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How to use Search Bar and Quick Add

The Search Bar and Quick Add feature in Care Diary allows users to quickly find information and add reports, profiles, roles, and more directly from the dashboard.

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Written by Gaurav
Updated today

Using the Search Bar

  1. Log in to the Care Diary web application and go to the dashboard.
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  2. Click on the search bar located at the top of the screen.
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  3. Type anything you want to search for (for example: Timesheet).
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  4. All related results will be displayed in the search dropdown.
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  5. Click on the required result to open it.
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  6. If a role does not have “Read” permission for a specific item, it will not appear in the search results.

Using the Quick Add (+ Add) Button

  1. Click on the “+ Add” button available on the dashboard.
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  2. A quick menu will open showing different categories such as forms, roles, profiles and more.
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  3. Use the search bar inside the menu or scroll down to find the required form or option.
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  4. Click on the form or item you want to add.
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  5. Fill in the required details and proceed further.

Additional Information

  1. In the new UI, all forms, roles and options are organised under separate categories to make navigation easier.
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  2. You can quickly access any report or form without navigating through multiple menus.

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