.
  • Client ID - Client IDs are automatically generated by the system when a client is added.
  • Project Submission ID - Project Submission IDs are automatically generated by the system when a Create a Project process completed.
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