Reporting/viewing staff members who have an active staff credential

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.

Creating the Dynamic Staff List

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, set the Staff List Group (if already created) to easily identify and search for your staff list and click on the "add filter" button under the expression filter.

Enter the following expression.  When you are adding the expression filter, REPLACE the ‘BL’ with the Credential Code that you are building the Custom Search view for. In this example, my Credential Code was “BL”. Then click on the Save button.

${not empty staff.credentialsMap['BL']}

Linking the Dynamic Staff List to the Search Result View

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.

Setting the SchoolFi Role Access to the Search Result View

You can set which SchoolFi role(s) can utilize the Search Result view by clicking on the Add Role Access button to add access to the respective SchoolFi role(s). 

Customizing the Search Result View for Credential information

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.  First you would add the three columns: 

Then utilize the following expressions.  When you are adding the expression, REPLACE the ‘BL’ with the Credential Code that you are building the Custom Search view for. In this example, my Credential Code was “BL”. Do not forget to set the formatting for the date fields as listed below.  Then click on the Save button.

${staff.credentialsMap['BL'].startDate}

${staff.credentialsMap['BL'].endDate}

${staff.credentialsMap['BL'].comments}

Feel free to add in as many columns as necessary for your Custom Search View.