Heartland Directory Help and Documentation

The Heartland Directory Search is a web interface designed to help users find employees within the AEA. There are several features and search options included that will help users find what they are looking for. Below is a guide to using the interface that explains each option in detail.

Table of Contents

I) Brief overview of the search box and function.

#1-8) Specific information on search inputs and how they affect search results.

#7-8a) Removing job titles and work groups from the search criteria.

#9) Explanation of the clear and search functions.

#10) Information on exporting save results to a spreadsheet.

#11) How to log in with dashboard and gain additional Directoryfeatures.

Figure 1.


I) Figure 1, above, shows what the search interface looks like for a majority of users. After choosing your search criteria, click the 'Search' button in the bottom left of the interface to run your search. A 'Loading...' screen will overlay the search box until the results are loaded. If the search button is clicked when there is no search option selected, a list of all AEA employees will be returned.


To reset your search criteria, use the 'Clear' button, next to the 'Search' button in the bottom left. After clicking the clear button the form will be reset to look like when the page was first loaded.


#1) Heartland Region Drop Down:

The Heartland region drop down is used to search for employees that are assigned to a specific Heartland region. Clicking on the box displays a list of all possible regions to choose from. Once a region is selected, the School District Drop Down (#2) will only show districts from that region.


#2) School District Drop Down:

The school district drop down is used to search for employees that are assigned to a specific Heartland area school district. Clicking on the box displays a list of all possible districts to choose from. If you don't see a school district that you want to select, make sure that you have the correct region selected. If no region is selected, then a list of all districts will be displayed. Once a district is selected, the School Building Drop Down (#3) will only show buildings from that district.


#3) School Building Drop Down:

The school building drop down is used to search for employees that are assigned to a specific Heartland area building. Clicking on the box displays a list of all possible buildings to choose from. If you don't see a building that you want to select, make sure that you have the correct region and/or district selected. If no district is selected, then a list of all buildings will be displayed.


#4) First Name Input:

A simple text input to search employees by their first name.


#5) Last Name Input:

A simple text input to search employees by their last name.


#6) Heartland Office Drop Down:

The Heartland Office drop down is used to search for employees that are assigned to a specific office. Clicking on the box displays a list of all possible offices to choose from.


#7) Job Title Drop Down:

The Job Title drop down is used to select criteria that will narrow down the search results. All of the employees that show up in the results will have at least one of the selected job titles.


There are two ways to select a job title to add to the search. The first is by placing your cursor into the box and starting to type, as you type suggestions will show up in a drop down. After selecting a suggestion it will be added to the list directly to the right of the Job Title box. The second way to select a job title to add to the search is by using the small drop down arrow. When this arrow is clicked, a list of all the possible job titles will be shown and one can be selected with either the mouse or the keyboard arrows.


#8) Work Group Drop Down:

The Work Group drop down is used to select criteria that will narrow down the search results. All of the employees that show up in the results will be in at least one of the selected workgroups.


There are two ways to select a work group to add to the search. The first is by placing your cursor into the box and starting to type, as you type suggestions will show up in a drop down. After selecting a suggestion it will be added to the list directly to the right of the Job Title box. The second way to select a work group to add to the search is by using the small drop down arrow. When this arrow is clicked, a list of all the possible workgroups will be shown and one can be selected with either the mouse or the keyboard arrows.


#7-8a) Deleting Selected Job Titles and Work Groups:


Figure 2.


In order to remove a job title or work group from the search filter, simply click the white 'X' in the upper right hand corner of one that you wish to remove. An 'X' is highlighted above, in Figure 2. If this 'X' were clicked, the 'Human Resources' option would be removed from the search criteria.


#9) Search and Clear Buttons

The 'Search' button can be clicked even when there is no information given in the search form. If this is the case, then a list of all employees will be displayed.


The 'Clear' button can be used to completely reset the search back to what it looked like when the page was first loaded. All drop downs, text boxes, and search results will be reset.


#10) Exporting to CSV/Excel

After there has been a successful search, the user may wish to save the results of the search and use them later. By clicking on the 'Export to CSV' link, you can download a spreadsheet of the results to your computer and open in Excel to edit/view them.


#11) Login to Dashboard

The Directory search is available to anyone who wishes to use it. But there are additional features for Heartland employees. By clicking the 'Login' link, the user is redirected to the Employee Dashboard login. After a successfully login, they will be redirected back to where they were at with the search. Users who are logged in are able to view employee photos, addresses, and phone numbers.


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