Lookup

Lookup

The lookup feature allows you to quickly find a value for a field. The lookup button (…) next to a field indicates that the field has the lookup feature.

Note: to add the Name field, click Tab on your keyboard.

To search for a person:

1. Next to the ID field, click on the three dots (…) and then click Person Search. A Person Search SOAIDEN form will open.
   
2. Type in criteria and click Go. Wildcards – two wildcards can be used to search: percentage and underscore.
   For Example: if you are looking for the last name “Smith” but you do not know if it is spelled “Smyth” or “Smithe”, you can search for it using the wildcards: Sm_t%. 
   • Percentage (%) sign represents a character or set of characters. This can be used at the beginning, middle or end of a word.
   • Underscore (_) sign represents one occurrence of a character. This can be used at the beginning, middle or end of a word.
3. Once you have found the person, highlight the ID field and click Select (bottom right side of page) or double-click in the ID field and then click Go.

Page Navigation

1. Recently Opened icon: allows you to access all pages opened during a session. The number indicates the number of pages opened in a session.
2. Page Header: the page header identifies the open page name and contains icons for basic navigation.
3. Related and Tools icon:
   • Related menu displays a list of pages that can be accessed from this page.
   • Tools menu includes refresh, export, print, clear record, clear data, item properties, display ID image, and other options controlled by the page.
4. Main Key Block: the first block on most pages contains key information.
   Required Fields
   An asterisk (*) displayed next to a field name indicates that the field requires a value before you continue on the page. If you leave a section or page without entering information in the required field, the page notifies you in the Notification Center.
   
5. Open/Close Sections: pages are divided into sections that contain additional details for the key information.
   • Click the down or up arrow to open and close a section.
6. Section icons: Each section has the following icons for that section:
   • Insert records
   • Delete records
   • Copy records
   • Filter records
   • More Information icon displays if supplemental data can be entered for the record.