Understanding the Express Search Feature
The Express Search feature enables you to specify resource requirements and search for resources to fulfill those requirements in a single session, without a service order. You can define requirements by using a qualification profile or by selecting from a list of qualifications or from the Competency tree. You can also enter free-form keywords in the search criteria. After you define the qualifications, specify the project start and end dates, and select the group of resources or resource pool to consider, the Search Framework goes to work. The process compares the resource profiles for all members of the resource group or pool to determine a qualification ranking. It then looks at the resource schedules and returns a list of resources in order of qualification rank and availability.
Use the Express Search feature to:
Identify possible resources for an opportunity where a formal request for services is premature.
Search for resources, select the appropriate resource, and create an assignment in a single session where an audit trail of formal requests for services is not required.
Explore knowledge capital in specific parts of the organization.
Identify qualified candidates to fulfill project resource requirements in PeopleSoft Program Management.
If you find resource candidates for the specified requirements but want to keep searching with slightly different requirements, you can move the candidates to a holding area and perform iterative searches. If you decide to save the search criteria—dates, qualifications, and keywords—as a service order, the resources in the holding area appear as recommendations in the service order resource request.
Note: The Express Search feature does not evaluate manager recommendations or resource bids to determine the qualification ranking.
Before you can use the Express Search feature, you must:
Create resource groups and resource pools.
These enable you to limit, broaden, or redirect the search for resources from the Express Search page.
Create the search index.
This enables you to search on competencies, accomplishments, work experience, and default resume attachment information for each eligible resource.
See Setting Up and Maintaining the Search Framework and Resource Matching Cache Tables.