Searching and Filtering People
Learn how to search for people by name, organization or tag, filter by role, and select groups for emails, evaluations and downloads.
Use the search bar on the People page to find a person or display a group of people by role, name, organization or tag.
Find a person
- Log into Checklick.
- Click the People tab.
- Select All roles from the dropdown beside the search bar.
- Enter the person’s first or last name.
- Click the magnifying glass to search.
Search text can match people’s names, organization names and tags. Review the results to find the person you want.
Filter people by role
Use the dropdown beside the search bar to choose:
| Option | Use it to display |
|---|---|
| All roles | People regardless of their role. |
| Managers | People with organization manager permissions. |
| Evaluators | People with evaluator privileges, such as coaches or instructors. |
| Affiliated | People affiliated with an organization. |
To display everyone with a particular role, leave the search text empty, select the role and click the magnifying glass.
For example, to view your evaluators, select Evaluators with an empty search field.
Tip: Use the role dropdown to find managers or evaluators. Typing “manager” or “evaluator” in the search field performs a keyword search.
Combine a role with a keyword
You can narrow your results by selecting a role and entering search text.
For example:
- Select Managers and enter a person’s name to find a manager.
- Select Evaluators and enter a program or tag name to find matching evaluators.
- Select All roles and enter an organization name to find people matching that text.
Note: An organization-name search can also match a tag containing the same text. It should not be treated as an exact list of people affiliated with that organization.
Filter using a tag
- Go to the People page.
- Find the Tags section in the left-hand menu.
- Click the tag you want to use.
Clicking a tag automatically changes the role dropdown to All roles. If you want to narrow that group further, select Managers, Evaluators or Affiliated after clicking the tag.
If you edit the text in the search bar, Checklick searches for the text across names, organizations and tags.
For more information about creating and applying tags, see Organizing People with Tags.
Clear your search
Click clear and show all beneath the search bar to return to the full People list available to you.
If you cannot find someone, clear your search and try again with All roles selected.
Perform actions on your results
Once you have found the people you want, review the checkboxes beside their names and the selected-person count before performing a group action. Use the all and none links above the list to help make your selection.
You can then:
- Email a group of people.
- Export people to a spreadsheet.
- Download an attendance sheet.
- Download checklist or certificate PDFs.
- Evaluate a group of people.
The people you can view and the actions available depend on your permissions.