Using Arbor's Global search

Whether looking for a student, guardian, or staff member, the quickest way to find them (if you know their name) is by using the search box at the top right of your school site.

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Permissions

To be able to search for a field using the Global Search, you need to have the right permission. If you can't see a result you're expecting to see in the search box, ask your admin team to check your permissions. They can follow these instructions.

Students:

  • Student Profile: Name: View All/My Students - Student legal name, preferred name, initials
  • Student Profile: Identity: View All/My Students - Student date of birth, UPN, UCI, ULN
  • Student Profile: Contact Details: View All/My Students - Student phone number, email address, postcode

Guardians

  • Student Profile: Guardians: View All/My Students - Guardian legal name, preferred name, phone number, email address, postcode

Staff

  • Staff Profile: All Staff: View Basic Details - Staff legal name, preferred name, former name, abbreviation
  • Staff Profile: Contact Details: View - Phone number, email address, postcode

Other fields

  • School: Pastoral Structure: View - Registration form, house, year group
  • School: Academic Structure: View or School: Teaching: View - Courses

For pages from the top menu, you can only see the pages in the search bar that you can access from the top menu.

For reports in the Custom Report Writer, you must have either created the report, had the report shared with you, or be a Superuser. You can see how this works here: Who can access Custom Report Writer reports and fields?

 

What can I search for using the Global search?

You can search for:

  • Legal or preferred name - type in at least 3 characters to search in the first or last name
  • Staff former name - type in at least 3 characters to search in the first or last name
  • Student initials - enter the full initials of their preferred name if they have one
  • Staff abbreviation - type the full abbreviation (see a list here)
  • Student date of birth - in full, format DD.MM.YYYY or D.M.YYYY
  • Phone number - Should start with 0 or +44 plus 6 numbers, with no spaces between characters
  • Email address - type in at least 4 characters
  • Postcode - type in the full postcode with no spaces between characters (any case)
  • UPN, UCI or ULN - type in the full number
  • Registration form, house, year group or course this year and next academic year (if set up) - type in at least 2 characters
  • Custom Report Writer or page - type in at least 3 characters

You can't search for:

  • Teaching groups
  • Programmes of Study
  • Custom groups
  • Clubs
  • Trips
  • Interventions

Using the search

Type what you're searching for into the search box. Start to type, and Arbor will start to filter the results containing the letters you type. In the search box you'll see:

  • Students - Currently enrolled, leavers, applicants and students with a future enrolment this year or next year. You won't see students who were unenrolled during the year before the last academic year or prior
  • Guardians - Guardians of students who are currently enrolled or applicants. You won't see guardians of leavers
  • Staff - Staff with an active contract are shown in the search bar with their contract name. Staff without a contract but who have a current or future business role are shown in the search bar as Staff. You won't see staff who have no business roles or contracts.

Pressing the Enter button on your keyboard or clicking the View All Results button will take you to the full search. Go to All Results to all student, guardian and staff data stored in Arbor.

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As well as being able to search for people, you can also search for courses and classes and registration forms. Just type the name in the search box.

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Find Arbor pages by typing in the name of any page in the top menus you have permission to access. You'll also see the menu navigation to get there. If there's more than one path to get to the same page, we'll show both.

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Searching for former students or staff

You can use the global search to find the profiles of historic students or staff. Just type in the name of the person you need to search for, then press Enter on your keyboard, or click the link.

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Once the search results page loads, click All Results on the left-hand menu.

The search will now show all results for your search, including former students and staff. You can click on the result you need to open up the profile.

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Comments

2 comments
  • Can we not get DOB search working?

    1
  • Hi kxv! I'm happy to let you know that searching by Date of Birth is now possible in Arbor's Global Search functionality. Please check here about the recent updates, as well as go through this Help Centre article to see how the feature works now.

     

    Kind regards,

    Product Team

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