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Finding a Resident

  • Updated

To begin finding a Resident, tap on the Residents button on your Dashboard:

dashboard.png

Using the Search Bar

You can use the Search Bar in the Residents section to find a Resident.

1. Tap the Search Text Box and type in part or all of the first name and/or last name of the Resident you want to find:

ja_search.png

All matching Residents will be shown in the list. Tap the cross next to the search field to clear the search and to display all Residents.

Using Advanced Filtering

You can use Advanced Filters to make searching for a Resident easier.

Adding a Filter 

1. To add a filter, tap on the Filter button:

filter_button.png

2. Select the filter you would like to apply. You can filter by Facility, Ward or both:

advanced_filter.png

3. Tap OK to apply the filter:

filter_added.png

You can now scroll through the filtered Residents list to find a Resident.

Note

  • When a filter has been added, the Filter button will change from white to green:

filter_added_remove.png

  • Please note that you can only filter to 1 Facility and 1 Ward at a time.

  • Please note that you can only filter by Facility if your device has been set-up for multiple facilities.

Removing a Filter 

1. To clear the filter, tap on the Filter button:

filter_added_remove.png

2. Tap on the cross next to each filter to remove them and tap on OK:

remove_filter.png

Note

Once a Filter is added, the Filter remains active until it is removed.

This includes when navigating between Active Residents, My Residents, Recently Assessed, Archived Residents and if you log out and log back into the App.

Using Resident Sorting

You can sort the Residents list to find a Resident.

1. Tap on the Sort button:

sorting_button.png

2. Select if you would like to sort alphabetically by First Name or Last Name:

sort_order.png

You can now scroll through the sorted Residents list to find a Resident.

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