Contents -

Service Request - Perform Another Search

If the name appearing in the list does not match the one on the Service Request, you may want to perform another search if you have additional information about the person. 

Enter as much information as you want in the fields presented in order to limit your search results.  The more information entered, the less the results will be returned.

Name (Last*/First)

Enter the name of the person in these fields. 

Search Type

Select one of the following from the drop-down list using the down arrow next to the each of the First and Last name fields () to restrict the search parameters:

Sounds Like

Starts With

Exactly

Contains

Gender

Select Female or Male by clicking in the () to the left of the option.

Date of Birth

Enter the date of birth using the following format MM/DD/YYYY.

Reference ID

Type the identification number to be used with the Reference Type in this field.

Reference Type

If a number has been entered in the previous field, select one of the following for the associated type:

CCIS                     CCIS License ID

DOE                       Department of Education Student ID

DMV                      Driver's License Number

EIN                        Federal Identification Number

SSN                       Social Security Number

ISN                        PATH ID

SSID                      Social Services ID

SEID                      State Employee ID

VID                        Vendor ID

 

Once the information has been entered in the above fields, click on the Search button to perform a search in the database for an existing provider.

Review the results again and depending on the outcome of these results, continue by selecting either the Use Selected or the Create New Party function.

Person - Use Selected

If the name appearing in the list matches the one on the service request, select the row containing the name by clicking on the button at the beginning of the row in the Select column.  Once the row has been selected, click on the Use Selected button at the bottom of the page.

Note:  During the processing of loading the data from the Protective Services interface, the Date of Birth may be a missing field from the original data received.  The system is generating a default Date of Birth of 1/1/1900 to be used during the Validation process.  When you see a date of 1/1/1900, an effort should be made to obtain the correct Date of Birth for the party and enter it during the Search and Validate process. 

If the name appears on the list, is selected and the Use Selected button is clicked, you are returned to the Service Request - Validate Parties page (SR0012) and the Validated column value shows Yes for the validated person.

Continue to complete the validation for each party listed. 

Person - Create New Party

If the name appearing in the list does not match the one on the service request, create a new entry by clicking on the Create New Party button.  As a result, you are returned to the Service Request - Validate Parties page (SR0012) and the Validated column value shows Yes for the validated person.

Note:  During the processing of loading the data from the Protective Services interface, the Date of Birth may be a missing field from the original data received.  The system is generating a default Date of Birth of 1/1/1900 to be used during the Validation process.  When you see a date of 1/1/1900, an effort should be made to obtain the correct Date of Birth for the party and enter it during the Search and Validate process. 

Continue to complete the validation for each party listed.