Create
a Saved Search
This document
describes how to create a Content Manager Saved Search. After performing an
Advanced Search (see How To: Record Searches with Multiple Criterion) you can
save your search to run again in the future without identifying all the
criterion again.
Once
you have finished performing your search:
1. Under
the Matsu Records Tab select the Save Search As icon 
2. A
dialog box will appear.
a. Name
– Title the Saved Search something that will help you identify what kind of
records you are looking for.
b. Description
– shows you what criterion was used to return your search results.
c. Icon
– Defaults to a magnifying glass. You can change this if you wish but it is not
necessary.
d. Owner
– Defaults to the user creating the Saved Search (your name).
i.
If you want to share this Saved Search with your department/division,
you will need to submit a Help Desk Ticket and we can change the Owner location
to your department/division for you.
e. Within
Search Group – Leave Blank.
f.
If you would like to automatically add this Saved Search to your
favorites, place a check mark within the box located in the lower left corner.
3. The
Access Controls tab located at the top of the dialog box allows you modify the
Security and access controls to determine who can:
a. Use
– Defaults to Unrestricted
b. Update
– Defaults to yourself (creator of Saved Search)
c. Modify
Access - Defaults to Unrestricted
d. Delete
- Defaults to Unrestricted
4. Once
all the fields are complete, hit OK.
5. You
have now successfully created a Saved Search that you can utilize when looking
for records that meet your entered search criterion.
For further information
or assistance, email the Records Division at Borough.Records.Division@matsugov.us
or submit a Help Desk Ticket using the CM Assistance selection.