Layout

Layout

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Staff

The main staff screen is like most of the screens on the SoftBooking system: organised with a list of all the staff on the main part of the screen to the right and with a sidebar to the left, which is where the main functions on the screen can be completed. In addition to this main staff screen, each staff also has a file where all the staff details are stored.

Staff main screen

The main staff screen is simply a list of all the staff. This list is further split into two lists; active and inactive staff, the system is defaulted to show active staff but the inactive list can be accessed by clicking the tab labelled show inactive staff which is located at the very top of the main grid. To open a staff file double click on the staff you wish to see. This will open up the selected staff file. You can also right click your mouse over the main list of staff, this gives you the following options: print preview – this shows the list in a printable format; autofit – this re-aligns the columns; expand groups; collapse groups; open in Excel; open in XML; select all; refresh. The list of staff on the screen can also easily be sorted and filtered to best suit the user:

Sorting

You can sort the list of staff by any of the column headings on the screen, for example, name or active. To sort press your left mouse button once on the column you wish the list to be sorted by, this will sort the column into alphabetical order, numbers will show first. To see the staff in reverse order simply press your left mouse button once to put it in alphabetical order and then a second time to see it in reverse order.

Filtering

The filtering function allows you to show or hide staff from the main list so if for example you only wished to see staff on the list which are therapists, you would use the filter function to filter out, those staff who are not therapists. To do this you press the small arrow on the column heading of the data you wish to filter by, a dropdown list will appear in which all data is shown. So using the therapist example you would click on the arrow next to the column titled therapist and select 'true'. To remove a filter, that is to say, to restore all staff to the list you can simply press the X which will appear at the bottom of the staff list in a grey box.

The sidebar

The sidebar is split into three separate menus, which are titled:

General options

The general options menu has the following options: Add new therapist and Edit therapist. If you wish to add a new staff member to the system, click the left mouse button on the Add new therapist text line, this will open a blank staff file. To open an existing staff file highlight the staff you wish to see, by single clicking on the name with the left mouse button, then pressing the Edit staff text line, this will open the staff file.

Search

The search box allows you to search for staff members from the main list. To search simply type in the staff name in the search box, then press the search button, the main screen will display a list of all staff meeting the search criteria. To clear the search and restore all staff to the main grid simply press the clear button.

Grid Options

The final menu is the grid options menu, which is common on almost all screens on the system and allows the following tasks to be completed: print preview – this shows the data in a printable format; autofit – this realigns the data columns; show group heading - if you select this option a bar will appear above the main grid, you can drag any column heading into this bar, the data on the main grid will then be grouped by the column heading you have dragged into the top bar; show customize – this brings up a list that allows you to customize the information displayed on the main screen, so if for example you wished to view the staff cost price on the main grid, you would click on the show customize text line, this will bring up a box with all the fields of information stored about staff, to add cost price, find cost price from the list and single click and hold the left mouse button, then drag the cost price box up to the main grid column headings, when you see to green arrows, release your mouse button, the new column will be added, to remove a column from the main grid again single click and hold the left mouse button on the column heading you wish to remove, drag this down to the show customize box and release the mouse; hide customize – this just hides the customize box; open in Excel – this allows the data to be exported into Microsoft Excel; open in XML – this allows the data to be exported into an XML format; select all – this selects all the clients on the main grid and final refresh, which refreshes or updates the information on the main grid.