Navigation and Search

Navigation and Search

Video Demo



Navigation

Primary navigation is achieved through the main menu which is on the left hand side of the screen, but several other important menus will help you get around.

The Title menu is attached, as its name would suggest, to the title of the page.  This menu will give you access to related options.  For example, on a family profile you'll get options related to the current family, and on the online registration page you'll get options related to the intake process.
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The Centre menu is attached to the name of your centre, along the grey bar near the right hand side.  On this menu you can access your centre profile and TimeSavr subscription.  You can also use this menu to switch to your other centres if you have multiple TimeSavr accounts.  For information on how to link multiple centres click here.



The User menu in the top right hand corner is where you can access your user profile and change your password, or log out of the system.  The name displayed on the user menu is the first and last name entered in on the user profile.  If the user profile is a shared profile, like for example all the educators in a room to use, then enter in a generic name as opposed to an individuals name.  For example "Toddler Room" or "Daycare Staff".  In this way, you can use the user menu to easily see which account you're logged in with.

Main Menu

Search

The search bar is available on every page and it sits just above the title of the current page.  



All searches will match full or partial, which means you don't have to enter in the entire search term to get results.  For example, if you're searching for a child name Danielle you can type in "dan" and you will find "Daniel", "Dani", "Dan", "Danica" and "Danielle".  In other words, the more characters you type into the search bar, the fewer results will be returned.  To cast a wider net, use a less specific search term.

The search will return results from any of the following data points:
  1. Child's first name or last name
  2. Child's nick name
  3. Staff member's first name or last name
  4. Family name
  5. Father's first name or last name
  6. Father's home phone or cell phone
  7. Father's work phone
  8. Father's home address
  9. Father's email address
  10. Mother's first name or last name
  11. Mother's home phone or cell phone
  12. Mother's work phone
  13. Mother's home address
  14. Mother's email address
  15. Family's balance owing
  16. Family's transaction's comment
  17. Family's transaction's reference
  18. Family's transaction's amount
  19. Family's transaction's date
  20. Child's health care number
  21. Child's medical concerns
  22. Child's diet restrictions
  23. Child's allergies
  24. Child's medication details
  25. Child's doctor's name
  26. Child's doctor's phone
  27. Child's subsidy id
  28. Child's subsidy applicant id
  29. Staff's education course name
  30. Staff's education institution name
  31. Staff's education completion date
  32. Staff member's primary phone
  33. Staff member's alternate phone
  34. Staff member's first and last name
  35. Staff member's address
  36. Staff member's hire date
  37. Staff member's birthdate
  38. Staff member's release date
  39. Staff member's email address
  40. Staff member's admin record name
  41. Staff member's admin record number
  42. Staff member's admin record effective date
  43. Staff member's admin record expiry date
  44. Emergency contact first or last name
  45. Emergency contact address
  46. Emergency contact home phone
  47. Emergency contact cell phone
  48. Emergency contact relationship to child or staff
  49. Financial aid organization name
  50. Financial aid contact person
  51. Financial aid phone number
  52. Financial aid fax number
  53. Financial aid email address
  54. Financial aid amount
  55. Financial aid notes
  56. Dayhome educator primary and alternate phone
  57. Dayhome educator address
  58. Dayhome educator commencement date
  59. Dayhome educator birth date
  60. Dayhome educator release date
  61. Dayhome educator email address
  62. Dayhome educator first and last name
  63. Dayhome educator's child's first or last name
  64. Dayhome educator's child's birthdate
Searches for dates must take the format YYYY-MM-DD.  For example, if you're searching for a transaction dated November 23, 2021, you must enter your search term as "2021-11-23".  You can also search for a partial date, like for example "2021-11".  This will return all transactions for November 2021.

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