Searching for People - Advanced Search

An advanced search lets you search for records based on any field information available. You can search for records that contain specific information in a single field, or you can base your search on information contained in multiple fields. When you enter criteria in more than one field, the search will result in People records that meet all of the criteria (an AND search). If you select multiple items within a field, for example, more than one affiliation code, the search will result in People records that meet any of the criteria (an OR search).

When you locate People records with an advanced search, you can perform actions on some or all of them at the same time by selecting check boxes next to the desired records.

To perform an advanced search for people records:

  1. Click the People tab to go to the Quick Search page for People records.

  2. Click the Advanced link next to the GO button or select the Advanced Search action to display the Advanced Search page.

  3. Type your search criteria into one or more fields on this page. When you enter criteria in more than one field, the search will result in People records that meet all the criteria (an AND search). Note: Clicking the Make Default link will save the selected criteria as your default. To clear the default, click the Clear Default link.

  4. Click the GO button or press the ENTER key to begin the search and display the results.

If you're not satisfied with the results of your search, click the Modify Search link to modify your search with additional criteria or select the Advanced Search action to start over. You can also use the Modify Search option to add records to those already selected. If you selected records found with the first search, that selection is retained as you modify your search criteria and find and select additional records.

If you don't find the person you're searching for, you can select the Find/Add Person or Add Person action to add that person.

  1. Click the name link in the Full Name column to display the record on the People Record page.

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