PANDAS Manual

Creating Indexing Agent Records

• Indexer agency records cannot be created during title registration. They must first be created from the Create a new indexing agent screen.

1. Search to make sure there is no existing indexing agency record.
2. If no record is found, select Create - Indexer.
3. Create a new indexing agent screen will be displayed.

4. Enter the name of the agency and address details if known.
5. Tick the Notify box and the Indexer contact will be emailed by the system when a Title Entry Page is made public.
6. There should be at least one contact person for each index agency. Click on Contacts Add and enter details of the main contact person.
7. If any other information needs to be recorded about the index agency, click on the Notes tab and enter details in the text box.
8. Click Save to complete the record.

Editing Index Agency Records

• Note that changing an index agency name will affect all existing title records associated with that agency.

1. Search for the index agency record.
2. Click on the indexer name link and the View Indexing Agency screen will be displayed.
3. Click on the Edit link at the top of the page and the Edit Indexer screen will be displayed.

4. Change the information as required.
5. Click Save to complete the record

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Last updated 9 July 2002