Quick Reference

Basic Person Search Procedure

Updated: 1/2008 d

The Person Search is the action preformed prior to any new record being added to the system. You can search by Person ID if you have it or by a person’s details.

*Tip: You can search by using partial words. If you do not have the person’s Person ID, type in their Last Name, First Nameand date of birth (DOB). These three parameters are normally the easiest and most commonly used fields to search under; however,you can search by any combination of different fields available for Person Search.

Go to Person ID: / If you already have the person’s Person ID you can enter it here and click Viewor press ENTER. This will take you directly to the Edit Person Details page. The Person ID is the unique Shelter Buddy Internal Tracking Number. It is generated automatically when the person record is created and cannot be duplicated.
Go to Agency: / Agency refers to a local county office that the shelter is financially contracted with. The Go to Agency link allows you to access an Agencies record on the system. Animals can be transferred to or from an agency. Click on the down arrow to select the correct Agency from the list and then click View. This will take you directly to the Edit Person Details page for that particular Agency.
Go to Shelter/Rescue: / Rescue refers to a local breed specific rescue organization, etc. that the shelter does not have a financial contract with. Shelter refers to an external shelter, separate organization, which the shelter does not have a financial contract with. Animals can be transferred to or from an external shelter or rescue. The Go to Shelter/Rescuelink allows you to access an organizations record on the system. Click on the down arrow to select the correct facilities name from the list and then click View. This will take you directly to the Edit Person Details page for that particular Agency.
Partial Search: / A check mark will default. Remove the check mark if the information entered is exact.
Last Name: / Enter the person’s last name/surname.
First Name: / Enter the person’s first/birth name.
DOB: / Click on the Calendar Icon to select the person’s date of birth. (select in the order of year, month, then day)
Address
Street Number: / Enter the street number.
Direction 1: / If applicable, click on the down arrow to select the direction (NE, SW, etc.) if it comes before the street name.
Street Name / Enter the name of the street.
Street Type: / Click on the down arrow to select the street type. EX: Road, Avenue, etc.
Direction 2: / If applicable, click on the down arrow to select the direction (NE, SW, etc.) if it comes after the street.
Apartment Number: / If applicable, enter the apartment number.
State: / This will default and drives the City list. If the state initials are incorrect, click on the down arrows to select the correct state initials.
City: / Type the first one to four letters of the city name then press TAB or click on FINDCITY. This will display a pop up menu that will display ALL cities beginning with and containing those one to four letters in the order typed. (*Note: Some cities will show multiple times. Select the one that displays the appropriate state and zip code to the right.) Click on the appropriate city to select it.
Zip Code: / This will default once you have selected the city. If this zip code is incorrect, go back to the City: field, search and select the correct city that displays the correct zip code.
Old Database Record Number: / If this record was transferred from an old shelter system, enter the number here.
Company: / Enter and search by a company name, if available.
Search / Click Search.