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Title

Page 17

Description

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Transcript Text

The Search SMOs feature is used to locate a specific SMO. When the link is clicked, the SMO Search tab opens in the viewing window. All users can input search data such as the SMO name or other organizational attributes such as CAGE code, Unit Identification Code, or other agency codes. You may also enter Location data to filter results, but the data must always be accompanied by another SMO or organization attribute. Once all data is entered, click the Search button to initiate the process.

SMO Control Panel Features​

Search SMOs

SMO Visit Search Criteria
  • SMO Attributes — SMO Name
  • Organization Attributes — Select from the drop-down list or enter criteria in any field.
  • Location Attributes — Enter location criteria in any field.
    • NOTE: Location attributes must be accompanied by SMO attributes or Organization attributes.