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Searches

To access previously saved searches, navigate to the “Searches” section within the General tab.

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A Search allows users to save a previously used search i.e. a search that is frequently used for a given user, to save selecting the same filters from scratch rather they can just select the saved search.

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Criteria

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The criteria button shows more details of the specific criteria of the saved search in a pop-up box.

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Order

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The “Order” button allows for specific search criteria to be custom ordered within the grid, therefore more frequent searches can be ranked higher than less frequent searches.

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Type

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The search can be specified as one of three types, each with different behaviour.

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Type

Description

Default

The default search when using saved searches.

System

Available to all Users

User

Specific to the current User

Rename

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The Rename Search button allows the currently selected search to be renamed. A pop-up box appears where the new name can be entered.

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Delete

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This action will delete the current selected row from the system. A confirmation box will appear before committing the action.

All Users

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The “All Users” button will toggle searches for the currently logged in user or all Users.

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