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OPERATIONS MANUAL

Last Updated: November 30th, 2021

Defining Search Options

Within the people screen, you have a quick search box at the top. By default the system will search through a pre-defined list of fields to find the data that you are searching for. The default values that are enabled to be searched by are Person Number, First Name, Middle Name, Last Name, Birth Date, Email, Card Number, Chipserial Number and Pacs Card Number.

You can customize the fields that the quick search will check for your value by clicking on the gear icon at the top, then going to Search Settings.

To enable this, toggle the setting that says Expand Search Fields to enabled. Once this is enabled, you will now see a list of groups of fields that are available. You can expand each of these lists individually to check the items you want the quick search to check when searching. By default when you first enable this setting, none of the fields will be selected. You will need to make sure that all of the fields that you want to search by are selected.

Do note, as you add more fields to the Expanded Search Settings, it may impact performance to load searches. You should only enable the fields that you will be using to search by in the Quick Search.

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