Documentation : Searching for Individuals

Documentation : Searching for Individuals

  1. To search for the Individual Data form (IDF) of an Individual, click on Search in the row titled Individual under Care section, of the Admin tab.

    Dashboard view of the Admin tab highlighting the Search link beside the Individual option

  2. Fill in the various search parameters to find the Individual Data form that you are looking for. Click on the Search button after you have provided the search parameters.

    Search Individual page highlighting the Search Individual section and the Search button

  3. The Individual Search Result page will show all the matches, click on a last name to open the IDF of that Individual.

    Individual Search Result page showing the list of individuals

  4. Once the IDF is open, you may make changes to it if you have been assigned the necessary privileges. To find out more about editing and updating Individual Data forms, click here.

    See full size of the screenshot below

    Screenshot of the Individual Data page

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Last Updated: Oct 17, 2016