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 an Administrator may use the Advanced User Search to find users that meet particular criteria on the system. For example, you may want to locate all users in a particular specialty that do not have an open Job Plan, and who joined the organisation after 01/04/2020.
To access the Advanced User Search on SARD, go to the ADMIN view, select the User Data tab, then choose Advanced User Search from the drop-down menu.
You may use the below panels to filter users in the search based on information regarding them, or their account:
The products listed above may show differently for you, 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, click 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:
If you are looking to use the email feature to send the same message to all users captured in this list, you may need to use the 'Send in batches' option, depending on the number of users in your search results.
This guide will explain how an Administrator may use the Advanced User Search to find users that meet particular criteria on the system. For example, you may want to locate all users in a particular specialty that do not have an open Job Plan, and who joined the organisation after 01/04/2020.
Access
To access the Advanced User Search on SARD, go to the ADMIN view, select the User Data tab, then choose Advanced User Search from the drop-down menu.
Filtering
You may use the below panels to filter users in the search based on information regarding them, or their account:
The products listed above may show differently for you, 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, click 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:
If you are looking to use the email feature to send the same message to all users captured in this list, you may need to use the 'Send in batches' option, depending on the number of users in your search results.
Updated on: 06/03/2025
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