Searching
Searching can be carried out in a number of a ways. Searches can
be carried out for staff, clients, or departments/locations. One
way the system can be searched is through exact entry, where a
search is carried out based on a single character entry. Any
field can be searched and matches will be returned in under a
second. At first only active staff are searched, however this can
be changed in preferences through simply ticking a box to enable
the searching of inactive and do not use records. Another way the
system can be searched is through extended matches, where the
system automatically completes words based on already existing
words within the system. Another way is phonetic match, where the
system cleverly searches both the hard and soft pronunication
matches of a word, therefore even if a word is not spelt as it
sounds, it can still be found.
Searching can be easily switched between locations and
departments through the clicking of a button. This is particuarly
useful if a client maintains several locations.
When inputting a new entry, it will be automatically checked
against already existing ones to prevent data duplication.
The user will also be able to carry out shift searches against a
unique booking reference, customer reference or invoice number.
Filtering
Filtering is useful for finding staff quickly and efficiently.
As an example, if a client requests 10 locum doctors, the software
will filter out all the staff who are not trained to work as a
doctor, saving the user having to search through individual
records.
When it comes to shifts, filtering can be used to look at
available dates staff have said they can work, and the locations in
which they have said they can work. Filtering information is
automatically remembered, so that if a client requests staff they
have used before, the selection process is quick and
straightforward.
Where a specific booking is selected, the user's profile will
open in a new window, allowing easy navigation between both pages.
The software also makes use of standard sorting,
where lists are ordered when the column header is clicked. This
feature also allows for basic grouping, for example grouping
employees into groups based on the locations they have said they
can work.