For most system functions performed by the State, the user must search for and select an SFA using the Search function before beginning any task. When the Search screen displays, you can search for the SFA using all or part of the SFA ID, Name, or any other combination of parameters provided on this screen.
Note: If you are a user that is associated with only one SFA, you will be unable to access the Search screen. The system will always default to the SFA data.
To search for an SFA
1. On the menu bar, select Search. [If the Search screen is already displayed, begin at Step 2.] The Search screen displays.
2. Enter search parameters.
3. Select Search.
4. Select the SFA you wish to access.
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TIP: The SFA List displays based upon the search criteria entered. If no selections were made, the list displays all available SFAs with the designated status (default is “Active”). To display all SFAs, leave all search parameters blank and select Search. |
Note: Only users managing/supporting multiple SFAs will have access to the Search screen. Users will only see SFAs associated with their user account.
The search parameters follow a specific set of rules. These are described in the following table.
NOTE:
· If the type of search is identified as “includes”, the system will search for any SFA that includes the parameter in any portion of the selected field. For example, if the user entered “386” in the SFA ID parameter, the system will retrieve SFAs with SFA IDs of “00386” and “01386”.
· If the type of search is “exact match”, the system will search only for any SFA that exactly matches the parameter. For example, if the user selected “Collin” in the County parameter, the system will retrieve all SFAs associated with the county of Collin.
Note: Parameters on the Search screen vary by State.
Parameter |
Type of Search |
Search Features |
Agreement Number (SFA ID, etc.) |
“includes” |
§ If in combination with the SFA Name, the Agreement Number takes precedence § If in combination with any other parameter, all parameters are used to perform the search |
SFA Name |
“includes” |
§ If in combination with the Agreement Number, the Agreement Number takes precedence; this parameter is ignored § If in combination with any other parameter, all parameters are used to perform the search |
Headquarter Number Vendor Number FEIN |
“includes” |
§ If in combination with the Agreement Number, the search is performed using both the Agreement Number and this parameter § If in combination with any other parameter, all parameters are used to perform the search |
County Packet Status Field Service Rep Packet Assigned To Region Program Status |
“exact match” |
§ If in combination with the Agreement Number, the search is performed using both the Agreement Number and this parameter § If in combination with any other parameter, all parameters are used to perform the search |
Status |
“exact match” |
§ Required; defaults to “Active” § If in combination with any other parameter, all parameters are used to perform the search |
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