Person Search Card

The Person Search Card provides the ability to search for a user based on your chosen search criteria. By default, the status field is set to active and the first name field is selected with no criteria defined.

Using the Search Filters in the Person Management Module

To locate a person record within clevr, use the Person Search fields to specify and narrow down your search results. When adding your criteria, the following can be used for your search:

Filter Name Filter Description

Status:

Can be set to either Active or Inactive

Last Name:

Preferred last name

First Name:

Preferred first name

Legal Last Name:

The first name of the person that is recognized on official records

Legal First Name:

The last name of the person that is recognized on official records

Proprietary ID:

The Proprietary ID is unique numeric ID that is associated to a person within the Source system and is used to match the person within the source system to the person in clevr.

If the User Account will be managed within clevr, and does not exist within your source system, we recommend that 999 is added to this field and the clevr Managed field is set to True.

Local ID:

The Local ID is a unique ID that is associated to a person. If the Source System does not have a Local ID associated to the record, the Proprietary ID is used to match the person in the Source System to the clevr person.

Role:

Identifies the level of access the user has in clevr and has been as assigned. The role determines which forms and modules the user will be able to access.

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User Account:

Use the Checkbox to search for person records that have a user account assigned to them. Leave the checkbox empty to search for person records that do not have a username associated to them.

Username:

Username that is used to log into clevr.

If your district or division uses LDAP for your login authentication, the username they use will be present within the AD/SAM account name field, not the username.

Manually Managed :

Use the Checkbox to search for accounts that are managed within clevr (not updated by your SIS integration).

Leave the checkbox empty to search for accounts that are managed by your SIS integration.

Location:

Used to search accounts that have been assigned to a specific location.

Default Location:

Used to search accounts have have a have been assigned to a specific location and that location has been set to their default location.

Form:

Used to search accounts have have a have been granted access to a specific form.

Default Form:

Used to search accounts have have a have been granted access to a specific form and that form has been set to their default form.

Landing Page:

Used to search accounts that have been assigned to a specific landing page (example, Legacy, Legacy Dashboard, Any New Dashboard, Dashboard Template: (Name of Dashboard).

The “+” icon will allow you to add additional fields to your search.

If you wish to remove a field, click the “Trash Can” icon next to the field that you would like to exclude.

Once you have entered in your search criteria, click the Apply button located in the top right hand corner of the Person Search Card. clevr will generate a list of results based on the search criteria you have entered.

If multiple results appear within clevr, you can also use the Filters Card to narrow down your results even further. To add a filter, click on the Add Filter link within the Filters Card header.

Using the drop-down menu, select the field that you wish to use to narrow down your results. The fields available within the Filters Card are the same fields that are available in the Person Search Card.

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