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Finding an Entity

Linked GIF Screen Captures

TIP: Using partial names is better than possibly mis-spelling a name and not finding it in the search

WARNING: Unless you are specifically searching for a Student, Staff Member or Other and you know that the Entity has been assigned as such do not check the Students, Staff or Others checkboxes.

Field

Description

Surname

The Entity's Surname

Preferred Name

The Entitiy's Preferred Name

Name1

The Entity's First Name

Barcode

The Entity's Barcode Number

Activity

Whether the Entity is a Future, Current or Past Student for example

Students

Select if you know the Entity has been created as a Student

Staff

Select if you know the Entity has been created as a Staff Member

Others

Select if you know the Entity has been created as an Other eg. Parent, Company etc

Show the Entities that satisfy the search criteria

Cancel

To close the form without selecting an Entity

Clear Criteria

Reset all the criteria on the search form

Remember Criteria

Select this checkbox so that when the form closes the search criteria are remembered for the next search.

Select Entity

After clicking on the relevant Entity in the search results list clicking the Select Entity button will use that Entity in the Next form or Report that opens