Find what you're looking for easily with search
Using Search
Search is available in select locations in Motivity Clinical. When you search, only results applicable to that location will be shown. Right now, you can search in the following places (others will be made available later):
- List of members
- Lists of learners
To start using search, select the "Find" option at the top of the screen. Here you will see the option to search and/or filter.
You can enter for as many words as you would like into the search bar, but ALL words must be present to produce a match
For example, if you search "stimulus generalization", the words "stimulus" and "generalization" must both be present somewhere in the item, but not necessarily in the same location or in a specific order.
You will see search results start appearing on the screen after a brief delay in typing. You will also see the search term you entered at the top of the screen in a gray box.
You can clear a search by clicking the "X" on the gray box or by clearing the search bar in the "Find" menu. Results will also be cleared automatically if you refresh the page or navigate away from the search results.
How Search Works in Motivity Clinical
- Your search results are ranked by where within the item they matched.
- For example, if you search for "Annie", a learner that matched to the first name within the profile would be ranked higher than a learner that matched to the mother's name in the profile.
- You can combine search with filters to narrow results down further. When used together, filters are always applied to search results.
- You will see additional search information added to your matching items to show you where the search term was found. This can be used to help you identify why an item matched your search term and guide you in finding the matching information once you open the item.
- You can turn the additional information off, by clicking "View" and deselecting "Show Search Details"
- Searching starts from the beginning of the word only. Matches to the middle or end of the word will not be returned.
- In general, you will need to enter at least the first three characters of a word before getting results.
- For example, in most places, entering "ap" will not produce a result but "app" may.
- Note: When searching for learner or member names or aliases - you only need to enter two characters to start seeing results.
- Common filler words are ignored when searching because they would likely produce too many results. These include the words:
- a, an, and, are, as, at, be, but, by, for, if, in, into, is, it, no, not, of, on, or, such, that, the, their, then, there, these, they, this, to, was, will, with
- Search is case insensitive
- Whitespaces before and after words are ignored
- Dates and times are not searchable at this time.
Searching for Learners
To search for learners, you will need at minimum the permission to "View Learners (Basic Info)". However, what search results you will see returned depend on your permission to "View Protected Info" for learners.
If you have permission to view only basic information, you will only see results that match to the learner's Alias. If you have permission to search protected information, you will see results that match to the entire learner profile (except fields that includes dates and times). These rules are applied on a learner-by-learner basis; meaning, if you can view protected info for only some learners, you will be able to search the entire learner profile for only those learners.
To search for learners, you can go to the full list of learners for an organization, your assigned learners, or the list of learners in a learner group.
