To search for a client, click the icon located in the top-right corner of the navigation bar. Enter the full NRIC / FIN of the client, and press 'enter' to perform the search.
Global Search
Once you perform the search, you’ll be able to quickly identify if there is a pending or active case with any other services.
Global Search - Results
While this is a shared system, there are safeguards in place to prevent misuse and ensure proper access.
Scenario 1: Client has a pending/active case within your service but is not assigned to you
Expected Behaviour: The system will prompt you to confirm if you need access to the client’s profile. Once you check the confirmation box and selected the reason for access, the access request will be logged in the timeline and audited for security purposes.
Checking the box and selecting the reason grants you temporary access to the client’s profile for 6 hours, after which you will need to declare again.
Declaration prompt
Scenario 2: Client has no pending/active cases within your service
Expected Behaviour: You will be required to create a case before gaining access to the client profile.
icon located in the top-right corner of the navigation bar. Enter the full NRIC / FIN of the client, and press 'enter' to perform the search.
