You can customize your TMS page to reflect the data you come across frequently, it saves time to go find specific searches or look up each learner\enrolment etc separately. When you open TMS, below is the screen you see (if this is your first time, or you haven’t setup a home search) :


 


 

There are multiple ways you can create your favourite searches and you can have up to 6 different searches displayed at the same time, as shown below:

 

 


How to add a search Item on your TMS Home page:

1. Click on ‘Add Item’ showing at the bottom left side of the screen. Once clicked, you will able to see the ‘New Item’ window popped up.


 


 

2. There are two buttons on the new pop up window ‘Save’ and ‘Cancel’. Clicking on the ‘Cancel’ will close this window.


 


3. First thing you will be selecting on the new pop up form is the ‘Category’. You will have multiple choices as shown in the screenshot below – Please note that these standard searches are provided by the vendor


 

4. After selecting the category, ‘Item type’ will always default to ‘Search’. You can customize the search further by choosing the drop down of ‘Item’ (As shown below). In this example, you can choose from 3 different choices, depending on what information you after. Click ‘Save’


 

 5. Below will be how your screen will look after clicking ‘Save’

 

 

You can have multiple search screens on your home page, depending on your screen scaling, you can add up to 6 different searches.

 


6. If you can’t find the right search for you, you can always select ‘User Searches’ from the Category drop down as shown below and this will give you access to all Public searches available:


 

7. In this example, we have chosen ‘Training Prog’ table, and we would like to find all the active enrolments in a company as shown below. You can enter any company you wish to know the active enrolments for. Alternatively, if you have a search setup for yourself (your enrolments), you will be select that search too. The sky is the limit here on the different variations of searches available in this window.

 

8. Some handy searches available:

 

  • Completions by Company in a certain date range. 
  • Active Enrolments by Company
  • Resource Orders not invoiced by a certain user
  • Moderations by Moderator?
  • Account manager contacts etc.

 

As you can see, the possibilities are endless. The best way to know what is best for you is to have a play with these searches. You are always welcome to contact IT for further assistance. Thank you.


 

9. You can change the size of the search window by clicking on the top right corner of the pop up window. You can additionally, change the data criteria as well as remove the window all together. 


 

 







https://competenz.freshservice.com/support/solutions/articles/5000059490