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 <u>Search People</u> or <u>Search Trainings.</u> 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 search <u>Recent Changes</u>, <u>Search People</u>, or <u>Search Trainings.</u> From the record, additional information can be added or existing information can be updated.
 
=== Recent Changes ===
Choose "Recent Changes" to locate new records or records that have recently been updated.
 
# From the Home page or left menu, click <u>Search Records</u>.
# Click "Recent Changes".
# Select to view recent changes to '''Person''' or '''Training'''.
# A list of records with changes made today will be displayed. If you would like to view records within a larger wider timeframe, click '''Yesterday''' or '''Last Week'''.
# Click on the name of the person whose record you want to review.


=== Search People ===
=== Search People ===
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# From the Home page or left menu, click <u>Search Records</u>.  
# From the Home page or left menu, click <u>Search Records</u>.  
# Click "Search People".
# Click "Search People".
# 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 '''Cadre,''''''Index Number,''' and/or '''Surname.'''  
# 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.  
# A list of matching records displays.  
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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.  
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>.  
# From the Home page or left menu, click <u>Search Records</u>.  
# Click "Trainings".
# Click "Search 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.'''  
# Choose to limit record results by entering in the person's '''License Number,''' '''Cadre,''' '''Index Number,''''''Intake Date After,''' '''Intake Data Before,''' and/or '''Registration Number.'''  
# Click <code>View</code> to find the matching record(s).  
# 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.  
# Click on the name or index number of the record you want to review, or choose to limit results further.  

Revision as of 13:44, 1 March 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 Recent Changes, Search People, or Search Trainings. From the record, additional information can be added or existing information can be updated.

Recent Changes

Choose "Recent Changes" to locate new records or records that have recently been updated.

  1. From the Home page or left menu, click Search Records.
  2. Click "Recent Changes".
  3. Select to view recent changes to Person or Training.
  4. A list of records with changes made today will be displayed. If you would like to view records within a larger wider timeframe, click Yesterday or Last Week.
  5. Click on the name of the person whose record you want to review.

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 Cadre,'Index Number,' and/or Surname.
  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 "Search Trainings".
  3. Choose to limit record results by entering in the person's License Number,' Cadre, Index Number,'Intake Date After, Intake Data Before, 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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