This section provides an overview of how to use the People Management console to search for People records.

There are two areas of the People Management console that you use to search the People form:

  • Defined searches 
  • Search Filters

The Defined Searches area contains a list of predefined searches that you use to find records in the People database. The defined searches let you search the People database for records that match a selected status, or in the case of support staff, an availability status. You can choose to search the People database for all people that match the selected criteria, for just support staff, or for just non-support staff. For example, you can use a predefined search to locate and display the records of non-support staff with a status of Proposed.

You define search filters on the People Management console. Use a search filter to refine the results of the predefined search. For example, if you define a search filter to show only records with Incident Viewer permissions to use with the results of the defined search mentioned in the preceding paragraph, the People table now displays only the records of non-support staff with the status of Proposed, who have Incident Viewer permissions. If you add a second search filter you can further refine the list. For example, if you create a second search filter for "Company equals Calbro", then the People table displays only the records of non-support staff with the status of Proposed, who have Incident Viewer permissions, and who are assigned to the Calbro company. You can create up to five search filters.

For information about how to perform the search procedure, see Performing a People database search.