Reporting/viewing staff members who have an active staff credential

Click HERE for an instructional video on how to complete this task

We recommend that you utilize the “Search Result Views” function on the main Personnel > Staff tab to review / report on individuals who have an active credential.

The District will have to create a custom Search Result View for each credential that you want to work with. To create a custom search view, navigate to the Personnel > Staff > Search Results view tab and click on the Add button.

Enter a name for your Custom Search View in the popup window.

You will have to create a dynamic staff list so that only staff members with the respective credential (Black Seal for this example) are included in the Custom Search View. Navigate to the Personnel > Edit Lists tab and click on the Add Staff List button.

In the pop-up window, enter the name of the staff list, and ENSURE you select the ‘Dynamic” type.

In the next window, scroll down and set up the Dynamic List Query as noted. When you are adding the expression filter, REPLACE the ‘BS’ with the Credential Code that you are building the Custom Search view for. In this example, my Credential Code was “BS”. Then click on the Save button.

To link the Dynamic Staff list with the Customs Search View, navigate back to the Personnel > Staff  > Search Results Views tab and search for your Custom Search View. Click on the Properties button.

You can add the Dynamic Staff list that you just created and click the Save button. Now the Custom Search Results View is linked to the staff list and only staff members included on the list will appear in the Custom Search Results view.

The system will start with four (4) default columns as noted below.

The next step is to add columns to your Custom Search View. At a minimum, we recommend you add the Credential Start Date, Credential End Date, and the Credential Comment. Below are the settings for this sample. If you would like the search results view listed below installed in your Instance, please submit a Help Ticket and the Help Desk will load it to your Instance.