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Step-by-step guide

 

    1. Create a new record or update existing
      A.  First check if person is already in database.
      - Select 'New' from top menu.
      - Perform initial search by entering what is known about the person.   All 5 fields need to be filled but only 'Last Name' and 'First Name' should be accurate; the other fields don't have to be remotely accurate.
      B.  Search Results
      I.  If there is a match then via the 'SIO ID' hyperlink proceed  to update data fields in the View/Edit page of the person selected.  ( No new record is created )
      II. If there is no match then select 'Proceed to Create a New Record' button at bottom right.  There are several instructions on this page.

    2. When creating a new record there are 4 fields which are required and are clearly marked in the View/Edit page

 

 

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