The Custom Search Tab Custom Search allows you to set specific criteria when looking for employees with particular skill sets or other attributes. The "Current Search" sub-tab calls up the "Search Criteria" dialog, which lets you filter Skills, Education, Locations, Job roles, Industries, and any custom profile types you have created. (Note: profile types will appear only if they have data and have not been disabled.) Once you have selected your filters, you can choose to save this set of criteria by checking the "Save this search as..." box (you will need to name the set of criteria you want to save). All saved criteria sets are found in a list when you click on the "Saved Searches" sub-tab. Note: When you create filters for your custom search, only resources that have a match in each of the filters will be displayed in the results. For example, say you have set up a search using a filter for the locations "north" and "south," and a filter for the education profiles "high school" and "bachelor's degree." A resource whose skill profile includes "north" as a location and "high school" as an education profile will be displayed in the search results. A resource whose profile includes both "high school" and "bachelor's degree" but neither "north" or "south" will not be displayed, as the resource's profile only has a match with one of the two filters. Note: Custom searches respect the User portion of the current filter set. If an "include" filter set is current, the search will return only included users, and will not include any generic resources. If an "exclude" filter set is current, the search will return any user who is not excluded as well as generic resources. When the results of the custom search are displayed, you will see a "Book" link in the "Action" column for each resource listed. If you click on this link for a particular resource, the "New Booking" dialog box will appear, with the resource pre-selected, allowing you to quickly create a booking for the resource. If you used an availability filter in your search, the booking date range and the resource's time ("Book by" field) will also be pre-filled in the "New Booking" dialog box. Custom Search > Current Search To conduct a custom search: 1. Click on the "Custom Search" tab, and then on the "Current Search" sub-tab. 2. In the "Search Criteria" dialog, click on the "Create" buttons adjacent to the filter categories you wish to use. 3. Use the filter dialog(s) to select the filter criteria, and then click on the filter pop-up window's "OK" button. 4. You can specify the time period during which resources matching the filtered profile requirements must be available. Fill out the start and end date fields, and indicate how much time is required (either in hours or as a percentage of a resource's available time). Specify whether you want the search to include only regular resources (users), only generic resources, or both. 5. When you have made all of your profile filters and selections, you can save this set of criteria by checking the "Save this search as..." box and entering a name for the criteria set in the adjacent field. You can also enter a description of the criteria set in the "Description" field. (Note: You can edit the saved search criteria by clicking on the name of the saved search, making your criteria changes, and running the search, without changing the search's name.) 6. To run the search, click on "Search." 7. You will see a table listing the results of your search; click on the "show all" link to see specific details about each resource. Click on the "Book" link to quickly create a booking for a particular resource. Custom Search > Saved Searches To run a saved custom search: 1. Click on the "Custom Search" tab, and then on the "Saved Searches" sub-tab. 2. Click on the "Run" icon adjacent to the name of the saved search you want to run. This will call up a "Search Criteria" dialog with your custom search filter choices already selected. 3. You can edit the "Search Criteria" dialog if necessary (be sure to save the new search), or just click on "Search." (Note: You can delete any saved searches by clicking on the trash can icon adjacent to its name.) How would I conduct a quick search?