1. Go to the Dashboard.
2. Select the Search link; the Search for an establishment page will display.
3. In the Establishment search criteria section, enter search criteria in at least one of the fields (see also the Search tips section for guidance):

• Legal or operating name: partial matches are accepted
• Establishment ID: exact match only
• Banner: use the Select from list link or start typing the banner name into the field and matches will appear
• Address: partial matches are accepted
• City: partial matches are accepted
• Province: select an option from the drop-down list
• Postal code: partial postal code is accepted (e.g. enter the first 3 or 4 characters)
• Telephone: exact match only
• Trade sector: select a sector from the drop-down list (not needed when a trade subsector is selected)
• Trade subsector: select a subsector from the drop-down list
• Device serial number: only active devices are searched (to locate inactive devices, refer to subsection 5.6 Transfer devices of the manual)
• Device approval number: a device serial number (previous field) is required when an approval number is used as search criteria
• Device secondary serial number: only active devices are searched
• Device secondary approval number: a device secondary serial number (previous field) is required when an approval number is used as search criteria
• Certificate number: exact match only
• Work order / reference number: exact match only
• Device transfer notice number: exact match only

4. After entering your search criteria, if you want to search a closed establishment, use the radio button below the Status of establishment heading to change the default status from Open to Closed.
5. Select Search to proceed to the Search results page; otherwise, select Cancel to abandon the search and return to the dashboard.

• The search fields are not case-sensitive.
• Try not to be too restrictive with the search criteria or you may exclude the desired result.
• When the search does not return the desired result, try again using different search criteria, such as a partial postal code.
• Avoid using commonly abbreviated words as search criteria.
  • For example, the street name “St. Laurent” could be entered in several different ways, such as “St. Laurent”, “St-Laurent, “St Laurent” and “Saint Laurent”, so excluding the abbreviated part and entering “Laurent” only will improve the search results.
• Avoid using “Limited” and “Incorporated” as search criteria, as these terms are often abbreviated.
• Avoid entering the street type, such as “street”, “avenue” or “boulevard”, as these terms are often abbreviated.
• For words that include an accent, you may have to perform two separate searches, one using the spelling with the accent and one without the accent (e.g. for “Montréal”, search using “montreal” and again using “montréal”, or just use “montr”).
• Enter a partial postal code instead of the full postal code (e.g. “K1A0” instead of “K1A0C9”).
• Enter a partial street address (e.g. 151 or “Tunney”) and the city or a partial postal code in the appropriate fields.
• For small towns and rural areas, enter the town name in the City field rather than searching using the postal code.

When your search criteria return fewer than 100 matching results, the Search results page will display a list of the establishments that match the criteria you specified. The top of this page will show the criteria used for the search and the number of results found.

Use the options available on the page as follows:

• Select Request to merge establishments to access and view the Select to merge page.
  • Refer to Section 4: Establishments for more information.
• Select Add establishment profile to access and view the Add establishment profile page.
  • Refer to Section 4: Establishments for more information.
• Select Refine search to return to the Search for an establishment page and add additional search criteria in order to reduce the number of records located; the current criteria are retained.
• Select New search to return to the Search for an establishment page and start a new search.
• Enter data or text in the Filter items field to restrict the list to show only what you specify in the field.
  • Refer to Section 2: Features for more information.
• Use the sort arrows to change the order in which the search results are displayed in the following columns: ID, Legal name, Operating name, Address and Actions.
  • Refer to Section 2: Features for more information.
• Select an icon in the Actions column to perform the following tasks:
  • Select View establishment profile to review the establishment details.
  • Select Create work order to begin a work order.
    • Refer to Section 6: Work orders, worksheets and certificates for more information.
  • Select Request to close establishment to send a notification that an establishment is no longer in business.
    • Refer to Section 4: Establishments for more information.

• Select Cancel at the bottom of the page to return to the dashboard.