To retrieve a Draft Audit Report or Draft Audit Report Response for a specific candidate in OnBase you will be required to either (1) enter that candidate’s candidate ID in a Candidate ID field, or (2) enter the first three letters of that candidate’s last name immediately followed by the “*” symbol in a Candidate Name field. Please be aware that this is a general concept used throughout OnBase.


A. Finding Candidate ID’s in CFIS

The CFIS Candidate Name List Report can be printed If you wish to use Candidate ID’s to retrieve OnBase documents for specific candidates. It is recommended that you print a copy of this report and keep it close to your computer when you are using OnBase.


1. Open the CFIS login screen


2. Enter your user name and password and then click the “Proceed” button. Contact Marc Bratman or Diana Lundy if you do not know or have a CFIS user ID and password.


3. From the CFIS menu, select Report > Cand/Comm > Candidate Name. You should now see an unrun  CFIS Candidate Name List Report for the 2009 Election Cycle. CFIS is set to the 2009 Election Cycle by default. 


4. Click the “Run” button. You should now see a run CFIS Candidate Name List Report.


5. From the CFIS Menu, select File > Print. You should now see a Print Option popup window.


6. Click the “OK” button from the Print Options popup window. Your CFIS Candidate Name List Report should print.


B. Using Candidate Last Name

In an OnBase custom query screen, enter the first three letters of the candidate’s last name immediately followed by the “*” symbol in the Candidate Name field. Please note that you must enter the first three letters of the exact spelling of the candidate’s last name immediately followed by *. Please be aware that documents for all candidates that have the same first three letters in their last name will appear in your search.


For example, if you are looking for the Draft Audit Report for Michael Cohen, enter COH* in the Candidate Name field of the custom query.


Your search results will display Draft Audit Reports for both Michael Cohen and Albert Cohen.


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