Searching
Multiple searches can be carried out for staff, clients or
departments or locations. The system can be searched in many
different ways, one is exact entry, where the system searches for
exact matches, for instance if you wanted to search by a specific
name. The search can take place from a single character entry, and
any field can be searched. At first only active staff are searched,
but this can be quickly changed, by ticking a box to enable the
search to include inactive and do not use records. Another search
method the system uses is extended matches, where words are
autocompleted to match words on the system. One other method is
through phonetic match, which allows for both hard and soft
pronunication matches, so if a word is not spelt as it sounds, the
system will still be able to find the information. Matches are
returned quickly and efficiently in less than a second.
It is very easy to switch between departments and locations, and
this can be done through the touch of a button. Not only this, but
if a user is entering a new entry, it will be checked against
existing entries to prevent data duplication.
It is also possible for the user to carry out shift searches
against a unique booking reference, a customer reference or
invoice number.
Filtering
Filtering allows any information regarding employees or clients
or bookings to be quickly found and organised. For example a client
may require 5 English to French interpreters, and through
filtering, these requirements can be very quickly met.
In terms of filtering shifts, filtering can be done by looking
at the dates each employee has said they can work, their
preferred location and their current skill level. Another useful
feature is that previous filters are
automatically remembered meaning that if a client asks for the
same staff again, all the information is saved and staff do not
need to be filtered again.
When a specific booking has been selected, the employee's
profile will open in a new window, allowing both windows to be used
alongside each other. The software also allows for sorting, and
basic grouping, for example grouping employees into a location they
wish to work in.