ADMINISTRATOR: Advanced User Search
This article would only be applicable to users with an Administrator system role on their account, as this feature would not be accessible for non-administrator users.
This guide will explain how a system administrator may use the Advanced User Search to find users that meet particular criteria on the system. As an example, you may be looking to locate all users in a particular Specialty that do not have an open Job Plan, that also started with the organisation after 1/4/2020.
To access the Advanced User Search on SARD, navigate to the Administrator page, then select the User Data dropdown in the bar at the top. The Advanced User Search will show in this list.
You may use the below panels to filter users in the search based on information regarding them, or their account.
The products listed may show differently here, depending on which SARD products are in use at your organisation
You may use the remaining panels to filter users in the search based on information regarding the products they have access to, and their progress with them.
You may select options from multiple panels, and multiple options from one panel. In order to select more than one option in the same panel (i.e. two different Directorates), press and hold the CTRL key on a Windows PC or Command key if using a Mac.
Once you have selected your filter options, select the Search button to show your results. From here, you will see the number of users within the search parameters, as well as the options to email these users or export the results to a CSV file
Please Note: If you're looking to use the email feature to send the same message to all users captured in this list, depending on the number of users in your search results you may need to use the Send in batches option to email the users successfully.
This guide will explain how a system administrator may use the Advanced User Search to find users that meet particular criteria on the system. As an example, you may be looking to locate all users in a particular Specialty that do not have an open Job Plan, that also started with the organisation after 1/4/2020.
Access
To access the Advanced User Search on SARD, navigate to the Administrator page, then select the User Data dropdown in the bar at the top. The Advanced User Search will show in this list.
Filtering
You may use the below panels to filter users in the search based on information regarding them, or their account.
The products listed may show differently here, depending on which SARD products are in use at your organisation
Product details
You may use the remaining panels to filter users in the search based on information regarding the products they have access to, and their progress with them.
Multiple filters
You may select options from multiple panels, and multiple options from one panel. In order to select more than one option in the same panel (i.e. two different Directorates), press and hold the CTRL key on a Windows PC or Command key if using a Mac.
Results
Once you have selected your filter options, select the Search button to show your results. From here, you will see the number of users within the search parameters, as well as the options to email these users or export the results to a CSV file
Please Note: If you're looking to use the email feature to send the same message to all users captured in this list, depending on the number of users in your search results you may need to use the Send in batches option to email the users successfully.
Updated on: 05/09/2024
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