When you submit your search criteria by clicking the GO button for either a content or advanced search, all records that meet your criteria appear on the Records Search Results page. The number of records found appears in the page title. To access a record, click the record ID link in the RM ID column.
The Search Results page shows detailed information about each record. This information includes links to the record ID, associated files and the source workflow, if present. Each record is numbered sequentially, and the sequential number is shown in the # column. The number of records appearing on one page is shown in the # per Page field below the title. To change this number for the current and any future Records Search Results, clear the field, type a different number, and press the TAB key. IQ will remember this number until you change it or your System Administrator resets it with the Configure option. Note that the more records per page, the longer it takes to display the results.
You can customize the display of the Records Search Results page by selecting columns to Hide or Show. A plus sign (+) appears when you place the mouse cursor above a column heading, if the column can be hidden. Right click and select the column name in the pop-up to hide the column. To display the column, right click in a column heading and a list of hidden columns will appear. Select the checkbox for the column names that you would like to display and click the Show button. Generally, the checkbox, number and ID columns can not be hidden. Your settings for hidden columns will remain until you change them.
The Actions pane at the left of the page displays all available actions for records in the Search Results. Some actions are unavailable until at least one record is selected by clicking in the check box next to it. Actions include such things as placing records on hold or releasing them, changing the disposition or disposition date and analyzing selected records. Select the checkbox next to one or more records (or click the Select All link to select all found records), and then select an action for those records.
You can run reports for selected or all records found with the search and appearing on the Search Results page by selecting the Print action. Printing options let you format your output as HTML, Word, or Excel. Check the Print Each Row on New Page check box to print one row per page when printing your output as HTML. This option does not apply to the Word or Excel output formats.
You can save your search results to a list by selecting the Save as List action. When you select this action, you create a list containing the records that were found with your search. To save your results to a list, select individual or all records and then select the Save as List action. Name the list and click the Save button. The list appears when you click the Lists submenu option and is identified with a Method of Personal.