Introduction
This guide will assist you in efficiently locating individuals in Enrole using Informer 4, regardless of your technical expertise. You can search for specific individuals based on various details and access relevant information.
Prerequisites
Before using Informer 4, ensure you have an active Informer 4 Account.
Step-by-Step Directions
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Directions |
Screenshot/GIF/Video |
| 1 |
Go to the Informer 4 Login Page at https://www.enrole.com:9001/tulsatech/?locale=en_US#action=Home |
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| 2 |
Log In
- Enter your Username and Password
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| 3 |
Click on Login |
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| 4 |
Type Person Lookup |
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| 5 |
Click on Launch
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| 6 |
Utilize a combination of fields to search for the Person Record
USEFUL INFORMATION:
To find a person, you'll need to provide some details. Use the following fields:
- Enrole ID: Enter the ID you're looking for.
- First Name: Type in the person's first name, or just a part of it.
- Last Name: Do the same for the last name.
- Email: Enter part of the email address.
- Address: Put in a piece of the address.
- City: Use a part of the city name.
- State: Enter a part of the state name.
- Birth Date: Input the person's birth date.
- Colleague ID: Enter the Colleague ID.
- Email: If you know the email, type it here.
- Phone: Use a part of the phone number.
- Company Name: Enter part of the company name.
- Company Administrator: Put in a part of the company administrator's name.
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| 7 |
Generate a Person Record Report
- Click on "Launch Report." After a moment, you'll see a list of individuals matching your criteria
Column Information: Each person's information is displayed in columns, including Enrole ID, Colleague ID, Last Name, First Name, Middle Initial, Birth Date, Email, Address, Address2, Address3, City, State, Zip/P.C., Eve Phone, Mobile Phone, Phone, Integrated to Colleague, and Enrole Username
USEFUL INFORMATION:
Please note that the report displays a wide range of information in various columns. While all the fields are shown, not all of them may be relevant to your specific goal of finding a person record.
WARNING:
Once you've located the correct person record, be sure to copy and paste the Enrole ID to avoid errors and prevent duplicate records.
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