Data Grid: Organize your Digital Data
Just like with everything else at Yocale, you have the option to customize what you want to see in your day-to-day routine to achieve the highest level of efficiency. If you do not need a plethora of columns to be displayed, simply click off the fields that are irrelevant and these fields will become hidden. Start by navigating to the eye icon on the right side of your page:
As briefly attended to within the Client Management chapter, the data grid allows you to organize your data and fields by:
- Moving columns around left & right
- Removing columns from the grid
- Sorting data in the grid
- Locking fields when scrolling left & right
Along the top of the Grid are Filtering Chips which allow you to filter the data in the grid below. The chips allow you to either de-select the forms you don’t want to filter, deselect all, and only select the form(s) you are filtering for, search for the form in the search field or select the date range from the calendar dropdown. “Chips” include:
Form Name
This allows you to filter the grid based on the form name which you are looking for.
Last Updated Date
Select the date range of the form you want to see (which was last updated within a certain date range):
Last Updated By
Select the provider(s) in which you want to filter the data grid (which last updated the forms)
Client Name
Select the client(s) in which you want to filter the data grid (regarding clients you want to see forms for)
Appointment date
Select the appointment date range for which you want to filter the forms based on the clients’ appointment date.
Service
Select the service(s) you want to filter the grid
Providers
Filter the grid to narrow down the results based on the providers in the business
🎥 Video Guide: To get a quick look at the performance of the data grid, check this video out!
💡Yocale Tip: Sometimes, it is nice to speak to a real person. Contact us to request a demo.
Submission Status
The form status filter can filter down the forms to display submissions with the status of either – Pending, Draft, Completed, or Locked
Speaking of status, Forms can either be saved as a Draft or Submitted:
You have the option to apply the following Statuses to a form:
- Pending
- Draft
- Completed (and partially completed)
- Locked
A Pending form means it is yet to be completed (either by the client or the provider). Pending Forms can be completed through the form submission via the provider or on kiosk mode via the client. A pending form can be saved as a draft, submitted as complete, or delete the submission.
A Form with a Draft status is one that has been partially completed but not submitted. Either the client or the provider has not marked the form as complete and instead saved the form as a Draft. A form that is Draft status can be submitted as completed or deleted.
A Completed form has either been filled out in its entirety by the client or the provider and has been submitted to that client or appointments record. A completed form can either be set to a Locked status or deleted.
A Locked form is one that has been completed by the client or provider and has been submitted with a complete status. Either the provider has manually done sol or an automated function in the form settings has locked this form to not allow any changes to be made. When a form is locked, only comments can be made to the form.