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Simulation Documentation

Simulation Name: Searching for an Organization
Simulation Mode: Let me try

Scenario: In this lesson you will practice how to search for an organization in EIS.

Screen Name: #1: My Events - Microsoft Internet Explorer

Step: Click SEARCH in the EIS Menu "Hot Area" SEARCH in the EIS Menu
User Prompt: You've already logged in to EIS. You now want to search for an organization
Screen Name: #2: Search - Microsoft Internet Explorer

Step: Select Organizations from the WHAT TO SEARCH drop-down drop-down list.
User Prompt: The default search setting is for People. You want to search for an Organization.
Screen Name: #3: Search - Microsoft Internet Explorer

Step 1: Select PROVIDER from the TYPE drop-down drop-down list.
Step 2: Select Name from the PROPERTY list box.
Step 3: Select CONTAINS from the CONDITION drop-down list.
Step 4: Type sweet in the VALUE field.
Step 5: Click ADD "Hot Area" ADD
User Prompt: We want to add a criterion to search for a provider who's name contains 'sweet'.
Screen Name: #4: Search - Microsoft Internet Explorer

Step: Click SEARCH "Hot Area" SEARCH
User Prompt: Perform the search.
Screen Name: #5: Search Results - Microsoft Internet Explorer

Step: Click CLOSE "Hot Area" CLOSE
User Prompt: View the Search Results page. You've decided that there are too many results, so you want to go back to the Search page to adjust your search criteria.
Screen Name: #6: Search - Microsoft Internet Explorer

Step: Click SEARCH CRITERIA "Hot Area" SEARCH CRITERIA
User Prompt: You want to remove the search criterion, so you must first select it.
Screen Name: #7: Search - Microsoft Internet Explorer

Step: Click REMOVE "Hot Area" REMOVE
User Prompt: Now you want to remove the criterion.
Screen Name: #8: Search - Microsoft Internet Explorer

Step 1: Select Name from the PROPERTY list box.
Step 2: Select CONTAINS from the CONDITION drop-down list.
Step 3: Type sweetser in the VALUE field.
Step 4: Click ADD "Hot Area" ADD
User Prompt: You want to now add a new criterion to search for a provider who's name contains 'sweetser'.
Screen Name: #9: Search - Microsoft Internet Explorer

Step: Click SEARCH "Hot Area" SEARCH
User Prompt: Perform the search.
Screen Name: #10: Search Results - Microsoft Internet Explorer

Step: Click underlined organization ID "Hot Area" underlined organization ID
User Prompt: You think that the first organization is the one you are interested in. View all its details.
Screen Name: #11: Microsoft Internet Explorer

Step: Click OK OK
User Prompt: Oops, you didn't notice that you do not have access to this organizaiton. Close this window.
Screen Name: #12: Search Results - Microsoft Internet Explorer

Step: Click SEARCH in the EIS Header "Hot Area" SEARCH in the EIS Header
User Prompt: You'd like to go back to the Search page now.
Screen Name: #13: Search - Microsoft Internet Explorer

Summary: You've now practiced how to search for an organization.