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TM Resource - Client Search Results

Monday, September 25, 2017Copyright 2016 State of Colorado

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Purpose

This Job Aid provides you with a document that describes how to perform the task. You can print this document or save it to your local hard drive.



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Procedure

1. Follow the steps below to complete the task:

Colorado Trails

2. Click the Search menu item.



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Colorado Trails

3. Click the Client Search menu item.



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Client Search - Colorado Trails

4. Client Search



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The Client Search page displays.


5. Search Queries



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Use the Search Query fields to locate a client. For this example, we'll search for clients with Johnn in their first name.


6. As required, complete/review the following fields: Field DescriptionFirst Name

Example: Johnn



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7. Click the Search button.



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8. Search Results



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Clients with a first name that contains Johnn display.


9. Number of Search Results



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Trails will display the number of results in the list.

Trails will only display 500 results and will indicate when results exceed 500.


10. DYC Column



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Yes will display in the DYC column if the client is DYC, active, and committed.


11. Collapsed Search Queries Section



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Notice that the Search Queries section collapses when the search results display. You can easily expand and collapse this section by clicking the plus (minus) icon in the Search Queries header.


12. Click the Expand (+) icon.



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13. Expanded Search Queries Section



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The Search Queries section displays, where you can add to your search criteria, or clear the current criteria and perform a new search. An advantage of having this section collapsed, is being able to view more of the search results list.


14. Click the Collapse (-) icon.



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15. Column Filters



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You can rearrange the results in the list using the column sort and filter tools. Let's look at the filter first by filtering the name column.


16. Click the Full Name: Filter icon.



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17. Filter for pop-up text box



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The Filter for pop-up text box displays. To filter the column, enter your filter term and click the Confirm icon.


18. As required, complete/review the following fields: Field DescriptionFilter for:

Example: Doei



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19. Click the Confirm icon.



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20. Filtered Column



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The list will display, filtered by your filter term. Your filter term will display in the column header.


21. Column Sort



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Next, let's look at the column sort tool by sorting the Date of Birth column.


22. Click the DOB column sort icon.



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23. Sorted Column



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The results display sorted by Date of Birth. Once you have filtered and sorted your results and located your client, you can select the client to view client related information.


24. Select a client from the list.



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25. Client Related Information



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Client related information displays at the bottom of the screen. You will notice that the client information is split up by tabs. Click each tab to view the related information.


26. Click the Relations tab.



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27. Relations Tab



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A list of the Client's relations display. Notice there are five relations, which is reflected by the number you see on the tab.


28. Click the Addresses tab.



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29. Scroll Across to more Tabs



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To view further tabs click the Arrow to scroll across.


30. Continue Reviewing Client Information Tabs



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Continue selecting tabs to review client related information.


31. Clear Filter Term



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To clear a filter from the results list, close the filter term in the column header.


32. Click the Full Name: Filter Term close icon.



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33. Filter Term Cleared



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The filter is removed, and the search results return to reflect your original search criteria. At this point, if you wanted to perform a new search you would expand the Search Queries section, clear the current search criteria, and start your new search.


34. Click the Expand (+) icon.



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35. Click the Clear button.



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36. Click the Yes button.



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37. Previous Search Criteria Cleared

With the Search Queries criteria cleared, you can perform your next search.

tm resource - client search results › trails_mod › pdf › client... · tm resource - client...

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