How to Search For an individual participant:
| 1. | First, make sure your individual will be included in your filter (if you have one loaded). |
| 2. | To the right of where it says ''Search For'' on the middle left side of the management system, make sure 'Participants' is selected from the drop-down list. |
| 3. | Enter the individual's name in the ''Search For'' box and click 'Search'. You may enter First Name Last Name or Last Name, First Name. The system will even locate partial entries or fragments of names (ie: you can enter "Ander" if you are not sure if the participant's last name is spelled "Andersen" or "Anderson." |
| 4. | Results matching your criteria will be displayed below. |
| 5. | Click on the appropriate name to load information for that individual in the Data Center. |
How to Search For an account holder:
| 1. | First, make sure your account will be included in your filter (if you have one loaded). |
| 2. | To the right of where it says ''Search For'' on the middle left side of the management system, make sure "Accounts" is selected from the drop-down list. |
| 3. | Enter the individual's name in the ''Search For'' box and click 'Search'. You may enter First Name Last Name or Last Name, First Name. The system will even locate partial entries or fragments of names (ie: you can enter "Ander" if you are not sure if the account holder's last name is spelled "Andersen" or "Anderson." |
| 4. | Results matching your criteria will be displayed below. |
| 5. | Click on the appropriate name to load information for that account in the Data Center. |