Under the Policy Search screen you now have the option to use either a Basic Search or an Advanced Search.
Here you may search either by policy number or by employee ID – use the drop down list to select the value you would like to search by.
Searching by policy number or by employee ID is fastest possible way to search.
Note: The ‘Search’ button will only be available once you have entered a value in the ‘Search by’ field.
The advanced search gives you more options to search by
When searching using the Surname or First Name you can select one of the following options
- The ‘Exact Match’ search option will look for members that precisely match the search values entered.
- The ‘Starts With’ search option will look for members whose First Name or Surname begins with the letters entered in those fields, for example ‘Jon’ will return ‘Jones’, ‘Jonston’, ‘Jonas’ etc.
- At least two characters in one or more search fields must be entered in order to use the advanced search.
- The ‘Group Name/Type (ID)’ field will only be displayed if you have restricted group access, in which case it will only list those groups you have access to.
- If you have unrestricted group access, this field will not be displayed at all.
- You can clear all current search values by pressing the ‘Clear All’ button. This will reset the search screen for you.
- You can return to the ‘Basic Search’ by clicking on the link ‘Basic Search’.
The results of the Basic Search and the Advanced Search will be displayed in the same way, that is, in the format of a table.
- The results may be sorted based on each of the column headings
Click the column heading once to sort the results in ascending order, click again to sort in descending order.
- You may page through the search results by
- Using the pagination arrows
Click |< to go to the first page of the results table
Click >| to go to the last page of the results table
Click > to go to the next page of the results table
Click < to got to the previous page of the results table
- Clicking on the required page number