Search Person
The Search Person zone allows you to search for persons using various search criteria. It also allows you to add the persons in the hold request. It appears when the following conditions are met:
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The Entity field in the hold request is set to Person
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The status of the hold request is set to Draft.
It contains the following two sections:
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Search Criteria - The Search Criteria section contains the following fields:
Field Name Field Description Mandatory (Yes or No) Search By Used to indicate whether you want to search for a person using the person details. The valid value is: -
Person Details
Note: By default, the Person Details option is selected.Yes Person ID Used to search for a particular person. Note:The Search (
) icon appears corresponding to the Person ID field. On clicking the Search icon, the Person Search window appears.
On selecting the person, the respective information string appears corresponding to the Person ID field. It has a link. On clicking the link, the Person screen appears where you can view the details of the respective person.
No County Used to search for persons who reside in a particular county. No State Used to search for persons who reside in a particular state. No Postal Used to search for persons who reside in an area with a particular postal or zip code. No Note: You must specify at least one search criterion while searching for a person. -
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Search Results - On clicking the Search button, the search results appear based on the specified search criteria. The Search Results section contains the following columns:
Column Name Column Description Person Information Displays additional information about the person. In addition, this column has a context menu ( ) icon which helps in navigating to other screens in the application.
Note: It has a link. On clicking the link, the Person screen appears where you can view the details of the respective person.Person Identifier Type Indicates the primary person identifier type. Person Identifier Displays the value of the primary person identifier type. Country Indicates the country where the person resides. State Displays the state where the county is located. County Displays the county name. Postal Displays the postal or zip code of the address. Entity ID Displays the person ID. Note: Pagination is used to display limited number of records in the Search Results section. You can use the navigation links, such as Previous and Next to navigate between pages.In addition, this section contains the following button:
Button Name Button Description Add Used to add a person to the hold request. A check box appears corresponding to each person. On selecting the check box, you can add the person to the hold request. You can also select multiple persons at the same time. In addition, you can select the check box corresponding to the column header. This allows you to add all the persons listed in the respective page to the hold request.
Related Topics
For more information on... | See... |
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How to add a person in a hold request | Adding a Person in a Hold Request |