iHRIS:Search Records in iHRIS Qualify: Difference between revisions

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# Choose to limit record results by entering in the person's '''Surname''' and/or '''Index Number,''' and/or selecting the '''Cadre.''' Leave blank to find multiple records.  
# Choose to limit record results by entering in the person's '''Surname''' and/or '''Index Number,''' and/or selecting the '''Cadre.''' Leave blank to find multiple records.  
# Click <code>View</code> to find the matching record(s).  
# Click <code>View</code> to find the matching record(s).  
# A list of matching records displays. Click the name of the person whose record you want to review, or  
# A list of matching records displays.  
# In the '''Choose options to limit results''' menu, there is an option to limit results further by '''Surname''' and/or '''Index Number,''' and/or '''Cadre.''' Click <code>View</code> to find the matching record(s).
#Click on the name or index number of the person whose record you want to review, or choose to limit results further. In the '''Choose options to limit results''' menu, there is an option to check the box next to <u>Save as default view</u> to save limitations for the next search.  
 
=== Troubleshooting ===
 
'''The record is not found.'''
 
The system displays an error message. Click <code>Return</code> to return to the Search Records page and search again.


=== Search Trainings ===
=== Search Trainings ===
Line 25: Line 19:
# Choose to limit record results by entering in the person's '''Index Number,''' '''Cadre,''' '''Intake Date After,''' '''Intake Data Before,''' '''License Number,''' and/or '''Registration Number.'''  
# Choose to limit record results by entering in the person's '''Index Number,''' '''Cadre,''' '''Intake Date After,''' '''Intake Data Before,''' '''License Number,''' and/or '''Registration Number.'''  
# Click <code>View</code> to find the matching record(s).  
# Click <code>View</code> to find the matching record(s).  
# In the '''Choose options to limit results''' menu, there is an option to limit results further by '''Surname''' and/or '''Index Number,''' and/or '''Cadre.''' Click <code>View</code> to find the matching record(s).
# Click on the name or index number of the record you want to review, or choose to limit results further.
# In the '''Choose options to limit results''' menu, there is an option to check the box next to <u>Save as default view</u> to save limitations for the next search.
 
=== Troubleshooting ===
 
'''The record is not found.'''  
 
The system displays an error message. Click <code>Return</code> to return to the Search Records page and search again.


{{IHRIS_Qualify_user_manual_index}}
{{IHRIS_Qualify_user_manual_index}}

Revision as of 11:38, 25 February 2010

Return to the iHRIS Qualify User Manual index page.

After entering a person's record into the system, the record may be reviewed at any time. Click Search Records to locate the record. You can choose to Search People or Search Trainings. From the record, additional information can be added or existing information can be updated.

Search People

Choose "Search People" to locate any person's record in the system to review, print or update.

  1. From the Home page or left menu, click Search Records.
  2. Click "Search People".
  3. Choose to limit record results by entering in the person's Surname and/or Index Number, and/or selecting the Cadre. Leave blank to find multiple records.
  4. Click View to find the matching record(s).
  5. A list of matching records displays.
  6. Click on the name or index number of the person whose record you want to review, or choose to limit results further. In the Choose options to limit results menu, there is an option to check the box next to Save as default view to save limitations for the next search.

Search Trainings

Choose "Search Trainings" to locate any person's record in the system by training information to review, print or update. A person may appear multiple times if they have multiple trainings.

  1. From the Home page or left menu, click Search Records.
  2. Click "Trainings".
  3. Choose to limit record results by entering in the person's Index Number, Cadre, Intake Date After, Intake Data Before, License Number, and/or Registration Number.
  4. Click View to find the matching record(s).
  5. Click on the name or index number of the record you want to review, or choose to limit results further.
  6. In the Choose options to limit results menu, there is an option to check the box next to Save as default view to save limitations for the next search.

Troubleshooting

The record is not found.

The system displays an error message. Click Return to return to the Search Records page and search again.

Return to the iHRIS Qualify User Manual index page.

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