Search boxes help to narrow the view of the data you are seeing as you use the UECC Platform. They appear at the top of many of the UECC Platform screens. In the example below, we will use the search boxes on the Person Data Maintenance screen to illustrate their function.
Click on Person Data Maintenance in the left Navigation Bar
The data rows displayed show all the members of the communities to which you are associated.
OrgAdmin will see all persons in all communities within the Organization.
CommAdmin will see only those persons within communities where they hold the role of CommAdmin.
Using the Person Data Maintenance page as an example, you will see three “search boxes”
Click in the any one of the search boxes
You can scroll down the list to find what you are looking for, or
You can type any portion of the name of the person, organization, or community that you are looking for
The list will filter to show only entries that include what you have typed
When you see the name you are looking for, click on the small box just to the left of the name and click the “Apply” button (just to the right of the search boxes).
The list has now been filtered to your search instructions.
If you need to search for more than one name, go back to the search box, repeat the process and click “Apply” once more. a. You will now have the two items in the displayed list. The most heavily used searches are the Name (Person) and Community search boxes. Play with the function until you are comfortable with it. You will see that there are multiple ways to achieve the same results.