The Search Module System Permission
The Search module was created to enable a user to search for an athlete or a user with whom they are not familiar. A Doctor may have met with a "Max" who was a "Cyclist" and in the Junior academy that is managed by a specific coach. The Doctor needs to find out more details about the athlete or enter in data for the athlete. Previously, to find out what group the athlete was he/she would have had to search through the groups, or know the athletes last name. Now a user can go straight to the "Search" module, add in "Max" to the people search, add in a group parameter for cycling, or even add in a staff label of who the athlete's manager is and all possible matches will appear. It is particularly useful in large system with a lot of athletes. In smaller system, many of the coaches or staff will know the athletes details. Your administrator will consider whether this module should be enabled depending on the type of organisational set up that you have.
1.0 There is a Search Module which allows Coaches and Professionals to search for an athlete/player when they do not know many details about the athlete/player
The new Search Permission enables a coach or professional to search for users when they do not know many details about them. They can use details such as an e-mail address, first name or even search by group that they think an athlete is in to find the athlete in the system.
N.B If the Search button does not appear on your home page, you have not been given access to this Module. Talk to your administrator about this if you think you require it.
1.1 To set up access to this Module you MUST enable it for a user's Role in the System Permissions in the Administration Site
To enable the search module it is needs to be added to a users Role. You can create a new role or open an existing role and add it to the Role's Permissions List (shown in the step in the image below).
1.2 Type in "Search" into the Permissions text field and click on "Search Page" then click "Add Permission"
Add the Search Permission into the Role by typing "Search" into the text box and then clicking "Add permission". Alternatively, you can click add multiple permissions and only tick the Search Page in the Multiple Permissions List.
Once the Search Page is added to the Role all users with access to that Role will now have the Search Module available on their Home Page
There is documentation in the Main system's Help Documentation reviewing how to use the search button. It is similar to the content shown in the steps below:
2.0 In the Search Module users can search through names, e-mails, groups, staff, event and even profile data to find a user, or a group that a user is in
The image here shows that when you place a tick beside the type of information you want to search through, additional search options can be applied. These can be used separately, or combined to run a particular search all of the athletes on the system that you can access.
The most important aspect of the search tool is that you MUST add in search parameters into the people, staff or groups search fields. This search module was created to enable users to find an athlete or find an athlete's details when they do not have first and last name for an athlete or when they do not know which group of athletes they are in. This Search tool is designed for typing in minimal details for searching and bring up the athletes details, or to load the group that the athlete is in. The Event and Profile searches are designed to be used IN CONJUNCTION with the people search parameters.
3.0 People Search: search through athlete details using partial searches for first name, last name or e-mail
When you tick on the "people" tick box a search box will appear for you to type in the details that you know about an athlete. It may be a first name, or just the first part of a name that you are not familiar with the spelling. For this example, we are using the partial search for any users with Ma in their first name, last name or e-mail address. This is not a case sensitive search.
3.1 The search shows all of the results for People in the system with "Ma" in their e-mail address or name.
All results that match the search term (partial or full match) will be returned. The image here shows that "Ma" was included as part of an athlete's username as well as in their e-mail address.
You can click directly on a blue link (e.g. the e-mail address link) to load that users details (shown in 3.2 below).
N.B. If a group name appears that matches your search parameter, you can click on it to load that group (as shown in step 3.3 below).
3.2 You can click on the name of a user (shown in step 3.1) to be taken to their athlete history page where you can review their details or enter in data for them
3.3 You can load a group of athletes that were highlighted in the search in Step 3.1 and then access the data for the entire group of athletes
4.0 You can click to on staff labels to be shown the athletes that are coached/managed by one of these coaches/professionals
If you add in a Staff Label search you can view which athletes and groups this coach has access to. In this example we are going to see what athletes Coach Joe has access to.
N.B You will only be shown the athletes that you have access to ensure data security. Coach Joe may have access to more groups and athletes, but if you do not have permission to view them, you will not be shown those results.
4.1 The search shows all of the results for People in the system that this Coach accesses. Just as for the "People" search (in 3.1), you can click to load an athlete's details. All of the groups also appear for you to load if you need to load a different group.
All results that match the search term (partial or full match) will be returned.
1: You can click directly on a blue link (e.g. the e-mail address link) to load that users details including player history and sidebar
2: You can click to load a Group of athletes are coached by that specific coach
5.0 The Groups Search allows you to search through Groups that you currently have access to
The groups search button allows you to search through any groups that you have access to. The example here shows a search for "Premier".
5.1 The athletes that are in that group will be loaded for you to select individually. You will also be able to load any other groups you have access to as well.
The groups search parameter will only show groups that you have access to.
6.0 The best use of the Search Module is to combine search parameters, e.g People, Staff Label and Groups etc. For this example we are searching for an athlete who has "will" in his name, his coach is named Joe and he is a rugby player
You may know a few parameters about an athlete that you are searching for. In this example you know the athlete has "Will" in their name, they play rugby and you think they are in Joe's group. Enter in these search parameters and any potential matches will appear (as shown in the image in the step below).
6.1 The results here show that there is one athlete matching the Search parameters set in Step 6.0. You can click on the blue link to be taken directly to their history so you can enter data or view their information
7.0 You can also add in Event Data and Profile Data Search parameters (that function exactly the same way as filters in reports or performance alerts), but these are ONLY designed to work in conjunction with the user search parameters set for people, staff or groups.
7.1 Any Users that Match the People, Group and Staff Search Parameters who ALSO have a bench press >110 will be shown.
7.2 However, if you ONLY add in an Event search parameter (or only a Profile search parameter), the search will simply return a result of all entries for that Event form. The Event search parameters are ONLY designed to be used in conjunction with the people, staff and groups search parameters to help zone in on an athlete you need to find
The example here shows an incorrect search. The user needs to add in a People search so that they can use the Event search parameters to narrow down the list of users that they are trying to find. If they only use the Event parameters, then the system cannot narrow down the "People" that they are trying to search for, and it will return all users (as shown in the image in the step below).
7.3 ALL of the athletes on the system will show under the "Users" link if NO Search parameters are added for the People section, and all of the events for 1RM bench will show under the "Events" link. If you want to look at 1RM max values of a bench press >110 use the Reports Module.
8.0 Profile Data can be used in the same way as Event Data to enhance the search when looking for a user. In this example we are searching for an athlete named Will who had an Australian accent. We then set up a Profile search for place of birth (as shown here) in addition to the "will" people search.
You may recall that an athlete that you spoke to named "Will" had an Australian accent. In this example we are using a Profile Data search of Place of Birth to try and find the athlete. The image in the step below shows that there are two possible matches for this search.
8.1 The output of the People and Profile Data Search
9.0 Remember that the Search Module is designed to search for athletes/ players on the system. Only use the Event and Profile Data parameters in conjunction with the People search parameters.
If you have any questions about this module contact your administrator