Use the filter feature to view only certain staff members on screen; for example, you may want to see only employees who work in a particular classroom (Work Area) or who are assigned a certain tracking item.
To view only certain types of employees on screen click the Filter button (looks like a funnel or coffee filter) on the toolbar (upper left – just above the list of employee names).
Filter Your Accounts
- Choose whether to include All Employees or just Visible or Hidden Employees.
Hint: How to Hide or Un-Hide an Employee.
- Then pick categories of employees to include. You may combine multiple categories.
Example 1: All persons currently employed, as of a particular date, who are assigned to a certain Primary Work Area (classroom).
Example 2: All staff members assigned an Employee Tracking category of CPR Certified.
- Click Count (optional) to see how many employees meet your criteria.
- Click Exit. Only employees that meet your criteria will be displayed and the filter will turn red.
Red Filter / Clear the Filter
A Red Filter means only certain employees are currently displayed. To clear your filter and return to the default settings for your location click the Default Filter button (with the red circle/slash) on the toolbar (upper left – just above the list of employee names)..
Refresh the List
Sometimes you may wish to refresh the screen to be sure you are viewing a current list of all employees that meet your filter selection. Just click the Refresh button on the toolbar (looks like a chart with a recycle arrow). This makes sense if you have other people entering employees into Procare or making changes from another computer.
Example: Four employees are displayed based on your filter. Someone else makes a change to another employee so they would now be part of your filter. You may not see the fifth employee right away – until you click Refresh.