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Mobius User Guide |
Published Date: May 15, 2013
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06 Person Record |
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Search
For security reasons, the search process is different for Internal and External users.
Internal Users
- Can search with only one piece of identifying information (i.e. Social Insurance Number or EIIID (Reference ID) or with the last name).
- Searching with broad criteria such as name slows the system and takes significantly longer.
External Users
Must have the Social Insurance Number (SIN) plus one of the following:
- Date of Birth, or
- Full or partial last name
Note
Although there are additional search criteria allowed on the search screen, users should use the criteria listed above.
Anchor Point: Workspace Application Section
- Search for a Person using the Quick Links on the Home Page.
Note
You may also use the Search function from the Shortcuts panel in the Workspace Tab. - Enter Search Criteria and select Search. Search results will be displayed.
- If a match is found, select the matching record and modify/upgrade as required.
- If no match is found, proceed to Register a Person from the Tab Action menu.
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