In-App Help was last updated in 8.6.4 (released 10/23/2019) if you are looking for help with a feature that has been added or enhanced since 8.6.4, please check in Online Help from Help menu.

Finding Information with Search

The Search function allows you to find scheduled employees based on search terms and a date or date range. If you do not enter a date, the application automatically uses today's date.

You can use Search to find out where someone is working on a given date, who is working a particular task on a given date, or when the person's next scheduled shift is.

Search is limited to the following users:

• Users assigned to a user group other than the Unassigned User group in Staff Manager Administrator.
• Users assigned to the Unassigned User group in Staff Manager Administrator but not mapped to an employee record. These types of users are usually added to Staff Manager to give them access to the application without being scheduled. Examples may include users from the organization's directory assistance or IT departments. These users may not be a part of the staff being scheduled in Staff Manager, but they need the ability to find employees within it.

Using Search

Complete the following steps to use Search:

1. From the menu bar, select Search. This opens the Search page.
2. In the box, enter the text you want to search for and a date. For best results, use the Search guidelines shown below.
3. If you want to, you can select additional search options.
   1. Selecting Search User Defined Fields uses your search term to search the User Defined Field Categories, Fields, and Values associated with your employee records.
   2. Selecting Competencies uses your search term to search the Competency Types and Values.
4. Click Search. The application displays the matching search results. If the application does not find any matches, it displays the message No data available in table.
5. If you want to filter your results using another search term, enter the term in the Search Results For box. As you enter each letter and number, the application filters the results to show only those records that match your term.

Search Guidelines

Enter dates in numerical format. If your search term and the defined date format of your Staff Manager solution include slashes, such as 07/09/2014, Search first tries to validate your search term as a valid date. If it is not a valid date, Search treats the slashes as part of your search term. For all other times a slash is found in a string, it is treated as part of the search string.

If your search term and the defined date format of your Staff Manager solution include hyphens, such as 07-09-2014, Search first tries to validate that your search term is a valid date. If it is not a valid date, Search treats the hyphen as part of your search term. For all other times Search finds a hyphen in your search term, Search treats it as part of your search term.

Enter data ranges with a hyphen (-) separating the start date and the end date, with no spaces in between. For example, to search the date range of December 1, 2014 to December 7, 2012, enter 12/01/2014-12/07/2014 or 01/12/2014-07/12/2014.

Be aware that the application only displays schedule data that is in a published date range. Published dates are profile-based, meaning that the schedule data for profile A uses the publish dates for profile A, while schedule data for profile B uses the publish dates for profile B.

Put quotation marks ("") around your text to search for a multiple word string, such as "Charge Nurse" or "Off Day".

Search performs wild card searches for all search terms of four characters or more, meaning it returns any items containing those characters. Search treats search terms of three characters or less as exact match searches and only returns matches containing the exact characters you entered.

• If you do not know a character in your search term, you can use the question mark (?) wild card. For example, entering ?arl finds names such as Carl and Karl.
• If you do not know a range of characters in your search term, you can use the asterisk (*) wild card. For example, entering Li*a finds both Lisa and Linda.

You can search a specific database table by entering the table name and the keyword with a colon (:) and no space between them. For example, to search for an employee named Smith, enter the search term Employee:Smith. If your search term contains a colon but does not include a search table name, Search treats the colon as part of your search term. You can perform the following table-specific searches:

• Employee
• Profile
• Assignment or Assignment Information
• Task

When searching for tasks, remember that Search only returns those tasks an administrator has marked Show in Web in Staff Manager Client. In the same fashion, Search only returns Assignments that have Show in Web tasks.

The Search Output Display Table

The Search Output Display Table displays all search results in order of relevance to your search criteria. Search calculates relevance as a percentage and displays this percentage beside each result. A percentage of 100% means that Search found an exact match for your search criteria. The Search Output Display Table highlights the matching data elements so that you can understand why the data is included.

You can increase the number of search results the page displays by selecting 10, 25, 50, or 100 from the Show entries menu. The default is 10 results per page. At the bottom left corner, the table displays the message Showing [1#] to [2#] of [3#] entries, where 1# is the first result number shown on the page, 2# is the last result number shown on the page, and 3# is the total number of search results. For example, if you have selected 10 results per page, you are on page 2 of the results, and there are 30 results in all, the table displays the message Showing 11 to 20 of 30 entries.

When your search returns many search results, the lower right corner of the Search Output Display Table displays the following page navigation buttons:

• First: Clicking First returns you to the first page of search results.
• Previous: Clicking Previous returns you to the previous page of search results.
• The numbers 1 through 5, depending on how many pages of results there are: Clicking a page number takes you to that result page.
• Next: Clicking Next takes you to the next page of search results.
• Last: Clicking Last takes you to the last page of search results.

You can also search within the search results. Begin typing your new term in the Search Results For box. As you begin typing, the search results shrink based on what you type. If you clear the Search Results For box, the page displays the full set of search results based on your top-level search criteria.

The Search Output Display Table contains the following columns:

• Percent Match: Search calculates relevance as a percentage and displays this percentage beside each result. A percent match of 100% means Search found an exact match.
• [Employee] Name: The employee's name in last name, first name format. The title of this column changes based on the configuration of your solution. The default value is Employee, but your organization can configure it to match its preferred term, such as Provider, Partner, or Caregiver.
• Scheduled Profile: The profile name of the assigned task
• Schedule Date: The day and date of the scheduled task, such as Mon, 07/09/2012
• [Assignment Information]: The title of this column changes based on the configuration of your solution. The default value is Assignment, but your organization can configure it to match its preferred term, such as Duty or Location.
• Task Abbr: The task abbreviation
• Start Time/End Time: The start and end time of the scheduled task
• Contact #: The employee's contact telephone number. If the employee has multiple phone numbers on file in the Staff Manager database, the Search results will show the number that comes first in the following order:
  • Pager number
  • Work phone number
  • Cell phone number
  • Home phone number

You can sort the search results in ascending or descending order based on the column headings. Depending on which column you select, Staff Manager will sort the results using the following rules:

• If you sort the results using the [Employee] Name column, Staff Manager sorts the data first by employee name (last name, first name order), then by schedule date, assignment, and task.
• If you sort the results using the Schedule Date column, Staff Manager sorts the data first by assignment, then by task, then by employee name.
• If you sort the results using the Scheduled Profile column, Staff Manager sorts the data first by Profile name, then by employee name, schedule date, assignment, and task.
• If you sort the results using the [Assignment Information] column, Staff Manager sorts the data first by Assignment name, then by task, scheduled profile, scheduled date, and employee name.
• If you sort the results using the Task Abbr column, Staff Manager sorts the data first by Task Abbr name, then by scheduled profile, scheduled date, and employee name.

Printing Your Search Results

1. Click Print . This opens a new browser window with the search results as an Adobe Portable Document Format (PDF) file.
2. Move your cursor over the bottom of the page to display the PDF option bar.
3. Click Print .

Known Limitation

When you include the option to search User Defined Fields or Competencies, those values are included in filtering the results; however, the data table does not display the actual UDF or Competency. You should use the Percent Match to help determine if these fields are part of the reason the tool displays the employee in the results. If you search for Heart and there is no field displayed with Heart, yet the Percent Match is 100%, that is because the application found Heart in either of the UDF or Competency fields. The page will display the actual data in a future release.

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