Practitioner Search and List - hmislk/hmis GitHub Wiki
Practitioner β Search and List
This article explains how to find an existing doctor, consultant, or staff member, and what each of the listing screens is good for. HMIS exposes several overlapping lists because each one filters the same underlying Staff table differently.
Choosing the right list
| What you need to do | Open⦠| What you see |
|---|---|---|
| Find any staff member (anyone) | Administration β Manage Staff β Staff List | A paginated, filterable grid of every staff record. Has an Edit button per row. |
| Find a doctor who is not a consultant | Administration β Manage Staff β Doctors (Excluding Consultants) | A single-select listbox with filter. Click a name to edit on the right. |
| Find a doctor including consultants | Administration β Manage Staff β Doctors (Including Consultants) | Same listbox style, includes consultants. |
| Find a consultant only | Administration β Manage Staff β Consultant | Listbox of consultants only. |
| Find any non-doctor staff | Administration β Manage Staff β Other Staff | Staff records that are not doctors or consultants. |
| Find anyone in any role | Administration β Manage Staff β Doctors & Staff | Combined list. |
If you are not sure which list to use, start with Staff List β it includes everyone and offers the richest filtering.
Staff List (the grid view)
Path: /admin/staff/staff_list.xhtml.
The grid columns are:
| Column | Filter / Sort |
|---|---|
| Staff Code | Both. Sort by staffCode. |
| Code | Both. (This column is also labelled "Staff Code" in the header; it is the short internal code, distinct from the payroll Staff Code.) |
| Name | Filter and sort by person.name. |
| Staff Category | Filter and sort by staffCategory.name. |
| Speciality | Filter and sort by speciality.name. |
| EPF No | Filter and sort. |
| Actions | Edit button β opens the full staff editor. |
Above the grid the Download button exports the current grid view (after any filters you have applied) to staff_list.xlsx.
The grid paginates 10 records per page by default. To page through more, use the paginator at the bottom.
Filtering tips
- The filter boxes use contains matching, so typing
perfinds Perera, Spencer, Pereira, etc. - Filters combine: typing
Cardioin the Speciality filter andPerin the Name filter shows only people whose name contains "Per" AND whose speciality contains "Cardio". - The grid is case-insensitive for typed filter values.
Editing a record from the grid
Click Edit in the Actions column. The full staff.xhtml editor opens with that record loaded. After saving, click Back to return to the list. See Practitioner β Register Other Staff for the editor.
Doctors (Excluding Consultants)
Path: /admin/staff/doctors_excluding_consultants.xhtml.
This is a listbox with a filter at the top β start typing to narrow the list. Click a name to load the doctor's details into the right-side panel for inline editing. The left-side toolbar offers Add, Delete, Excel, and Reload.
The list is restricted to records whose database type is exactly Doctor β consultants are excluded.
If you delete a doctor here, the record is soft-retired and disappears from the list. The Reload button re-reads the list from the database (useful when another user has just added someone).
See Practitioner β Register a Doctor for the full editing flow.
Doctors (Including Consultants)
Path: /admin/staff/doctors_including_consultants.xhtml.
Same screen layout as Doctors (Excluding Consultants), but includes consultants in the list. Use this when you want a combined doctor + consultant view.
The right-side editor on this screen exposes the doctor fields only. To edit a consultant's serial number, registration, or qualifications in full, switch to the Consultant screen.
Consultant
Path: /admin/staff/admin_doctor_consultant.xhtml.
Listbox of consultants only. Selecting a name reveals the Basic Details and Edit tabs. See Practitioner β Register a Consultant for full coverage.
Other Staff
Reached from Manage Staff β Other Staff.
The same staff-list-style grid as the main Staff List, but restricted to non-doctor, non-consultant records.
Doctors & Staff
Reached from Manage Staff β Doctors & Staff.
The combined Staff List that includes everyone in one grid. Useful for cross-role searches (e.g., "find anyone whose EPF No starts with 7").
Excel downloads
| Screen | Download button | File name |
|---|---|---|
| Staff List | Download (top-left) | staff_list.xlsx |
| Doctors (Excluding / Including Consultants) | Excel | doctor_data.xlsx |
| Consultant | Excel | (consultant export) |
The Excel export reflects whatever filter is currently applied to the screen. Apply a filter first if you only want a subset.
What the lists do not show
- Retired records. All of these lists exclude soft-deleted staff. Retired records are still in the database; they just do not appear here. To see or restore them, an administrator must query the database directly.
- Multiple specialities. Each row shows the single speciality value stored on the record. If a doctor practises in more than one discipline, only one is visible.
- System login link. These screens do not show which
WebUseris linked to each staff record. To see or change the link, use Administration β Manage Staff β Connect staff to user (Admin β Link Staff to System User).