If you are an examiner or administrator, you can search for the examinees whom you added or for whom you are a shared user with viewing permission. If you are an account holder, you can search for any examinee in the system.
Note: If you know the folder to which the examinee has been assigned, you can browse for the examinee using your Caseload Folders or Shared Caseload Folders on your dashboard. Otherwise, use the procedure below.
1. At the top of the dashboard, hover over Administration, then Examinees and click Search/Edit. The Search Examinee page opens.
2. Enter your search criteria.
– In the Examinee ID field, type all or part of the examinee's identification number.
– In the Date of Birth field, use the calendar to enter the examinee's date of birth. The date of birth must appear in MM/DD/YYYY format.
– (Account holders and administrators only) In the Examiner field, type all or part of the name of the examinee's examiner.
– In the Caseload Name field, type all or part of the name of the caseload folder where the examinee resides.
– (WMLS III only) In the Building Level Association field (not shown here), type the name of the building to which your examinee has been assigned.
– To search for deleted examinees only, select the Search Deleted Examinees check box.
The search results are listed.
3. To view or save results:
– Click Search to list the search results on the screen.
– Click Export to save a report of the results to My Saved Reports on the lower right of the dashboard.
4. Use the list to open an examinee or perform other functions.
Note: Examiner and Caseload Name (and, for WMLS III, Building Name) do not appear as columns in the results, even if you used them in your search query.
5. If necessary, locate the examinee by scrolling down the list.
6. Click the examinee's name to open the Examinee Information page or click one of the available actions for that examinee.
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