DSS Data Exchange Task Card 4 Finding, Viewing & Editing Existing Clients This task card takes users of the DSS Data Exchange web based portal through the process required to find an existing client record and understand the functions available to be undertaken once a client record has been found. Once a client has been added to an organisation within the DSS Data Exchange, the client record can be searched for and added to multiple across any programme activity your organisation is funded to deliver. “cases” If you are wanting to create a new client record, please to: Task Card 2 Adding a New Client. – Step 1 - Searching for an existing client From the DSS Data Exchange home screen click on the link titled in the menu. “Client” “Find” Find a client Once you click on this link the a client” screen will appear. This screen allows you to search for existing “Find clients and to navigate to other parts of the DSS Data Exchange web based portal. A Keyword search area – This area of the screen allows you to search for client records various keyword searches. A keyword search can be run using a client’s name”, name”, ID”, or the on”/”Created to” date or date “Given “Family “Client “Created range. Once you have entered your search criteria, select the button to execute the search. If you wish “Search” to clear the results, select the button. “Clear” Keyword searches can be based on a single search field, or multiple search fields. Only exact matches to the search criteria you enter will be displayed in the search results area. B Search results area – This part of the screen shows all records matching the search criteria you have entered, or if the search results are left blank it will default to show all client records in your organisation, with the most recently created client record at the top. Ten records are shown in this area as a default. You can adjust the number of records shown per page using the button to show 20 or 50 records if desired. You can move through your search results “Show” to show additional client records by using the paging function below the search results area. If you wish to view further details about a client you can select the blue arrow at the end of the client record. To select a client, click on the underlined client name. C Additional actions you can take area – This menu allows you to navigate to other parts of the DSS Data Exchange web based portal.
DSS Data Exchange Task Card 4 Finding, Viewing & Editing Existing Clients This task card takes users of the DSS Data Exchange web based portal through the process required to find an existing client record and understand the functions available to be undertaken once a client record has been found. Once a client has been added to an organisation within the DSS Data Exchange, the client record can be searched for and added to multiple “cases” across any programme activity your organisation is funded to deliver. If you are wanting to create a new client record, please to: Task Card 2 – Adding a New Client. Step 1 - Searching for an existing client From the DSS Data Exchange home screen click on the link titled “Client” in the “Find” menu. Find a client Once you click on this link the “Find a client” screen will appear. This screen allows you to search for existing clients and to navigate to other parts of the DSS Data Exchange web based portal. A – Keyword search area This area of the screen allows you to search for client records various keyword searches. A keyword search can be run using a client’s “Given name”, “Family name”, “Client ID”, or the “Created on”/”Created to” date or date range. Once you have entered your search criteria, select the “Search” button to execute the search. If you wish to clear the results, select the “Clear” button. Keyword searches can be based on a single search field, or multiple search fields. Only exact matches to the search criteria you enter will be displayed in the search results area. B – Search results area This part of the screen shows all records matching the search criteria you have entered, or if the search results are left blank it will default to show all client records in your organisation, with the most recently created client record at the top. Ten records are shown in this area as a default. You can adjust the number of records shown per page using the “Show” button to show 20 or 50 records if desired. You can move through your search results to show additional client records by using the paging function below the search results area. If you wish to view further details about a client you can select the blue arrow at the end of the client record. To select a client, click on the underlined client name. C – Additional actions you can take area This menu allows you to navigate to other parts of the DSS Data Exchange web based portal.