The Entity Person Lookup window is used to search for an entity or group of entities. For example, use this lookup to search for all entities that have a particular record type, all entities that have a particular preferred class year or all entities that have a particular record status.
Note: the Entity (Person) Lookup does not allow you to search for Organization entities. To lookup Organization entities, use the Entity (Organization) Lookup.
How Do I Perform a Template Lookup?
How Do I Perform an Advanced Lookup?
Note: If you are performing a template lookup, some of the fields described below may not appear on the form.
Data Fields:
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Record Type |
The record type (alumnus, parent, etc.) of the entity that you wish to look up. Values in this drop-down list are validated against the tms_record_type table (AC). |
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Record Status |
The record status of the entity that you wish to look up. Values in this drop-down list are validated against the tms_record_status table (AB). |
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Pref School |
The preferred school of the entity that you wish to look up. Values in this drop-down list are validated against the tms_alloc_school table (J2). |
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Pref Addr Type |
The preferred address type of the entity that you wish to look up. Values in this drop-down list are validated against the tms_address_type table (AH). |
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Source Code |
The code that describes the source of information for the entity you wish to look up. Values in this drop-down list are validated against the tms_entity_source table (T0). |
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Institutional Suffix |
The institutional suffix for the entity that you wish to look up. |
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Comment |
Comment on this entity record that you wish to look up. |
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Operator |
The name of the operator that last modified the row that you wish to look up. |
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User Group |
The name of the user group that last modified the row that you wish to look up. |
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Status Change Date |
The date that the status of the entity record that you wish to look up last changed. |
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Gender |
The gender of the entity that you wish to look up. Values display from the tms_gender table. |
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Deleted |
The delete indicator allows you to specify whether you wish to include "deleted" records in the search. Hard-coded values include Deleted, Not Deleted, ALL. |
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Deleted Mod Date |
The date that you wish to search for records that were deleted. |
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Name Change Date |
The date that you wish to search for records that had a name changed. |
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Pref Class Year |
The preferred class year for the entity that you wish to look up. |
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Directories Nbr |
The number of directories that the entity you wish to look up appeared. |
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Date Added |
The date that the row that you wish to look up was added. |
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Date Modified |
The date that the row that you wish to look up was last modified. |
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Year End Tax Receipt |
Indicates whether you wish to include Year End Tax Receipts in your search. Values include All, None, Yes and No. This field only appears when system option 148 is enabled. |