Searching and Filtering

Nurses, Customers, Wards, Departments, Client Patients, Requests and Bookings can be searched and filtered in comprehensive and wide ranging ways.

Search

A single Key entry allows searching for Nurses to be carried out against First Name, Surname, Middle Names, Familiar or Nick Names and Employee references such as payroll number. By default only live or active Nurses are searched. One click allows the search to be global across Starters, Prospects, "Do not use" and Archived Employees. Uniquely searching is simultaneously carried out against the exact entry, extended matches (auto complete) and a phonetic match encompassing both hard and soft pronunciation matches to the entered text. Matches are returned in under a second.

Search for a Name
Similar searches are provided for customers and departments.
This feature allows complex names to be easily found even if the exact spelling is not known or the name is incorrectly typed - saving much time.
A single button allows drill down and bubble up between locations and departments.
New entries are automatically checked against existing ones preventing double entry of new employees.
A single Key entry provides shift searches against a unique booking reference, the customer reference, invoice number and automatic import key (from customer web sites, emails or web services).

Filtering

Comprehensive filtering allows employees and locations to be filtered against skill sets, or criteria such as employee "will work for" location matches, last contact dates, sales regions and other criteria such as employment category.

Filters
When shifts are concerned, filtering can be across date range: day, week, month or selected period, locations or down to department and skill level.
In addition the user (name) that entered requirements or made bookings can be used for daily filtering. This provides a quick check to see that all bookings made or cancelled that day have been appropriately notified before the end of the work period.
In addition when a booking is selected, the employee or department are also selected for automatic selection in subsequent windows.
Standard sorting allows shift lists to be displayed and put in order by the column header clicked and multiple shifts can be selected for many "group" tasks.

 

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