User's Manual

Chapter 5: Managing B.A.S.I.S.® G Cardholders
5 – 10
Notes
Searching for cardholders
The search facility of B.A.S.I.S. is extensive and is an impor-
tant function that can be used for many reasons. It’s impor-
tant to understand how to search if you’re:
■ modifying a cardholder
■ deleting a cardholder
■ checking the status of a cardholder
■ inquiring on a cardholder’s address, phone number, etc.
Search offers an efficient way to find a cardholder or a group
of cardholder records using any known piece of the card-
holder’s data.
To search for a cardholder or a group of cardholders
1 From System Administration, click Administration >
Cardholders.
2 Click Search.
The Cardholder fields are cleared
The cardholder data fields are all cleared to enable you to
search for any cardholder record, even if you know as little as
one piece of cardholder data. Cardholders can be searched
for using one, two or more fields. This enables you to narrow
down the list of cardholder records. Once a cardholder or a
groups of cardholder records are displayed, you can page
through the records one by one.
Tip This is another reason for using the B.A.S.I.S. List Builder fea-
ture. Searching for List Builder items (title, department, divi-
sion, etc) enables the search facility to find all cardholders
with like data because the data for those fields were entered
using consistent terminology. For more information on using
the List Builder feature, see
page 5-3.
3 Select the tab that you want to search from. You can
search from any one of the following tabs. Each tab has its
own unique search features:
■ cardholder
■ badge
■ access levels
■ biometrics