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Original 2026-01-01
Modified 2026-02-28
1 <h3>In this article and tutorial, you will learn how to:</h3>
1 <h3>In this article and tutorial, you will learn how to:</h3>
2 <p><a>Search for specific candidates.</a></p>
2 <p><a>Search for specific candidates.</a></p>
3 <p><a>Filter orders by location, user, screening packages, billing location, and more. </a></p>
3 <p><a>Filter orders by location, user, screening packages, billing location, and more. </a></p>
4 <p><a>Save searches that you frequently run and want to access again.</a></p>
4 <p><a>Save searches that you frequently run and want to access again.</a></p>
5 <p><strong>Click START to begin.</strong></p>
5 <p><strong>Click START to begin.</strong></p>
6 <p>1. The home screen will show your 20 most recent orders. To view all pending orders, click<b>In Progress</b></p>
6 <p>1. The home screen will show your 20 most recent orders. To view all pending orders, click<b>In Progress</b></p>
7 <p>2. To access all orders completed in the current month, click <b>Completed</b></p>
7 <p>2. To access all orders completed in the current month, click <b>Completed</b></p>
8 <p>3. To search for additional orders, click the <b>Search Tab</b></p>
8 <p>3. To search for additional orders, click the <b>Search Tab</b></p>
9 <p>4. You can search by candidate <b>First and/or Last Name</b></p>
9 <p>4. You can search by candidate <b>First and/or Last Name</b></p>
10 <p>5.<b>Social Security Number</b></p>
10 <p>5.<b>Social Security Number</b></p>
11 <p>6. And filter by other options such as location, contact, or category.</p>
11 <p>6. And filter by other options such as location, contact, or category.</p>
12 <p>7. You can also search a select time period. If you are not finding your candidate, trying un-checking the ‘<b>Search Last 2 Months’ box</b>and that will usually help.</p>
12 <p>7. You can also search a select time period. If you are not finding your candidate, trying un-checking the ‘<b>Search Last 2 Months’ box</b>and that will usually help.</p>
13 <p>8. You can save searches that you frequently run and want to access again.</p>
13 <p>8. You can save searches that you frequently run and want to access again.</p>
14 <p>9. Saved searches can be accessed at the top of the page under<b>Load Saved Search.</b></p>
14 <p>9. Saved searches can be accessed at the top of the page under<b>Load Saved Search.</b></p>
15 <p>10. Select a saved search.</p>
15 <p>10. Select a saved search.</p>
16 <p>11. Click<b>Go</b></p>
16 <p>11. Click<b>Go</b></p>
17 <p>12. That’s it. You’re done.</p>
17 <p>12. That’s it. You’re done.</p>
18 <h3>Here’s an interactive tutorial</h3>
18 <h3>Here’s an interactive tutorial</h3>
19 <p><a>https://www.iorad.com/player/1802050/How-to-search-for-orders-candidates-and-save-customized-search-views</a></p>
19 <p><a>https://www.iorad.com/player/1802050/How-to-search-for-orders-candidates-and-save-customized-search-views</a></p>
20 <p>(Don’t have time to go through the tutorial? <a>Click here</a> to download a PDF copy of the tutorial). </p>
20 <p>(Don’t have time to go through the tutorial? <a>Click here</a> to download a PDF copy of the tutorial). </p>
21 <h3>Search for Candidates</h3>
21 <h3>Search for Candidates</h3>
22 <p>Use the search tab to search for and manage your candidates. You can search for candidates by first and/or last name, social security number, application status, hire status, adjudication, packages, location, and date. </p>
22 <p>Use the search tab to search for and manage your candidates. You can search for candidates by first and/or last name, social security number, application status, hire status, adjudication, packages, location, and date. </p>
23 <h3>Filter Orders </h3>
23 <h3>Filter Orders </h3>
24 <p>You can drill down on orders by filtering by tracking number, location, user, screening package, date, billing location, and more.</p>
24 <p>You can drill down on orders by filtering by tracking number, location, user, screening package, date, billing location, and more.</p>
25 <h3>Save Search View</h3>
25 <h3>Save Search View</h3>
26 <p>You can save searches that you frequently run and want to access again.</p>
26 <p>You can save searches that you frequently run and want to access again.</p>
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