Search an Agent Record

Workflow

1. Choose Agents > Search menus on the side.

2. Enter at least one of the following options into the relevant search box: Name, Abbreviation, Institution Status, and set the Order By field as required.

3. Click the SEARCH button

4. After clicking the SEARCH button, it will return a list of agents that meet your searched criteria. To filter the list of agents, in the Filter box above the list of agents, start typing a keyword.

5. When you see the record of the agent that you are looking for, click the agent's abbreviation, highlighted in blue in the left column under the Abbrev Name heading. This will load the agent’s edit details page.

SUCCESS:

Clicking the Agent record will load the Agent Details page where you can view or edit the information as necessary and as required.