The Saved Searches' module of your Dashboard provides you with an easy way to access your saved searches.

The following pages allow you to save your searches:

  • My Workflows
  • Clients
  • My Employees
  • Suppliers
  • Supplier Workers

When you save a search, that search can be pinned to your Dashboard within the Saved Searches' module.

An example of the Saved Searches' module is provided below: 

The drop-down options in the module represent each page that allows a search to be saved. For a search to appear in the module, it has to be toggled ON. To do so, please see the steps provided below.

Steps: Configure the widget - Pin a saved search to your dashboard

The following steps show you how to make a saved search appear in the Saved Searches' module of your Dashboard:

  1. Log in to Sitepass as an Administrator or a Work Site Manager.
  2. Go to the Saved Searches' module on your Dashboard (which is the landing page). 
  3. Go to the drop-down and select the page the search was saved against. For example, if you saved a search in the Suppliers' page, you would choose Suppliers from the Saved Searches' drop-down. 
  4. Go back to the drop-down and select Configure Widget.
    An example of the Configure Widget option is provided below:

    The Configure dashboard panel opens. Your saved searches appear in the panel - these are the searches that you have saved in the page you selected from the drop-down (in step 3). An example of the panel is provided below:

  5. Toggle ON a search to have it appear in the Saved Searches' module. Toggle ON all the options that you require.

    When you toggle an option ON or OFF, a confirmation box appears to show that your change has been accepted. An example of the confirmation box is provided below:
  6. Select the Close button to close the panel.
  7. Review the Saved Searches' module. You will now be able to see your toggled-ON searches in that module. An example is provided below:

Congratulations! You have pinned a saved search to your Dashboard.

More Information

For more information on searching, please see the following articles: