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Simulation Documentation

Simulation Name: Searching for an Organization
Simulation Mode: Teach me

Scenario: In this lesson you will be taught 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. To search for an organization, click SEARCH in the EIS Menu.
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. It must be changed to Organizations. To do this, select "Organizations" from the WHAT TO SEARCH drop-down.
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 search for a provider who's name contains 'sweet'. To add this search criteria, select "PROVIDER" from the TYPE drop-down, then select "Name" from PROPERTY, then select "CONTAINS" from CONDITION, then type "sweet" (without quotations) into VALUE. Lastly, click the ADD button.
Screen Name: #4: Search - Microsoft Internet Explorer

Step: Click SEARCH "Hot Area" SEARCH
User Prompt: To perform the search click the SEARCH button.
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. To do this, click the CLOSE button.
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 click on the criterion in SEARCH CRITERIA to select it.
Screen Name: #7: Search - Microsoft Internet Explorer

Step: Click REMOVE "Hot Area" REMOVE
User Prompt: Now you want to remove it, so click the REMOVE button.
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'. To do this, select "Name" from PROPERTY, then select "CONTAINS" from CONDITION, and then type "sweetser" (without quotations) into VALUE. Then lastly, click the ADD button.
Screen Name: #9: Search - Microsoft Internet Explorer

Step: Click SEARCH "Hot Area" SEARCH
User Prompt: To perform the search, click the SEARCH button.
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. To view it click the underlined organization ID.
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. Click the OK button to 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. To do this, click SEARCH in the EIS Header.
Screen Name: #13: Search - Microsoft Internet Explorer

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