User Accounts - Specialists Database

Modified on Fri, 16 Feb, 2024 at 12:22 PM

OVERVIEW

This article covers all the contents and features in USER ACCOUNTS -> Specialists.

This database stores all records of Specialists that are involved in a Kawaconn service.

The database can be customised and filtered to help find your desired Specialists easier.

DATABASE & SORTING
SEARCH & FILTERS
INSERT/REMOVE/REARRANGE DATABASE COLUMNS

DATABASE & SORTING

When first opened, the database loads all active Specialists and is sorted by their Creation Date as default.

Columns obtained from Specialist fields are used to distinguish between profiles.

The database is sortable with selected columns.

Column Name	Sortable?	Notes
Full Name	Yes (by First Name)	Click on the Specialist’s name to access their profile
Action Required	No	Ad-hoc Notes Staff need to notify and/or action
Contract Date	Yes
Specialties	No	Specialty options can be edited in APP SETTINGS → Value List
Provider No	No
Qualifications	No	Qualification options can be edited in APP SETTINGS → Value List
Accreditations	No	Accreditation options can be edited in APP SETTINGS → Value List
Business Email	No
Provider Type	No	Determines the Specialist’s report-writing preferences
Login Status	No	Determines whether a user has a Specialist login to your platform
Suburb	No
Account Status	No	If an account is Inactive, a user can’t find or add the Specialist into sessions and bookings
Created At	Yes (default)	Date of when the User Account was created
Created By	No	Staff user that created the Company

SEARCH & FILTERS

Search Bar

Enter text in the Search Bar and click Search (magnifying glass) to only show database results where the entered text can be found in the following columns:

Full Name
Specialties
Provider Number
Business Email
Suburb

Filters

Open and use the following Filters to narrow your database results.

Filters	Purpose
Specialist	To directly find your desired Specialist
Account Status	To find Specialists based on activeness When first opening the database, results only shows Active Clients
Recruitment Status	To find Specialists based on their recruitment progress
Recruitment PIC	To find a Staff’s list of Specialists to recruit/onboard
Action PIC	To find a Staff’s list of Action Notes to action/complete
Provider for Company Type	To find Specialists based on their report-writing preferences
Action Due Dates	To find Specialists that have impending Action Notes to action/complete Usually paired with the Action PIC filter

Clear/Reset Filters

Use the Red “X” button to remove all filters used and revert back to the default database.

INSERT/REMOVE/REARRANGE DATABASE COLUMNS

To organise table columns in User Accounts, select the three dots at the top-left of the table.

Tick an item to add the column to the table
Untick an item to remove the column from the table
Drag and drop an item to rearrange the ordering of the table columns (top of the list = left-most column)
Select Default Columns to revert back to Kawaconn’s default columns and order