Search for a Community Record in the Staff Client

To find existing community records in the Polaris staff client:

Tip:
 For more information, see Finding Polaris Records.

  1. Select Cataloging > Community records.

The Find Tool appears with Community Records selected in the Object box.

Note:
You can search and limit by the following criteria in the Find Tool: Address and contact person, All keyword fields, Control number, Display in PAC - Yes/No (Limit by only), Event expiration date, Event name, Event start date, Language, Notes, Organization name, Postal code, Record owner, Record status, Services available, Subject, and Type of organization.

  1. Select the access point in the Search by box.
  2. Select the search type in the Type box.
  3. To sort the search results, select an option in the Sort by box.

Note:
You can sort Community Records in the Find Tool results list by the following options: Control Number, Event Date (Earliest first), Event Date (latest first), Event Expiration Date, Event Name, Organization Name, Postal Code, Relevance, or Type of Organization.

  1. To filter the results list, select an option in the Limit by box, and select or type a value in the Value box.
  2. Type a search term in the For box, and click Search.

The community or event records appear in the results list.

  1. Double-click the record to open it in the Community Record workform.