The Search Image window will display slightly different fields, depending on what window was used as the access point.
If it is accessed from the Detail Master Case window, it will display information regarding the scanned images for all persons in the Master Case, including discontinued persons and persons listed as out of household.
If it is accessed from the Person Detail window, information about only that person will display.
If it is accessed from the Detail Organization window, information about the persons in the Organization will display.
How Do I:
Document Imaging from Person Detail
Document Imaging from the Detail Master Case
Document Imaging from Detail Organization
Master Case Group Box:
Name: This field displays the name of the person in whose name the Master Case is registered.
Number: This field displays the unique, system-assigned number used to identify each Master Case.
Persons Group Box:
Selection Condition: The window will default to Select All. Change to Deselect All if needed.
ID: This column displays the unique person number of the individual.
Last: This column displays the last name of each current member of the Master Case.
First: This column displays the first name of each current member of the Master Case.
MI: This column displays the middle initial of each current member of the Master Case.
Ext: This column displays the name extension of each current member of the Master Case. Example: JR, III, IV, SR
Birth Date: This column displays the birth date of each current member of the Master Case.
Sex: Displays F (female) or M (male).
SSN: This field displays the Social Security Number of the person.
Disc: This column displays N (no) or Y (yes), depending if the person is discontinued or not.
Household Status: This column displays the household status for each member of the Master Case.
Category Group Box:
Selection Condition: The window will default to Deselect All. Change to Select All if needed. Document types can be multi-selected, if more than one, but not all are needed. Use Permanent ID to search for ID Citizenship and Relationship; ID Legal; and ID Other.
Options Group Box:
Search by Scan Date: The maximum search range is 180 days. The end date will default to the current date. If searching for permanent ID, the Search by Scan Date (begin) will be removed. This allows for a search of more than 180 days.
Remove Out of HH Persons: Check this box to remove Out of HH persons from the search criteria. (This displays only if accessed from the Detail Master Case window.)
Remove Discontinued Persons: Check this box to remove Discontinued Persons from the search criteria. (This displays only if accessed from the Detail Master Case window.)
Remove End Dated Persons: Check this box to remove end dated persons in the Organization. (This displays only if accessed from the Detail Organization window.)
(03-2010)
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