Real-World Use Cases for Advanced Search

Real-World Use Cases for Advanced Search
 

📌 Summary

Ontraccr’s Advanced Search feature can support a wide range of workflows by enabling deep, criteria-based filtering across Forms and Boards. This article outlines specific, real-world use cases directly mentioned in the product deep dive session.

🔐 FORMS: Use Cases

✅ 1. Safety Audits & Incident Tracking

• Scenario: Identify FLHA forms where someone reported an injury.
• How:
  • Select the FLHA form
  • Add condition: Was anyone injured during this task? → Equals → Yes
  • Filter by date range: Created At → Within last 12 months
• Use Case: Rapidly retrieve records for internal incident review or external compliance.

✅ 2. Hazard-Specific Reporting

• Scenario: Find safety forms mentioning a specific hazard like “Fall Hazard.”
• How:
  • Add condition for the hazard-related field
  • Use operator: Includes → Fall
• Use Case: Monitor trends across specific hazard types over time.

📦 BOARDS: Use Cases

✅ 3. Project Tracker — Deal Status Monitoring

• Scenario: Find project cards that were marked as “Lost” or “Awarded.”
• How:
  • Select “Project Tracker” card design
  • Add condition: Status → Equals → Lost or Awarded
• Use Case: Sales or estimating teams can review recent project wins/losses.

✅ 4. Customer-Based Card Filtering

• Scenario: View all cards for a specific customer across your boards.
• How:
  • Add condition: Customer Name → Includes → Customer A
• Use Case: Account managers can filter deliverables or activity per client.

✅ 5. Date-Based Project Filtering

• Scenario: View all cards created during a specific quarter.
• How:
  • Add condition: Created At → Within → e.g. April 1 to June 30
• Use Case: Progress tracking or billing review by date.