Searching Data for a Case in Case Manager

Updated

After you create a case and run a collection job, reviewers can search the data that was collected in the case.

Procedure

  1. From the navigation pane, go to Activate.

    The Activate page appears.

  2. Click Case manager.

    The Case manager page appears.

  3. Click the case.

    The case page appears.

  4. On the Search tab, you can perform a search:

    • To perform a simple search, use the search box and the filters.

    • To perform an advanced search, do the following:

      1. Click Advanced search.

        The Advanced search dialog box appears.

      2. Enter search criteria.

      3. Click Submit.

    • To perform a search by using a saved search query, do the following:

      1. In the right area of the page, click Query set.

        The Queries dialog box appears.

      2. In the Action column for the search query, click the action button , and then click Run query.

Filters For Advanced Search

Save a Search