Purpose

To find details for a person registered in Callista

Explanation

This form can be called from forms in many Subsystems. It appears as a pop-up window overlaying the form which calls it.

The form itself is inquiry only, but it can be used in these ways:

• To display details of a person already identified in the calling form. Only the relevant record or records are presented initially, though the form can be re-queried
• To provide a Person ID to insert as a new entry in the calling form
• To provide a Person ID to replace the existing one in the calling form, by re-querying and selecting a new record in this form.

Some people may be known within Callista under more than one name. For example, there may be a record of a person's maiden name, their name before a deed poll change, or an anglicised version of their name. In these circumstances, one name is regarded as primary in the System, and the other name(s) are designated 'person aliases', and indicated as such by a lamp, PERSON ALIAS, in the top right corner of the form. Effective Dates indicate whether this is a former name, a current alternative name, or a name anticipated in the future.

The Alternate Person ID gives details of an identification by which the person is recognised in other Systems and/or organisations. Typical examples are: the staff number of a person who is both a staff member and a student at the institution; the identification by which a corporate client is recognised by their professional body.

The Oracle Username identifies those people who have access to Callista.

For example, in the Tracking Subsystem, the Find Person form can be used to query details for a subject whose documentation is being monitored. This could, for instance, be a student whose application for intermission is being tracked.

The form shows the user exactly the records being queried by the form:

The Staff Member checkbox will be ticked and disabled and the Student checkbox will be un-ticked and disabled when this form is forced to be queried on Staff Member.I.e. when this form called from:

ENRF3000 (Waived Rule)		ADMF1200	ADMF1220	ADMF3240	ADMF32R0	ADMJ1320	ADVF4200
CRSF1400	CRSF1500	CRSF2210	CRSF2500	CRSF2840	ENRF3252	ENRF5F10	ENRF6310
ENRJ0820	ENRJ0870	SECF0021	SECF0062

The Staff Member checkbox will be un-ticked and enabled when this form is not forced to query on Staff Member. I.e. when this form called  from:

ENRF3000  (Record Enrolments)		ADMF0510	ADMF1200	ADMF1213	ADMF1214	ADMF1220	ADMF3000
ADMF32H0	ADMF32J0	ADMF32W0	ADMF4800	ADMJ1140	ADMJ3910	ADVJ4710	ASSF2100
ASSF3221	ASSF3222	ASSF4200	ASSF4310	ASSF4911	ASSF5333	ASSF5600	ASSJ06A0
ASSJ06F0	ASSJ06V0	ASSJ06VE	ASSJ1090	ASSJ3212	ASSJ3500	ASSJ3610	ASSJ4622
ASSJ4917	ASSJ5340	CORF2310	CORF2311	CORF2320	CORF3000	CORF9010	CORJ5000
CRSF2840	ENRF3600	ENRF4800	ENRF4810	ENRF4820	ENRF5900	ENRJ0860	ENRJ08F0
ENRJ08K0	ENRJ08J0	ENRJ08L0	ENRJ08M0	ENRJ4600	ENRJ3161	ENRJ4900

The Find Person block contains:

• Soundex Query check box
• Person ID
• Staff Member check box
• Student check box
• First Enrolment
• Surname
• Last Enrolment
• Given Names
• Preferred Given Name
• Sex (Pop)
• Date Of Birth
• Title (LOV)
• Salutation
• Oracle Username
• Deceased check box
• Email Address
• Person alias Effective From
• To
• Person Alias Comment

The Alternate Person ID sub block contains:

• Person ID
• Effective From
• To
• Person ID Type (LOV)

  Buttons

  • OK
  • Cancel

To inquire on a person other than the one identified in the calling form, using the Find Person for:

In Query mode:

• Enter search criteria in appropriate fields
• Optionally, select the Soundex Query check box
• Execute the query
• Select OK to return to the calling form with selected person record inserted (where applicable). (Using Cancel button returns without inserting record.)

Rules/Notes:

Search criteria can be either a full field value, or part of the value + wild card character %.

For speed, it is recommended that either Person ID, Surname, Given Names or Alternate Person ID are used as search criteria.

Using the Soundex Query facility causes the system to search for names which approximate the sound of the name entered. For example, a Soundex Query on JOHN JONES might return Jean James, Jan Johanes, Joan Johns, Jan Jones.