1. CS3005 Beacon Module 2 Searching
People and Technology Creating a Safer, Cleaner Environment
5/2013
Welcome to the Clean Harbors Beacon Module 2 Training – Searching within Beacon.
This course is coded CS3005 and is a conducted as a one time module or refresher as needed

2. Searching Searching for a Customer To access the Search Screens:
From the main customer screen, click on the Advanced Search Icon at the top of your screen
This brings you to the Search Screens

3. Searching
BEACON has multiple searches that can be used. Each tab gives different search criteria
Understanding each individual search tab will help maximize the search results

4. Advanced Search
The Advanced Search tab is used to search for customers in the database. Enter as little or as much information as you want to narrow the search. Once the information is filled in, click on the Run search icon , or just hit ENTER. Some searches allow to look for both active and expired codes. Each specific search tab will be discussed in more detail.

5. Include Expired Companies
Some of the individual searches allow include expired companies in the search results. Select the check box to show all active and expired customers. If this box is unchecked only the active companies will be displayed.

6. % = Wild Card
Using a wildcard (%) in the middle of a word will help to avoid missing information in the search results
Wild Card is always included at the end of a word
Example: South Shore could be entered as South Shore, or Southshore
Enter south% shore

7. Customer & WIN ID
Customer: This search allows the Company as well as the Individual to be entered and go directly to the customer screen.
WIN ID: This search allows the WIN ID to be entered and go directly to the customer screen. If Exact Match is unchecked a partial WIN ID can be entered

8. Waste Oil & My Search
Waste Oil: This search will only return the accounts owned by Murphy’s Oil Division
My Search: This search is set up for account owners only. When this search is used it automatically assumes the Account Owner as one of the search criteria

9. CH Search & Individuals
CH Search: This search will return active customers only
Individuals: This search provides the WIN ID Code(s) associated with a contact   .

10. Expired Cos. & Epa ID
Expired Cos: This search will return only expired companies
Epa ID: This search allows an account to be displayed based on the EPA ID # (US accounts)
The wild card % can be used on these searches if Exact Match is unchecked

11. GENREG & SK
GENREG: This search allows an account to be displayed based on the GENREG # (Canada accounts)
SK: This search uses legacy SK account numbers to locate the corresponding account in Beacon

12. Broker & Incident
Broker: This search will return only brok/cust/gen or brok/gen accounts
Incident: This search allows for individual pipeline, call note or collections activities

13. Lost / Prospects
Lost/Prospects: This search displays company records that have been expired with a “LOST” customer cycle
This search can be used for prospecting potential customers

14. QUICK! Search
One of the simplest searches in Beacon is the QUICK! Search located on the top right menu bar
You can choose any of the available criteria to search with.