Searches

The purpose of this article is to explain how the Searches module works within CEMAR and to explore navigating the register, how to create a new Search and how to mark the event as ‘dead’ (closing out the workflow).

Video content is available below.

The below article is based upon the ECC contract type and the terminology reflects this. Certain actions may be unavailable if you do not have the appropriate permissions. Please speak with your Superuser if this is the case.

Searches Register

In order to view the register, navigate to the left-hand expandable menu and select Registers followed by Searches:

mceclip0.png mceclip1.png

Within the register you’ll be shown a list of all existing searches within the contract and their current status.

Each event will be coloured differently in the register, depending on their state:

Blue – indicates that the search has been dealt with and is now 'dead'.
Black – indicates that the search is still current/outstanding.
Draft – a draft event by the Employer, which is not yet communicated (Only visible to the Employer).
Void – a draft event which has been voided.

It is possible to void a draft event by right-clicking on it from the register and selecting the option Mark this draft event as Void:

mceclip2.png 

How to Raise a New Search (Employer)

Please note that only the Employer is able to raise a search within CEMAR.

Start by navigating to the left-hand expandable menu and selecting Create New followed by Search.

This will open a new window in which you may title the search and add any relevant details.

There is also a tick box titled Show in Reminders.

mceclip3.png

By selecting this, when the event is communicated, a reminder will appear for both the Employer and the Contractor:

reminder.png

To communicate the event, select Send / Progress. The search event will now be visible for Contractor also.

How to Mark a Search as 'Dead' (Closed Out)

Please note, only the Employer can change the status of a Search.

Once a search is communicated, a new option will appear within the search titled The status of this search is ‘Dead’.

mceclip4.png

By selecting this, the search will be considered closed and is removed from the reminders page. This is also reflected in the register, coloured blue and struck through. 

Video Tutorial

Was this article helpful?
0 out of 0 found this helpful

Need further help? Contact our Support Team