Client Search

The Client Search functionality is designed to search the client database by a variety of parameters. The most common use is to search by SSN or name to determine if a new client has a record in AJL or not. However, by combining several parameters on Client Search, different groups of clients can be identified. Client Search for adding a Client Record is discussed inStep 1: Client Search in the Add Client Overview section. This section covers all fields on Client Search.

Navigation

To navigate to Client Search, click Client Search in the main menu or use the main menu to go to Client > Client Search.

Conduct Client Search

1. Navigate to Client Search.
2. Enter search parameters in the Client Search page.

   1. Part ID: Enter the client's Participation ID. If Part ID is entered, AJL ignores all other parameters.
   2. SSN: Enter the client's SSN, or the last four digits of the SSN. If the full SSN is entered, AJL ignores all other parameters.
   3. Last Name: Enter the client's last name.
   4. First Name: Enter the client's first name.
   5. Partial Name Match? Select an option: Yes, return names similar to hose I have provided, or No, return names that match exactly as I have specified.
   6. Username: Enter the client's username.
   7. Email address: Enter the client's email address.
   8. Phone number: Enter the client's telephone number.
   9. Office: Select an office from the drop-down. The office is the client's registration office.
   10. Migrant/Seasonal Farmworker: Select Yes or No. Defaults to N/A,
   11. Veteran Type: Select an option from the drop-down: Both Veterans and Non-Veterans; Veteran; Post 9/11 Veteran; Campaign Veteran; Disabled Veteran; Special Disabled Veteran; Other Eligible; Covered Person.
   12. Type of Search: Select a type of search from the drop-down: Program Registrations or Programs Eligible for.
   13. Program Registrations: Returns all program registrations, regardless of status
   14. Programs Eligible For: Returns clients eligible for a program who have not yet been enrolled. The Eligible For search can be used for outreach.
   15. Programs: Select a program from the programs listed.
   16. Eligibility Determined Within: Select the number of days: 7, 14, 20, 60, 90, or 180.

3. Click Search after filling out the desired search parameters.
4. Columns on the Search Results page are sortable by column heading. Columns are Client Name (Last, First), Part (Participant) ID, SSN, Veteran Status, Birth Date, and City.
   1. Click a name in the Client Name column to go to that client's Case Details.
   2. To view another client in the results, use the main menu to navigate to Client Search, then click Results in Related Links.
   3. To search again, click the Client Search link in Related Links. The previous parameters are populated on the Client Search page. To execute a new search, remove or change these parameters.
5. The client search results remain available after navigating away. To view the results again, navigate back to Client Search and click Results in the Related Links.

Quick Start Guide

Click to view full-screen video in new tab: Searching for and Bookmarking Clients and Employers QSG