The Track Workload View enables users to access providers that have been entered into the system. Users can find specific providers quickly and easily using filters.
Workload View
The workload view displays providers along with the following information:
-
Provider Name: Each provider is assigned a unique name to identify them in the system.
-
Type: Indicates the type of provider, categorizing them based on services or offerings.
-
Status: Displays whether the provider is active or inactive, helping users track their current availability.
-
License Status: Shows the provider’s current license status, such as valid, expired, or pending.
-
County: Identifies the county where the provider operates, if relevant.
-
Address: Lists the provider's address, offering location details for quick reference.
-
Phone Number: Provides the provider’s contact phone number for easy communication.
-
Assignee: Displays the name of the person responsible for managing or overseeing the provider’s record.
-
Date Created: Reflects when the provider’s record was initially created in the system.
- Last Updated: Shows the most recent date any updates were made to the provider’s record.
Users can apply filters to the Workload View to help view specific provider records. The multi-select filter option lets you apply multiple filters at the same time, making it easier to narrow down results across different criteria. To apply a filter to the Workload View, click on the Filters button on the upper left-hand side of the screen.
Using Filters
- Applying Filters: Click the Filters button in the top left corner and select multiple filters to narrow down your results.
- Filter Criteria: You can filter by Name, Labels, Type, Status, License status, County, Address, Phone number, Assignee, Capacity, and more.
- Hover for Details: When filters are applied, hover over the Filters button to see a popup showing all filters in use. This includes IDs for relationships like Primary Assignee or People, but don’t worry—the correct names will still appear when you open the filter options.
Important Information About Filtering
AND vs. OR Logic: You can’t mix AND and OR logic when applying multiple filters. You’ll either have all filters using AND logic (meaning all conditions must be true) or all filters using OR logic (meaning any condition can be true).
- Example of AND Logic: If you filter by "Provider Type: Direct Services" AND "Status: Active," only provider records that match both criteria will show.
- Example of OR Logic: If you filter by "Provider Type: Direct Services" OR "Status: Active," provider records that meet either condition will show.
External Filters and Datagrid Filters: If you use external filters like "My Work" or "Unassigned," these will be cleared when you start applying Datagrid filters.
Tip: If you want to filter for "My Work" and a specific provider record type, use the filters within Datagrid to avoid losing your selections.
Exporting Data from the Track Workload View
We’ve added Export Functionality to the Provider Workload View, allowing you to download your filtered data as a CSV file. This is especially useful for sharing provider data with your team or keeping records of your workload.
How to Export Data:
- Apply the filters you need to narrow down the provider records you want to export.
- Click the Export button at the top of the Track Workload View.
- Your data will be downloaded as a CSV file, which you can open in Excel or any other spreadsheet program.
Adding New Provider Records
You can add a new provider record directly from this workload view by selecting the plus icon in the bottom right-hand corner of the screen. From there, a new screen will appear, asking you to input the necessary details of that provider record.