Saving a Search Query in Compliance Search

To save your search, add your search to a query set. A query set is a collection of searches that are frequently used. After the search is saved, you can open the query set and click the name of the search to run that search.

Procedure

  1. Perform a search in Compliance Search.

  2. To the right of the search bar, click Save Query.

  3. In the Query Name box, type the name of the query.

  4. You can add the search to an existing query set or create a new query set:

    • To add the search to an existing query set, from the Query Set list, click the query set that you want to use.

    • To create a new query set, from the Query Set list, click Create New, enter a name and description, and then click OK.

  5. Click OK.

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