KB ID # 228 - How do I manage Saved Searches?

Answer / Solution

How to Manage Saved Searches

Summary

In this guide, you will learn how to manage Saved Searches in the InfraWare Management Console (IMC) and the Secure Web Portal.

Overview

Saved Searches are a powerful feature of the Queue tab of the InfraWare Management Console (IMC) and the Reports tab of the Secure Web Portal. They are also used in the Secure Web Portal. Users can create as many Saved Searches as needed to quickly display jobs meeting certain criteria. Saved Searches are unique to each InfraWare user. In addition to identifying which jobs are displayed, a Saved Search includes which columns are included in the list of jobs page and the order in which the displayed jobs are sorted.

Requirements

A valid InfraWare login ID and password (Administrator role to manage the searches of others)

Tasks

Log in to the IMC at www.InfraWare.com/IMC
Click the Queue tab, and select the Saved Searches sub-tab
Near the top of the page, see the Load Existing Search heading
Under this heading, you are able to select from a number of options
One of the options is [Default] which exists for each user. This is the criteria which is applied upon initial loading of the Queue before other criteria is specific by the user.
You can modify this Saved Search to accommodate each user’s preferences.

Note: To keep the Queue operating quickly and displaying only relevant information, the Queue is already filtered by the Date Range criteria before Saved Searches are evaluated. The default date range is 30 days. Other options are available, and this default setting can be changed on the Tasks tab by clicking on Change my preferences.

Creating New Saved Searches
On the Queue tab, select the Saved Searches sub-tab.

From the Saved Searches page, there are several headings that you will need to adjust/edit to create a search

Load Existing Search
To load an existing search, click the drop down menu below the respective heading. From there, click one of the options available and click the Load Settings button. This will refresh the page and load all of the settings from that saved search.

Filter Criteria
Under the Filter Criteria heading, there are drop down menus where you can choose from several different options. After selecting an option from the first drop down menu, the page will refresh and a second level of drop down menus will reveal that includes the same options as the drop down menu above it. The reason for these menus is to filter criteria for the search you are saving.

Column Selections
Under the Column Selections heading, there are two boxes: Available Columns and Chosen Columns. Highlight the option that you want to choose and click the Add button to move that option to the Chosen Column box. If you want to move more than one option at a time, you can hold down the CTRL button on your keyboard and click multiple options.

Sort By
Near the bottom of the page is the Sort By heading with two drop down menus. The first drop down menu is Status, which you can choose a status of the following: Delivered, Patient Name, Subject, or Document Type. The second drop down menu is where you can choose from either ASC or DESC.

Save this Search
Lastly you can save your search by naming it in the space provided. Remember to use the special name: [DEFAULT] if you want this to define how the job list initially loads for this user.

After you have made adjustments and settings to your search, you can click the Save Settings button at the bottom of the page to save it for later use or click the Save & Load in Queue button to save and load it immediately.

Related KBs

	How can I specify criteria for Saved Searches in IMC or Secure Web Portal? Specifying criteria for rows and columns in saved searches
	How do Saved Searches work? How Saved Searches work
	How do I Administer Saved Searches for Others? How to Administer Saved Searches for Others
	How can I copy Saved Searches to other Users? How to copy a saved search
	How do I delete a Saved Search? Deleting a Saved Search