Overview: This article is intended to provide a series of steps on how to use the Lookup feature to locate a Resident Profile or Volunteer Profile within Gate Access.
Type of System Access: The type of system Access (permissions) needed to follow this article is Facility, Regional, or Zone.
Resident Search
Step 1 From My Ministry landing page, click on the Lookup Icon. This is in the top right of your screen, to the left of your user image icon.
Note: Although the image displays the Navigation Panel for a Facility Contact, the Lookup Icon will be in the same location for every authorized user.
Step 2 From the Lookup landing page, you will see two tabs, Resident Tab and Volunteer Tab. Select the Resident tab and here you will see two cards, Search Criteria, and Residents.
Step 3 From the Search Criteria card, enter the resident name or Identification number in the Name or ID field (First and/or Last Name, or Identification Number). This is a required field.
- Additionally, you can search by Date of Birth or Gender of the resident to further filter the results. Once all criteria have been entered, click on the Search button.
- Results will display on the Residents card.
Step 4 Select the resident by clicking on their Row or Chevron at the end of the row.
Step 5 If the results do not contain what you are looking for, click on the Reset button and return to Step 3.
Step 6 The Inmate Profile (Resident) will display relevant information. This will include Personal Info, Status, Facility Contacts, and Resident Contacts.
Volunteer Search
Step 1 From the Global Header, click on the Lookup Icon.
Note: Although the image displays the Navigation Panel for a Facility Contact, the Lookup Icon will be in the same location for every authorized user.
Step 2 Click on the Volunteer Tab.
Step 3 From the Search Criteria card, enter the Volunteer’s Name or Email. This is a required field.
- You can search by Congregation, Language, and/or Gender to further filter volunteer results. Once criteria have been entered, click on the Search button.
Step 4 Select the Volunteer Profile by clicking on the row or the Chevron at the end of the row.
Step 5 If the results do not contain what you are looking for, click on the Reset button and return to Step 3.
Step 6 The Volunteer Profile will show relevant information for the selected volunteer including the following cards: Personal Info, Spiritual Info, Language Fluency, Contact Info, Access Summary, Profile Photo, Facilities.
Note: To view details on the Facility of a Volunteer, click the Chevron to the right of the Facility and a Facility Details drawer will open to the right.
Last Updated: 03/06/2024