05 - Quick Lookup Module

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Chapter 5 Quick Lookup Module

Copyright 1997-2003 System Automation Corporation. All rights reserved. 297Unauthorized duplication prohibited.


The Quick Lookup module is used to view demographic, license, exam, disciplinary, and employment

information about a person or facility in one window. To access the module, choose the Quick Lookup

icon or choose File / Open / Quick Lookup.

5.1 Viewing Licensee Information

The fields displayed on the Open Quick Lookup window change somewhat depending upon whether the

holder is a person or facility. Both window types are shown below:

1 Click the Quick Lookup icon or choose File / Open / Quick Lookup. The Open QuickLookup window opens.

Open Quick Lookup Window Person


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License 2000 Users Guide

298 Copyright 1997-2003 System Automation Corporation. All rights reserved.Unauthorized duplication prohibited.

Open Quick Lookup Window Facility

2 Enter search criteria and then clickSearch. The result of the search is displayed in the bottom

panel of the window.

Search Results Displayed

splitbox


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TIP: If you wish to view all of the information on one window, you can split the Results

of Search pane into two regions. The small black bar in the leftmost corner of the

horizontal scrollbar is asplit box. Press and hold the left mouse button in the

split box, drag the mouse to the right, and then release the mouse button. There will betwo independent regions in the pane, each with a separate horizontal scroll bar at the

bottom. To remove the split, move the split box back to the leftmost border.

Search Results Displayed Split Activated

3 Highlight the desired licensee and clickOK. The Quick Lookup window for that licensee

opens.

Person/FacilityAddress

LicenseAddress

LicenseInformation


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Quick Lookup Window

This window displays a brief summary of all information stored in License 2000 for that particular

licensee and license.

TIP: Additional fields are located in the License, Exam, and Discipline panes. These fields canbe viewed by moving the scroll bar of each pane to the right. Additional fields in the Licensepane include License Status, Remarks check box, Last Renewal Date, Expire Date, Limit check

box, Probation check box, Restricted check box, and Doing Business As. Additional fields in the

Exam pane include Results. Additional fields on the Discipline pane include Action, State,

License Type and Old Complaint Number.

5.2 Returning to Search Results After ExitingLicensee Record(s)

1 From the License 2000 desktop, open the Quick Lookupmodule. The Open Quick Lookup

window opens.


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Open Quick Lookup Search Window Return to Search Window Option

2 To return to the Open Quick Lookup search window and see the original search results after

closing a licensee record or records, make sure the Close upon selection check box in the lower

left corner of the window, is not selected.

3 Enter search criteria and clickSearch. Records matching your search criteria will appear in the

Results of Search pane.

5.2.1 Opening a Single License

1 Select the license to open and clickOK.The selected record opens and becomes the active

window.


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Selected Record Opens as Active Window

2 Your taskbar will now show two windows representing the active window and the Open Quick

Lookup search window.

Minimized Windows on Taskbar

From here, you can:

Easily switch between the Active and Open Quick Lookup windows by clicking the respective

window on the taskbar.

Close the Active window and return to the Open Quick Lookup search window, by clicking in

the upper right corner of the Active window.

The results of your original search will remain in the Results of Search pane of the Open Quick

Lookup window until a new search is initiated, until you clickClear, or until the window is

closed.

5.2.2 Opening an Additional License

1 From the active license window, click the Open Quick Lookup search window on the task bar.

2 The Open Quick Lookup search window will reveal your original search results.

Open Quick Lookup Search WindowActive Window


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Results of Search Pane

3 Select a second license from the Results of Search pane and clickOK. The second license will

open on top of the first license and become the active window.

Second License Opened


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From here, you can:

Easily switch between the Active and Open Quick Lookup windows by clicking the respective

window on the taskbar.

Minimize the Active window (in this case, License 2) and work with License 1.

Close the Active window (in this case License 2) and work with License 1.

Close both License 1 and License 2 by clicking in the upper right corner of the each of the

windows. You will return to the Open Quick Lookup window.

The results of your original search will remain in the Results of Search pane.

You can open another license from the original search results or you can initiate a new search.

5.2.3 Initiating a new search

1 On the Open Quick Lookup search window, clickClear. All search fields and search results

will be cleared.

Open Licensee Window Showing Cleared Fields

2 Enter new search criteria and clickSearch. The results of the new search will display in the

Results of Search pane.


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NOTE: The process for opening one or more licenses and returning to the search results will

continue as described above as long as the Close upon selection check box is not selected.

NOTE: When the Close upon selection check box is selected, the results of the original searchwill not be saved and you will return to the License 2000 desktop once a license record is closed.

5.3 File Menu

The File menu provides several options as shown below. Two options, Open and Merge, pertain to the

Quick Lookup module. The other three options, Close, Print Setup, and Exit, have the same

functionality as in all other modules of License 2000.

File Menu

Choosing File / Open or the Open icon opens a different licensees record. The licensee that

is currently displayed will be replaced by the new one selected.

Choosing File / Merge or the Merge icon merges the displayed licensees record withanother record. For example, if more than one record had been created for a licensee, all

information for that licensee can be merged into one authoritative record by using the Merge

function. Working from within the record that is to be retained (authoritative record), choose File

/ Merge. When the Open Quick Lookup window opens, enter search criteria for the name of the

licensee and, if any duplicate record is found, highlight that entry and then clickOK. The

duplicate records licenses are then merged to the person record of the first record opened.

5.4 Person/Facility Menu

The Person/Facility menu provides three options: Aliases, Edit, and Alerts/Holds. Each option is

described below.

Person/Facility Menu


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5.4.1 Aliases

Choosing Person / Facility / Aliases or the Aliases icon opens the Aliases and Changes window,

which displays aliases (name changes or pseudonyms) on record for a licensee.

Aliases and Changes Window

Adding aliases

1 To add an alias, clickNew.The Enter Alias window opens.

Enter Alias Window

2 Select the type of change in the Type field.

3 Enter the first, middle, and last names and enter the SSN (social security number) for the alias.

4 Leave the date current, or change the date as appropriate.

5 ClickOK.


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NOTE: This method does not make a change to the applicants name on the General tab

in the Checklist or Licensee modules. Instead, changes are only recorded on the Aliases

and Name Change window.

5.4.2 Edit

Choosing Person/Facility / Edit or the Edit icon opens the licensees record in the Licenseemodule. Once the licensees record is open, changes can be made.

NOTE: After changes are made in the Licensee module, you will not automatically

return to the Quick Lookup module.

Licensee Record

NOTE: For more information, refer to Chapter 4 Licensee Module.

5.4.3 Alerts/Holds

Choosing Person/Facility / Alerts/Holds or the View Alerts/Holds icon opens the Hold/Alerts

window for a licensee. Refer to Chapter 3 Checklist Module, Holds/Alerts for more information.


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Hold/Alert Window

5.5 Licenses Menu

The Licenses menu provides three options: Print, History, and Summary Report.

Licenses Menu

The Print option prints batch types such as wall certificates or wallet cards. The History option allows

users to view the print status information concerning renewal notices. The Summary Report option

prints a report of all items on the Quick Lookup window. Each option is described below.

5.5.1 Print

Choosing either Licenses/ Print or the Print icon opens the Print Forms Immediately window.


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Print Forms Immediately Window

Batch types (for example, wall certificates or wallet cards) that have been associated with batch categories

by the system administrator will be displayed in the Select Form to Print area of the window.

To print forms1 Highlight the document to be printed.

2 ClickPrint to print the document now or clickBatch to queue the document for later printing.

3 ClickPrint Setup to select a network printer in the Printer Setup window.

4 ClickTemplate Loc to view the location of the ini files that are necessary in order to print a

document. This is not necessarily the template location.

NOTE: Once Template Loc has been set up there should be no reason to change it unless

instructed to do so by a system administrator.

5 ClickClose to exit the print window.

5.5.2 History

Choosing Licenses/ History / Renewal Notices opens the History of Renewal Notices window.

History of Renewal Notices Window


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The information displayed includes the license number, brief descriptions of the renewal notices, print

dates, and batch and sequence numbers as applicable. ClickClose when you have completed reviewing

the print status information.

5.5.3 Summary Report

To print a report of all items on the Quick Lookup window, choose Licenses / Summary Report. The

report will print immediately. The printout of the report displays the License Type and Old Complaint

Number columns, as well as all the other information.

05 - Quick Lookup Module

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