User Guide Release Primo
Admin GuidesAiimiVersions
  • Introducing Aiimi Insight Engine
    • Primo Release
    • Versions
  • Search
    • Introduction
    • Searching for Information
      • Ways to Search
      • Avanced Searches
      • Folder Browsing
      • Saved Searches
        • Saving a Search Query
        • Accessing Saved Searches
        • Bulk Search
          • Use Cases
          • Create a Bulk Search
            • Search Details
            • Map Fields
            • Review Search
            • Notifications
          • Bulk Search Template
      • Multilingual Search
    • Search Results
      • Lenses and Result Views
        • Timeline
        • Relationship
          • Finding Result Connections
          • Minimum Results
          • Relationship Type
          • Accessible Relationship Map
        • Related Result Connections
          • Understand Connections
          • Adding card details
          • Explore More Connections
      • Filtering Results
        • Using Minimum Matching Terms
        • Using Synonyms
      • Sorting Results
      • Quick Actions
        • Document Preview
        • Mark As Useful
        • Mark As Sensitive
      • Why These Results
        • Find Searched Terms
        • Why My Search Matched
      • Subject Matter Experts
    • Item Previews
      • Inline Preview
      • Full Screen Preview
  • Collections
    • What is a Collection?
      • Collection Types
    • Manage collections
      • Create a Collection
      • Status Management
      • Edit, Delete or Merge
    • Using a Collection
      • Add Items to a Collection
      • Sharing a Collection
      • Adding Comments to a Collection
  • Subject Access Request
    • Introduction
    • Creating or Receiving New SARs
      • Requests From The Portal
        • Creating a SAR from the Portal
        • Assigning a Request
      • Create a Manual Response
        • Searches
        • Subject
        • Collection Settings
        • Privacy Portal
      • Create and Manage Data Subject Types
    • Data for a SAR
      • Finding Information for a SAR
        • Payment Card Information (PCI)
        • Personally Identifiable Information (PII)
        • Redacting Sensitive Information
      • Messaging a SAR Requestor
      • Internal SAR Messaging
    • Completing a SAR
      • Finding a SAR
      • Getting Data Reviewed
        • Assigning Users to a SAR
      • Exporting a SAR Response
      • Disclosing to the Portal
  • Help and Support
    • Leaving Feedback
    • Accessibility Statement for Aiimi Insight Engine
  • Advanced Applications
    • Metrics
    • Manage Collection Type
      • Create a Collection Type
    • Using The Manage Chart
    • OData API
      • Set Access
      • Aggregating Results
      • Query Parameters
Powered by GitBook
On this page
  1. Search
  2. Searching for Information
  3. Saved Searches

Saving a Search Query

PreviousSaved SearchesNextAccessing Saved Searches

Last updated 1 year ago

  1. Perform the search you want to schedule or save for the future.

  2. Select Actions.

  3. Select Save Search Query from the menu.

    • This will open the New Saved Search Parameters pop up.

New Saved Search Parameters

  1. Add a name for your search in Saved Search Name.

    • You could use the terms you searched or context on why you searched it or a case it relates to.

  2. The terms and filters applied are below the name field. Select the show filters + to see all the filters.

    • If you want to change your terms or filters you need to select cancel and run a new search with the correct terms or filters.

  3. Check 'Alert me to new results' if you want to receive notifications for new results that match this search.

    1. If this is not checked your search will be saved but not run on a schedule. You can manually run a saved search from My Searches.

  4. Select Save Search.

    • If you checked alert me this will open the New Search Alert pop up.

New Saved Search Parameters

  1. Check the name, term and filters under Search search.

  2. Choose when you would like to be notified within Alert me when.

    • Results are created - Notify you only when a new item is available.

    • Results are create and existing results are modified - Notify you when a new item is available and if anything you've already seen is modified.

  3. Choose how often you want to be alerted within Email alert frequency.

    • Daily - Receive an email daily with any items based on your Alert me when choice.

    • Weekly - Receive an email once a week with any items based on your Alert me when choice.

  4. Choose a priority based on how important this alert is to you.

    • Where possible notifications will be flagged with this.

  5. Once you're happy with your settings, select Create Alert.