The Listings Card provides a table with persons associated with a form and provides the ability to filter on all columns in the table and add new persons to the form.
Listings Card – Accessing a Record
Click on any name within the Listings Card to navigate to that person’s record.
Listings Card – Adding a Person
Persons (in clevr a person is the subject of a form and can include students, staff, locations, parents, etc) can be added to the currently selected form by clicking the Add button. To add a person to a form on a Listings Card:
- Click the Add button at the top of the Listings Card.
- Use the search field to look for the person you would like to add to the form. You can choose to run your search based on any searchable categories such as Last Name, First Name, Number, Status, Grade, or Role. Click the trash icon beside a field to remove that specific filter.
- Select your desired person by checking the checkbox on the left-hand column.
- Click Add Selection button to add the selected student to the form the Listings Card is set for.
- If you have access to the Bulk Data Entry module and the selected form has fields flagged for Bulk Data Entry, then a pop-up window appears asking if you would like to update/enter data through Bulk Data Entry for your selection.
- If you click Yes, the Bulk Data Entry Specifics page will appear.
- If you click No, you’ll be redirected to the first student’s form.
Listings Card – Removing Persons
To remove a person, click the three dots in the top right corner of the Listings Card, then click Remove.
A pop-up window will open. Click the checkbox beside any persons you’d like to remove, then click the Remove Selection button.
Listings Card – Category
As you grow your usage of clevr, you may find that your list of forms is getting long, which could take some time scrolling through to find the exact form you’re looking for. That’s why we have this particular Dashboard Card to help you organize and categorize forms by type, department or use case. Categories are created using the Form Management module and these categories are unique to your clevr environment. For example: Clinical Support Services or Parent Forms
Once your forms are categorized, the category names will appear within the Category dropdown. The Category dropdown has default All or Uncategorized options. The Category dropdown will expand all forms listed under the category you’ve selected.
Listings Card – Customizing the Columns
Within the Listings Card, users can customize which columns appear within the results table. This setting can be configured at the Dashboard template level and further configured by the user.
Simply click the three dots on the top right corner of the Listings Card, select Configure.
Use the toggles to select which fields are visible or hidden. Users will also have the option to restore the default settings or to revert to the last saved dashboard. Click Apply and Save to apply your desired changes.
Listings Card – Searching and Filtering
A filter can be applied for those seeking to narrow down the persons appearing in the Listings Card. The filter works in conjunction with the form selected in the form dropdown. The default search value defaults to Person Status > Active so that you see only the records of persons who are active at that location. For example, this hides students who have left the district / division.
By default, your Dashboard search will look at only the most recently created record. If you would like your search to return results for all records select Records to Include in the filter dropdown then select All Records.
Within the Listings Card search, the + icon can be used to apply additional filters. The trash can icon is used to remove a filter. When you have all your desired filters, click the Apply button. The Listings Card will be updated with the persons that match your parameters.
Listings Card – Saving Common Searches
If you have a set of filters that you would like to apply frequently, the search can be saved. With your filters applied, click the Save Search button in the top right corner of the Listings filter area.
You will be prompted to enter a name for your search. Users who have the Listings – SaveSearchToRoles page right will be permitted to share the search with specific roles. Users without this page right will only be permitted to save a search for their own account. Name your search and specify which role(s) the search should be shared with, then click the Save Search button. If you wish to apply your search automatically in the Listings Card when the form is chosen, you can select the Set as Default checkbox.
If a search has been saved, the dashboard will remember this and automatically apply your search filters the next time you log in.
Listings Card – Accessing Custom / Summary Reports
Some forms have Custom or Summary reports enabled which are specialized printouts that combine with Advanced Search to give you a snapshot of all records that meet the predefined parameters. If you have form(s) with Custom / Summary Reports enabled, you can access them in the listings card.
Click the three dots in the top right corner to open the menu. Within the menu, you can select your Custom report or you can choose Summary Report which will take you to the legacy Homescreen where you can find the menu items to run the report.