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Welcome to the Mobius Manual

Published Date: February 12, 2019
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Mobius ICM User Guide

Registration

2.1 Search/Register an Individual

Purpose

Registration is the creation of a record for a person.

Procedures

Method One: Individual Indicates they Have Been Registered Previously

Anchor Point: Search Menu on left navigation bar

  1. From the shortcut menu under searches, select Person, and a modal opens
  2. Enter Individual’s:
    1. Last Name
    2. First Name
    3. Date of Birth 
  3. Select Search and a list of possible matches opens



    Method Two: Individual Says or Does Not Know if They Have Been Registered Previously

    Anchor Point: Registration Menu on left navigation menu

  4. From the shortcut menu under Registration, select Search & Register Person, and a modal opens
  5. Enter Individual’s:
    1. Last Name
    2. First Name
    3. Date of Birth 
  6. Select Search and a list of possible matches opens



    Note: Always use 3 search criteria when searching or search/registering an Individual or Duplicates may be created

Related Information

User Guide:

Procedure:


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