Managing saved searches

Save criteria you use frequently for basic, advanced, or full text searches. Saved searches enable you to repeat searches without having to define the criteria for each search. Save searches can be private or public.

Saved searches are private or public

  • My Searches: Private searches you have created that are visible only to you.

  • Public Searches: Searches shared by others or you. Public searches are shared with all users in your assigned organization. The privileges assigned to each user profile in User Management determine whether a user can publish searches. If you cannot publish searches, and you are a member of a single organization, you can still use the public searches created by others in your assigned organization.

    If you belong to multiple organizations, you cannot see searches that have been published.

Action icons for searches

When you point to a search in the My Searches or Public Searches lists, icons display for the actions available to you. The icons available to you vary based on the search type and the privileges assigned to you.

Search features in Risk Management

Save a search

Delete a saved search

Copy a public search

Publish a private search

Unpublish a public search

Edit a private search

Edit a public search