Searching for Users, Services and Sharing Agreements

The Organisational Services search allows you to search for users, services and sharing agreements.

To search Organisational Services:

  1. From Vision360, select Organisational Services .
  2. The Organisational Services screen displays, in Search, enter the details of the search required, for example, the name of the staff member you are searching for:

    Training Tip - A minimum of 2 characters are needed, you can also use ** for a wildcard search.
  3. To exclude items from your search, select Filter and tick those aspects you do not want to search on:

    Note - Exclude inactive is ticked by default which means, by default, you only search on active records. To search on inactive records, remove the tick.
  4. Select Search .
  5. All matching results display, select the result required.

Note - If the item is already open in another tab, the relevant tab displays.
Note - To print this topic select Print in the top right corner and follow the on-screen prompts.