How to filter records in the Schedule Board
In the Client Services area, select Schedule Board, as shown below:
The Schedule Board will start populating and display the Initial Public View after some time.
You may choose any field in the left-hand panel to filter. However, it is recommended that the following filters are used:
* Characteristics: Use this filter to narrow down a practitioner’s skills
* Territories: Use this filter to sort by site, if filtering by outreach remember to view the placeholder to identify which site the practitioner is at on the day you require.
* Resource Types: Use this filter if you want to identify the room availability e.g., select equipment.
* Teams: Use this filter to identify which team a worker belongs to e.g., Counsellors, FDRP’s.
Once you have the criteria you require click Search at the bottom of the filter page
Often the Set Default Filters are changed on the Initial Public View which can change the filtering on the schedule board for all users. If there are selections within the boxes the Initial Public View has been changed.
To revert it back to the original Default view, remove the filters by clicking on the X next to the name once all cleared click on Options and select Save Current Filters as Default option and select Apply.
Note: Changing the default filters on the Initial Public View affects all users.
Need more help?
Ask your Practice Lead or Supervisor.
Ask the Help Desk (Log a helpdesk ticket)