Viewing eDossiers

The method you use to view a user's eDossier depends on whether or not they are on your rolodex.

To view an eDossier for a user that is on your rolodex:

1 Click the rolodexes tab on the left hand side of the screen.

2 Click the appropriate tab in your Rolodex.

3 In the Rolodex, click the user's name. Their eDossier appears.

If the user does not appear in your Rolodex (i.e., they are not in your program), you can still view their eDossier.

To view an eDossier for a user who is not in your program:

1 Type one or more letters of the user's last name in the "Find a Person" box in the top right hand corner of your screen. Click enter.

An individual may be listed under a slightly different spelling. This is why you only type the first few letters of their last name in the People Picker.

2 You are able to enter more criteria (ie first name or role) and search again, or if the name of the resident is listed, you just click on his/her name.

 

5 Click the Confirm button. The user's eDossier appears.



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