This article explains how to use the filter and display options in Lumary's calendars to find the information you need.
When there are lots of sessions scheduled, the calendar may look a little crowded. But, each Lumary calendar has a set of filters and display options to help find what you're looking for.
Most filters are useful across all three calendars; the Sessions Calendar, client calendar and worker calendar. Some filters, and the display options, are only relevant in the Sessions Calendar.
If you're using the Lumary Beds Calendar to book and manage accommodation, the information in this article doesn't apply. Learn about the Beds Calendar here.
This article covers how to:
- use filters to narrow sessions by client, worker, location, and more
- use display options to arrange the worker views in the Sessions Calendar
- clear filters, and
- save a set of filters to re-use (in the Sessions calendar only).
Click on the Filter button to open the Filters panel.
Filters work using either a search field that you type into or a drop-down list from which you select an option. For some filters, you can select more than one option.
The filters are applied as soon as you select options in each field. There's no extra clicks needed to make them work.
You can use multiple filters at once to further refine the results. For example, you could select Session Location: Site and Group/Individual: Group to only see on-site group sessions.
The filters and display options available are always the same, no matter which calendar you use. Some are more useful or only work in specific calendars.
Each filter and which calendars to use them in is explained in the table below.
|Filter||Description||This filter is useful in|
|Session Location||Show sessions based on where they take place, for example, at clients' homes or on-site. If you choose the Site option here, you can specify which site(s) in the field below.||All calendars|
|Site||Show sessions that are scheduled only at the selected site(s).||All calendars|
|Session Region||If your organisation uses regions, use this to only show sessions in the selected region(s).||Sessions calendar
|Client||Show sessions only for the selected client(s). If you're in a client's calendar, you don't need to use this filter.||Sessions calendar
|Worker||Show sessions only for the selected worker(s). If you're in your own or another worker's calendar, you don't need to use this filter.||Sessions calendar
|Worker Role||Show sessions only for the selected worker role, for example, only physiotherapists.||Sessions calendar
|Status||Show sessions only with the selected status, for example, Scheduled, Completed or Cancelled.||All calendars|
|Group / Individual||Show sessions based on whether they are an individual client session or a group session with multiple clients.||All calendars|
These are only relevant in the Sessions Calendar and only with the Worker (Day) or Worker (Week) views.
Click on the Filter button to open the Filters panel, then scroll down to the Display Options section.
The display options are explained in the table below.
|Worker Region||Shows only workers based in the selected region(s).|
|Worker Site||Shows only workers based at the selected site(s).|
|Worker Role||Shows only workers with the kind of role(s) selected, for example only occupational therapists.|
|Group workers by||Groups workers within the worker list by a criteria such as their role, primary site, or primary region.|
|Sort workers by||Arranges workers in the list and/or within selected groupings in alphabetical order by first or last name.|
|Hide workers without sessions||Toggle this on to hide the rows for any workers who do not have sessions scheduled.|
To remove a selected filter:
- For search fields, the selected terms are shown underneath the field. Click on the cross icon on that search term to remove it.
- For drop-down lists, click the drop-down to open. Selected options have a tick next to them. Click on the option again to untick it.
To remove all filters and display options, click on the Clear all Filters button at the bottom of the Filters panel. The calendar goes back to its default display.
Save filters and display options in the Sessions Calendar
Only the Sessions Calendar allows you to save filters; this feature doesn't apply to the the worker and client calendars.
You use filters when viewing all of Lumary's calendars, but the Sessions Calendar also lets you save a set of filters and display options to re-use.
Once you've applied your preferred filters, click on the Save Filters button at the bottom of the Filters panel. Next time you open the Sessions Calendar, it will automatically apply them.
Your saved filters also include the Sessions Calendar view you were using when you saved them. For example, if you saved a set of filters created in the Week view, the Sessions Calendar will open to Week view instead of the default Worker (Day) view.
You can click on the Clear all Filters button to view the Sessions Calendar without your saved filters. When you want to re-apply them, click on the Reset to Saved Filters button.
You can only save one set of filters to the Sessions Calendar at a time. To change your saved set, apply the new filters you'd like, then click on Save Filters again. These will now become your saved filters, replacing the previous set.