Searching and Filtering

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


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.

Search for a Name

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 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.

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