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Search for Shifts

You can search for shifts based on certain criteria from most schedule views. This can be handy, for example, for viewing a list of all shifts for an individual helper in the next month or for a date range. 

To Search for shifts:

From any weekly schedule view: 

  • Click Search to open the Search window 
  • Change the settings to narrow your search (ex. Published or Unpublished)
  • Enter a word or phrase to search for in the description if appropriate 
  • Choose the date range to search 
  • Choose a Category, Position, and/or helper (deleted helpers are at end of list)
  • Click Search 

The list of shifts that match that search will appear in the same window below. Clicking any of the shifts will open a new window with information 

  • Click the helper name to bring up the View Helper Details window 
  • Click the date to go to that day in the schedule 
  • Click any other part of the row to go to the Shift Change window so that you can make changes to the shift 
Example Uses for Search
  • list one helper’s shifts for the next month
  • view one helper’s shifts for a certain position or category for last month.
  • view all shifts with a specific word in the description (where you might have entered a client name or event, etc.)
  • view unassigned shifts for next month
  • view shifts for one location that contain a certain phrase
  • view published shifts for a deleted helper
The Search Window allows you to find and list shifts based on a number of things:
Schedule Status Published or Unpublished
Unpublished
Published
Category All Categories
choose a category or group
Position All Positions
choose a position or group
Phrase type a phrase (optional)
Time Period Any Time
Today
After Today
Before Today
This Month
Last Month
Next Month
Helper All helpers
Unassigned Shifts
choose one helper
choose a deleted helper

 

all shift assignment for a specific helper
report for each helper, list of shifts, schedule for helper date range