Searching and Filtering

Employees, Clients, Departments, Booking Requests and Bookings can be searched and filtered in comprehensive and wide ranging ways.


The software allows searching to be carried out in one of several ways. Searches can be carried out for staff, clients, or departments/locations. One way the system can be searched is through exact entry, where the system searches for matches based on a single character entry. Any field can be searched and matches are returned in under a second. Intially only active staff are searched, but this can be very quickly changed, through selecting a tick box to allow the searching of inactive and do not use records. Another way of searching is through extended matches, where the system auto completes words to match already exsisting entries on the system. A further search method is phonetic match, where both hard and soft pronunication matches are searched; this is useful if a word is not spelt as it sounds.  

Search for a Name

Through clicking a single button searching can be immediately switched between locations and departments, which is particularly useful if a client maintains several locations.

If a user is inputting a new entry, it will be automatically checked against existing ones, to prevent data duplication.

It is also possible for the user to carry out shift searches against a unique booking reference, customer reference or invoice number.


Filtering allows staff to be found 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.


In terms of shifts, filtering can be carried out through looking at available dates staff have said they can work, and the locations in which they have said then can work. Another useful feature of filtering information is that the information can be automatically remembered, so that if a client requests similar staff a second time round, the selection process is much more straightforward.

When a specific booking is selected, the user's profile will open in a new window, allowing easy navigation between both pages. The software also provides standard sorting, where lists are ordered when the column header is clicked, as is standard in most similar software; this feature also allows for basic grouping, for example grouping employees into groups based on the skills they have.

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