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RM Workspace Help

Save your search

 
After performing a search, you can save it for future use.
 
Searches are saved in the same way whether you have performed a quick or advanced search.
 
Note: Some system searches, initiated as a result of using an action from the actions menu, cannot be saved. 
e.g: If you click on the actions menu option 'Show requested records', a search is performed by the system and the results displayed, but you cannot save the results as a search.
 
Save your search
1

Search criteria

After performing your search (advanced or quick search), at the top of the search results screen, your search criteria is displayed.
If you performed a Saved search, the Saved search name will be displayed and the saved search criteria is available if you mouse-hover over the saved search name.
2

Search results

The records matching your search criteria are displayed
3

Name your search

 
Enter a name into this field to identify your search, so that you can easily pick it out from your list of saved searches.
 
If you don't enter a name when you save your search, the system will automatically use the search criteria as the saved search name:
 
 
4

Save your search

When ready, click to save your search.
 
Tip: If you pressed the 'Save' button before naming your search, in your Saved searches screen you can edit the search, giving it a useful name.