Persons Search
The Persons Search page displays the results of an (advanced or quick) search over persons. Once executed, this page shows a list (display only) of the persons that meet the search criteria. The page provides direct access (using a deep-link) to the View Person page, so the user can access the page to see an overview of the Person (described in View Person).
A new Persons Search page tab will open if the user either executes a query using the persons quick search function in the Policies regional area or clicks on the advanced search button in the regional area (described in Policies Menu). The retrieval and display of data in this page is subject to restrictions described in the implementation guide for User Access.
Advanced Search
The advanced search functionality is located in the upper part of the Persons Search page local area. The advanced search offers the following fields as search criteria:
Criterion | Description |
---|---|
Code |
Same as in the Quick Search functionality |
Last Name |
Same as in the Quick Search functionality |
Initials |
Search on person initials:
|
First Name |
Search on person first name:
|
Middle Name |
Search on person middle name:
|
Name Partner |
Search on person partner name:
|
Suffix |
Search on person suffix:
|
Date of Birth |
Search on person date of birth: Date picker |
Gender |
Search on person gender:
|
Street |
Search on address street:
|
House Number |
Search on address house number:
|
Number Addition |
Search on address number addition: Free text field |
City |
Search on address city:
|
Postal Code |
Search on address postal code: Free text field |
Country |
Search on address country:
|
Country Region |
Search on address country region:
|
Assigned Provider |
Search on assigned provider:
|
Policy Code |
Same as in the Quick Search functionality |
Dynamic Fields |
Search on dynamic fields that are configured (searchable) for relations |
Note that it is not allowed to search without criteria or use wildcards in the first position.
Search Results
Once the search is executed and processed, the search results will display in the lower section of the page. The header of this section shows the number of returned search results. The following (read-only) fields are displayed:
Column | Description |
---|---|
Code |
Code of the person (deep links to the View Person page) |
Formatted Name |
Formatted name of the person |
Date of Birth |
The person’s date of birth |
Gender |
The person’s gender |
Current Address |
Formatted default address valid on system date |
The search results are ordered by code. All results are shown in a single table. The user can go through the search results by using the (search result) table scrollbar. When a search yields more than the maximum number of results that can be displayed in the page, the user is warned by a warning message in the header of the section. Note that this search also returns persons that are not enrolled on any policy.