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Searching for Staff

To attach staff to records using 3sysACADEMIC, you need to search for them using special search dialogs. You may need to find individual staff, e.g. the name of a person who has given a pupil an award, or assemble a group of personnel, for example to assign them tasks on a pastoral management record. The procedures below detail these key search types.

For generic information about using search dialogs, see Completing Fields.

ClosedHOW TO SEARCH FOR STAFF

  1. Click Search.

    The Search dialog appears.

    Staff Search dialog

  2. At the top of the dialog, enter your search criteria. You can filter by:

    • Group - From the first drop list, select the group type you want, e.g. 'Form', 'Subject Set' or 'Boarding House' and from the second drop list, select the person's specific group, e.g. 'Form 10A', 'Camelot House' etc. Your selection in the first list alters the options available in the second drop list.
    • Name - Use the first drop list to select 'Staff Name', then type all or part of the pupil's name into the second field OR leave the second field empty to retrieve a complete list of all pupils.

  3. (Optional) To exclude non-academic staff from the search, tick the Academic staff only? check box.

    Staff Search dialog with check box highlighted

  4. Click Search.

    A list of staff appears in the top half of the dialog.

  5. Do ONE of the following:

    • Tick the check box on the left-hand side of each staff name you require.
    • To select ALL the staff in the list, tick the check box in the header row.

    Staff Search dialog with selection check boxes highlighted

  6. Click Select.

    The selected staff appear on the Staff tab in the bottom half of the screen.

  7. (Optional) To remove any erroneous staff, tick the check box next to their name and click Remove.

    Staff Search dialog with check boxes and remove button highlighted

  8. Click OK.

    Completed Staff Search dialog

    You are returned to the previous page with the selected staff added to the relevant field.

ClosedHOW TO SEARCH FOR INDIVIDUAL STAFF IN THE PASTORAL MANAGEMENT MODULE

Do ONE of the following:

  • Click in the relevant field and type all or part of the name you require. Select your choice from the items that appear in the drop list. This is known as auto complete. For example:

    A Staff Name field being completed using auto complete

  • Click Magnifying glass icon at the end of the field to search for the required record.
    The Staff Search dialog appears.

    Staff Search dialog

    1. In the top part of the dialog, enter your search criteria and click Search.

      You can filter by:

      • Group - From the first Group drop list, select the group type you want, e.g. 'Boarding House', 'Form' or 'Subject Set', and from the second Group drop list, select the person's specific group, e.g. 'Form 10A', 'English' etc.

      • Staff Type - From the Staff Type drop list, select the required type of staff, such as 'Academic', 'Non-Academic' or 'Both'.

      • Name - Type all or part of the staff member's name in the Staff Name field.

      Note: To see a complete list of results, click Search WITHOUT entering any criteria.

    2. Click on the record you want. You are returned to the previous screen with the required staff record entered in the relevant field.

ClosedHOW TO SEARCH FOR MULTIPLE STAFF IN PASTORAL MANAGEMENT

Do ONE of the following:

  • Click in the relevant field and type the first letters of the item you require. Select your choice from the options that appear in the drop list. This is known as auto complete. Repeat this sequence until you have selected all the names you require.

    Example of a field being completed using auto complete

  • Click Magnifying glass icon at the end of the field to search for the required record. A Staff Search dialog appears.

    The Staff Search dialog for finding multiple staff

    1. In the top part of the dialog, enter your search criteria and click Search. You can filter by:
      • Group – From the first Group drop list, select the group type you want, e.g. boarding house, form or subject set, and from the second Group drop list, select the person’s specific group, e.g. 10A, English etc.
        (If you do not wish to search by group, select ‘None’ in the first field.)
      • Staff Type – From the Staff Type drop list, select the required type of staff, such as ‘Academic’, ‘Non-Academic’ or ‘Both’.
      • Name – Type in all or part of a staff member’s name in the Staff Name field.

    2. Click on each record you want in the list that appears in the bottom left-hand corner.

      Staff move from the left to the right-hand side of the screen once selected.

      The Staff Search screen with multiple individuals selected

      Note: To deselect staff, click on the Black circle containing a white arrow pointing left next to the relevant name.

    3. When done, click OK.

      You are returned to the previous screen with the required staff entered in the relevant field.