iHRIS:Search Records in iHRIS Qualify: Difference between revisions

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{{IHRIS_Qualify_user_manual_index}}
{{IHRIS_Qualify_user_manual_index}}


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


=== Search People ===
=== Search People ===
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# 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. Click the name of the person whose record you want to review, or  
# In the '''Choose options to limit results''' menu, limit results by '''Surname''' and/or '''Index Number,''' and/or '''Cadre.''' 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).


=== Troubleshooting ===
=== Troubleshooting ===
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The system displays an error message. Click <code>Return</code> to return to the Search Records page and search again.
The system displays an error message. Click <code>Return</code> to return to the Search Records page and search again.
=== 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.
# From the Home page or left menu, click <u>Search Records</u>.
# Click "Trainings".
# 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).
# 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).


{{IHRIS_Qualify_user_manual_index}}
{{IHRIS_Qualify_user_manual_index}}

Revision as of 11:29, 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. Click the name of the person whose record you want to review, or
  6. 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 View to find the matching record(s).

Troubleshooting

The record is not found.

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

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. 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 View to find the matching record(s).

Return to the iHRIS Qualify User Manual index page.

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