Download - Searching User Records
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Searching for Existing AccountsUsing SIRSIDynix Workflows Search Helper
![Page 2: Searching User Records](https://reader036.vdocuments.mx/reader036/viewer/2022070509/58a0535d1a28ab5c1c8b4917/html5/thumbnails/2.jpg)
Do we have to search every time we register a customer?
YES
![Page 3: Searching User Records](https://reader036.vdocuments.mx/reader036/viewer/2022070509/58a0535d1a28ab5c1c8b4917/html5/thumbnails/3.jpg)
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Expand the Users Wizard group, click the “Display User” wizard.
![Page 5: Searching User Records](https://reader036.vdocuments.mx/reader036/viewer/2022070509/58a0535d1a28ab5c1c8b4917/html5/thumbnails/5.jpg)
![Page 6: Searching User Records](https://reader036.vdocuments.mx/reader036/viewer/2022070509/58a0535d1a28ab5c1c8b4917/html5/thumbnails/6.jpg)
Keyword Search
The keyword search option allows you to search for a user by various fields in the user record such as name, email, street, and so on. The keyword search also allows you to perform a search for a user using multiple search options with the Boolean operators OR and AND.
![Page 7: Searching User Records](https://reader036.vdocuments.mx/reader036/viewer/2022070509/58a0535d1a28ab5c1c8b4917/html5/thumbnails/7.jpg)
Browse Search
• Browse search is only available for user’s names. If you select the Browse option, Name will appear shaded in the Index list.
![Page 8: Searching User Records](https://reader036.vdocuments.mx/reader036/viewer/2022070509/58a0535d1a28ab5c1c8b4917/html5/thumbnails/8.jpg)
Searching for Children
• Browse Search by NameLASTNAME FIRSTNAME
• Search by birthday and look for namemm/dd/yyyy
![Page 9: Searching User Records](https://reader036.vdocuments.mx/reader036/viewer/2022070509/58a0535d1a28ab5c1c8b4917/html5/thumbnails/9.jpg)
Searching For Adults
• Browse Search by NameLASTNAME FIRSTNAME
• Search by ALT IDChange the search index to ALT ID
Search Using X, T, AND I before the ID Number
![Page 10: Searching User Records](https://reader036.vdocuments.mx/reader036/viewer/2022070509/58a0535d1a28ab5c1c8b4917/html5/thumbnails/10.jpg)
What do I Do if I find an existing account?
• Inform the customer of an existing account
• Offer to update account with current information and remind customer that replacement cards are free
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If the customer disputes validity of account request a signature
– Inform the customer we can request a signature check
– Advise the customer you will need to make a copy of his/her ID, and the (s)he will need to sign it
– Keep original application to contact the customer with the results
![Page 12: Searching User Records](https://reader036.vdocuments.mx/reader036/viewer/2022070509/58a0535d1a28ab5c1c8b4917/html5/thumbnails/12.jpg)
Request Signature Check
• Call Circulation Administration to request a signature check (832)393-2222 option 3
• Send Signed copy of ID to CIRC ADMINFax 832-393-1575 orEMAIL [email protected]