Page History

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Searching for people within your organisation

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Selecting output fields

You can display up to 20 columns of information. Make a selection from the Available Fields list by clicking the Add button. Fields in the Chosen Fields list may be removed by clicking the Remove button, and can also be re-ordered by clicking the Move Up or Move Down buttons.

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Displaying the list

Click the Display List button to search on the selected criteria, or to refresh the list at any time.
If any records have recently been transferred to your organisation, all fields except for the person name will be masked with an asterisk (*). These records cannot be viewed or edited for a period of 5 days after the transfer.

Notes:

• Long lists are broken up into pages - in this case each page of data can be accessed by clicking the page numbers which display at the bottom of the list.
• Sort any column by clicking the column heading.
• Records can be grouped by dragging the column heading to the top of the list. Ungroup by dragging the heading off the top of the list.
• 'In place' filtering of records can also be carried out by typing into the Filter List box at the top of the list, then pressing the _ Enter_ key. Clear the Filter List box and press Enter again to redisplay all records.

Downloading the list

To download the displayed data, click the Download data link which is located at the bottom of the list. You will be prompted to save the file on your local hard drive. The data is extracted as a tab separated values (TSV) file - that is, each data row is on a new line, and data fields are separated by tab characters. This type of file can be directly opened in most spreadsheet programs such as Microsoft Excel for further manipulation, or in any text editor.

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Editing/deleting/emailing

Depending on a number of factors including the User Roles that have been assigned to your login, you may be able to access these features.

Editing a record

• Select a record by clicking it
• To edit, either double click the record, or right click and select Edit Record
• The record will open for editing, you can also control whether it opens in a new window, and the active Edit tab by selecting the relevant options just above the list.

Deleting a record

• Select a record by clicking it
• Right click and select Delete Record
• Note - that it is not possible to delete a record if certain information has already been entered for it, e.g. a player cannot be deleted if he/she has played in matches. The system will prevent deletion in these cases.

Emailing

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There are three ways to find a person record :

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title Using Person List (within ResultsVault Admin)
On the Person List/Search screen, use the available filtering criteria to search for a particular person record, or a selection of records matching your preferred filter.   Image Added   Role Select a role. The list of sub roles will automatically be populated. ANY ROLE means selection of person records that currently have at least one role assigned. NO ROLE means selection of person records that currently have no role assigned (for example, these might be past players). If NO ROLE is selected, you can optionally select from the Last Sub Role the person held with your organisation. Sub Role Choose ANY Sub Role to include records with any sub role within the selected role (i.e. this will include ALL the sub roles). Choose Select Sub Roles, then select one or more sub roles to specify which sub roles to search on. Example: To choose SENIOR PLAYERS, select PLAYER in the Role dropdown, Choose Select Sub Roles and select SENIOR.   Select the Advanced Search Criteria link to enable more detailed filtering, as shown below.  Image Added   Person Name or ID Enter part of the person name to search/filter for. This may be left blank to match all names, and be any number of characters. The search will match both first and last names. Make a selection in the dropdown relating to whether the name starts with, ends with or contains the search text. Image Added Date of birth range* DOB before a given date - leave From DOB blank, and enter the To DOB. Records with no DOB entered will not be returned. DOB after a given date - leave end To DOB blank, and enter the From DOB. Records with no DOB entered will not be returned. DOB between dates - enter both From DOB and To DOB. All DOB - leave end and start as blank. In this case, records that have no DOB will also be returned as well as those with a DOB entered. Gender* Select one or a combination of Male/Female/Undisclosed. If nothing is selected, gender is ignored, and records will be returned that have a M,F or no gender entered. Registration Select the Registration Period and/or the Registration Type as further filter options. This option only displays on certain screens, and further filters the list to registered players of a selected association. Organisation You can search for records within the current organisation only by selecting the Include records within the current organisation. Alternatively, you can search for records within another (selected) organisation by selecting the organisation from the dropdown list. If you choose this option, you can further select whether to include child organisation records of this selected organisation. Use the Display Output Fields to customise the fields that will display for your search: Image Added

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title Using Add new person screen
On the Add new person screen, you can search for a person by Name or ID, or additionally by Year of Birth and State.   Search by either:   Name Select the Name radio button and enter the first, middle and/or last name of the person, and then click Search. Enter as much information as you are able to, in order to narrow the search. ID If you know the person's ID, select the ID radio button and click Search. Image Added   Select the Show Extra Filtering checkbox to further allow searching based on Date of Birth and State: Image Added   Year of Birth Enter the Year of Birth for the person you are searching for. State Select from the Dropdown list to select a State, or leave the option as ALL to search in all States. To find out how to create a new person, click here.