Searching and Filtering
Nurses, Customers, Wards, Departments, Client Patients, Requests and Bookings can be searched and filtered in comprehensive and wide ranging ways.
Search
A single Key entry allows searching for Nurses to be carried out
against First Name, Surname, Middle Names, Familiar or Nick Names
and Employee references such as payroll number. By default only
live or active Nurses are searched. One click allows the search to
be global across Starters, Prospects, "Do not use" and Archived
Employees. Uniquely searching is simultaneously carried out against
the exact entry, extended matches (auto complete) and a phonetic
match encompassing both hard and soft pronunciation matches to the
entered text. Matches are returned in under a second.
Similar searches are provided for customers and departments.
This feature allows complex names to be easily found even if the
exact spelling is not known or the name is incorrectly typed
- saving much time.
A single button allows drill down and bubble up between locations
and departments.
New entries are automatically checked against existing ones
preventing double entry of new employees.
A single Key entry provides shift searches against a unique
booking reference, the customer reference, invoice number and
automatic import key (from customer web sites, emails or web
services).
Filtering
Comprehensive filtering allows employees and locations to be
filtered against skill sets, or criteria such as employee "will
work for" location matches, last contact dates, sales regions and
other criteria such as employment category.
When shifts are concerned, filtering can be across date range:
day, week, month or selected period, locations or down to
department and skill level.
In addition the user (name) that entered requirements or made
bookings can be used for daily filtering. This provides a quick
check to see that all bookings made or cancelled that day have been
appropriately notified before the end of the work period.
In addition when a booking is selected, the employee or department
are also selected for automatic selection in subsequent
windows.
Standard sorting allows shift lists to be displayed and put in
order by the column header clicked and multiple shifts can be
selected for many "group" tasks.