Purpose & Outcomes
The Search feature in empowOR allows users to find records within various databases (e.g., Participants, Programs, Staff) using filter fields specific to each category. Users can save frequent searches in Saved Searches and designate one as the Default Search to load automatically.
Prerequisites
- Search fields are predefined based on the most commonly used filters.
- Search results depend on accurate data entry; missing or incorrect information can affect results.
Permissions & Access
- Access to search features is controlled by agency settings, including work templates, forms, and user roles.
- Users can only search within areas where they have been granted access.
Steps to Perform a Search
- Basic Search: The search screen defaults to a basic view with selected filters.
- Advanced Search: Click the Chevron to expand the search filters.
- Include Archived Records: Check Archived Only to include deactivated records.
- Execute Search: Click Search to display results.
- Refine Search: Parameters are saved automatically for refinement; click Reset to clear filters.
Managing Saved Searches
- Save a Search: Click Save This Search, enter a name, and optionally set it as the Default Search.
- Access Saved Searches: Saved searches appear in the Search Tools menu and can be executed with one click.
- Manage Saved Searches: Click Manage Saved Searches to edit, rename, set default status, or delete saved searches.