Searching
Searching can be carried out for staff, departments, customers
or locations. There are several ways of searching the
system; one is through exact character entry, where the
search matches anything from a single character. Any individual
field can be searched and matches are returned in under a second.
The system allows the ability to search both active and inactive
records through altering search preferences, by simply ticking a
box.
Another way of searching the system is through extended
matches, where the system autocompletes words to find exsisting
entries. A even more ingenius way is through phonetic match, where
the system searches both hard and soft pronunciation matches, so a
word can be found even if it is not spelt as it sounds; this
enables a greater chance of finding the correct entry.
You can immediately switch between locations and departments
with the touch of a single button, which is great if a client is
linked to more than one location.
New entries are checked against already existing ones to prevent
unnecessary data duplication. Users can also carry out shift
searches against a unique booking reference, customer reference or
invoice number, providing a wide array of search options.
Filtering
Filtering is another way to ensure you are meeting a customer's
exact requirements. As an example a client may call up asking for
20 secretarial staff and through filtering by skill sets and
selecting the required skill as secretarial, these staff can be
quickly found, reducing the client's waiting time
significantly.
Where shift preferences are concerned, filtering can be used to
look at the dates and times an employee has requested to work, as
well as their preferred location of work. Information is
automatically remembered so it is very straightforward if a
customer requests the same staff as they have previously used.
When a specific booking is selected, the employee's page will be
opened in a new page, enabling both windows to be viewed at the
same time. The software enables sorting of lists, either
alphabetically or in order of preference and so forth. Grouping can
also be used to group employees into different categories such as
the location they are willing to work in.