Finding Records

This page contains instructions for the following:

How to Search Using Lookup

1. Click on the Records icon to open the “Lookup” page. You can also hover over the Records icon and click “Search Database.”

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2. In the search bar, enter the name, Slate ID, or PID of the applicant. If you do not know the exact name or ID of the person you’re looking for, a query may be a better way to search for applicants.

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3. From the results, click on the applicant to view their record.

4. You will be brought to a page that looks like this. For more information on how to navigate the applicant record, read the next guide in this section: Navigating Records.

How to Pin a Record

1. After you have viewed a record, it will be listed as “recent” when you hover over the Records icon. You can click on the names in this list to go back to those records again.

2. Click on the thumbtack next to a name to “pin” that record to this list. To unpin, click the thumbtack again.