Creating and Running Saved Searches

If you frequently search for cases with specific attributes, creating a saved search can help you save time and stay organized. All CaseReview users can create and save searches, but users with admin permissions have additional capabilities beyond those available to standard users.

Both standard users and admin can:

  • Name/rename a saved search

  • Mark a search as default

  • View filters chosen for this search

  • Delete a saved search

  • Save changes and run the search

  • Save the search but do not run it

  • Cancel out without making changes

Admin only can:

  • Share a search with others

  • Use the search to auto-tag newly uploaded cases that contain the same filtered criteria

Note: If you specify search criteria, that criteria will stay active until you log off or click Clear filters. To make the search more permanent, make it your default. A default search will run every time you log onto CaseReview and view the Manage Cases page.

Creating a saved search

  1. On the CaseReview navigation bar, click Manage Cases.

  2. There are multiple ways to select criteria for the search:

    1. Under Search for Cases: Select a category by clicking its field. Categories on the Manage Cases page include tags, reviewed cases, identifiers, and events. For each category, you can select multiple criteria from the list.

    2. Under Search by Date: Select the date range. Date ranges can be used in conjunction with criteria or by itself.

    3. Advanced search: Along with tags, reviewed cases, identifiers, and events, click Advanced search to select alarms, vitals, waveforms, device type, and patient age group criteria.

  3. After selecting the criteria and/or date range, click Search.

  4. After the search results display, click Save this search in the upper right corner.

  5. Enter the name of the search and then click Save.

Running a saved search

Choose to run either a search you created (MY SEARCHES) or one that someone within your organization shared (SHARED BY OTHERS).

  1. On the CaseReview navigation bar, click Manage Cases.

  2. Click the Saved Searches field and select the search name.

    Click the Saved Searches field and select a search name from the list. The search runs automatically.

    The search runs automatically.

    Click Clear filters to remove the search criteria and see all the cases.

Note: If you just saved a search and you don't see the search name in the list, refresh the page and then click the Saved Searches field again.

Updating the saved search

Note: You can make changes to a search you created (MY SEARCHES) but you cannot edit a shared search (SHARED BY OTHERS).

Adding search criteria to a saved search

  1. On the Manage Cases page, click the Saved Searches field and select the search name.

    The search automatically runs.

  2. Select additional attributes and then click Search.

  3. After the search completes, click Save this search in the upper right corner.
  4. Click Update search.

Deleting search criteria from a saved search

  1. On the Manage Cases page, click the Saved Searches field and select the search name.

    The search automatically runs.

  2. Click the X on the criteria you wish to remove.

    The search runs using the remaining criteria.

  3. After the search completes, click Save this search in the upper right corner.
  4. Enter the search name and then click Update search.

Creating a new search from a saved search

  1. On the Manage Cases page, click the Saved Searches field and select the search name.

    The search automatically runs.

  2. Select additional attributes and then click Search.

    The search runs using the selected criteria.

  3. After the search completes, click Save this search in the upper right corner.
  4. Enter a new search name and then click Save New Search.

Deleting a saved search

  1. On the Manage Cases page, click the edit icon next to Saved Searches.
  2. Click the X on the line of the search you want to delete.
  3. Click Delete on the confirmation window.

Sharing a saved search with your organization (administrator only)

For information on how to share a saved search, see How to share a saved search (Admin only).