Search for Master Case

WINDOW OVERVIEW:

The Search for Master Case window begins the search for an existing Master Case or begins the process of creating a new Master Case.

To search for an existing Master Case use :

the assigned Master Case number and selecting the Search button, or
the Program Case number and Program Case type, or
enter the SSN and/or name of a person in the Master case and select the Arrow $image\search_arrow_shg.gif$ icon to open the Person List window. When a matched person is returned, select the Search button.

Note: If the Master Case or any person who is IN the Household within the Master Case needs to be protected because of Domestic Violence, the information will be marked as RESTRICTED. This designation will display on the Detail Master Case window, and the Person Detail window. During the Search process, for each person within a Restricted Master Case, the restriction will also display on the Search by Address, Search by Phone and Search by Account windows. Search information will not display for Restricted Persons or Master Cases.

FIELD DESCRIPTIONS:

Master Case Group Box:

Number: If known, enter the system assigned Master Case number. Select the Search button at the bottom of this window to initiate the Master Case search process.

Program Case Group Box:

Number: Enter the system assigned Program Case number, and

Program Type: Select the type of program from those in the drop down list.

Case Person Information Group Box:

SSN: Enter the SSN of a person in the Master Case.

Name Group Box:

Last: Enter the last name of a person in the Master Case.

First: Enter either the first name or initial of a person in the Master Case.

Search Types Group Box:

Exact Spelling: Select this radio button to find names that exactly match the name entered in the name fields.

Sounds Like: Select this radio button to find all names that either match or are spelled similarly to the name entered in the name fields.

$image\search_arrow_shg.gif$ : Select the arrow icon to begin the person search process using either the SSN or name. When searching by name, when there is more than one match, the Person List window opens.

If no match occurs for a person search, a pop-up window displays indicating:

person not found

If a match occurs the person’s full name and SSN will be populated on the window.

Select the Search button to open the Detail Master Case window.

ACTION BUTTONS:

	Select the Search button to begin a search using the information entered in the fields on this window.
	If a Master Case exists, when the Master Case number is entered the Detail Master Case window opens. If searching by person name or number either the List for Master Case window opens if the person is in more than one master case List or Detail Master Case window opens if the person is in just one master case.
	Select the New button to add a new Master Case to the system. Note: This action should only be taken after conducting a complete person search.
	Select the Clear button to clear the information entered in the fields on this window so new search information can be entered.
	Select the Cancel button to close this window and return to the N-FOCUS Main Menu.
	Select the Help button to open the help instructions for the active window.

(08-2016)

NFO2141H(2)