Views Search

Views represent pre-populated search queries.

Selecting a View for searching allows a single-click option for returning a filtered alert list based on the view’s preset search criteria. By default, the Views search is available with My Open Alerts as the default queue. To search using views, select the desired view from the list.

Table -19 List of Views

View Name View Filter and Sort Criteria
My New Alerts

From: Current Date -1 To: Current Date

Owner: current user or pool to which the current user belongs

Status: New

My Open Alerts

Owner: current user or pool to which the current user belongs

Status: Open or Follow-up

My Reassigned Alerts

Owner: current user or pool to which the current user belongs

Status: Reassigned

My Overdue Alerts

Due Date is not null and is <= Current Date

Owner: current user or pool to which the current user belongs

My Near Due Alerts

Due Date is not null and is > Current Day and <= (Current Day +4)

Owner: current user or pool to which the current user belongs

Sort: By Due Date

Ascending; Alert ID Ascending

Management - Overdue Alerts

Due Date is not null and is <= Current Date

Owner: Organizational pool(s) for which the current user is supervisor or user within that pool

Management - Near Due Alerts

Due Date is not null and is > Current Day and <= (Current Day +4)

Owner: Organizational pool(s) for which the current user is supervisor or user within that pool

Management - Aged Alerts

Alert Age >= 30 days

Owner: Organizational pool(s) for which the current user is supervisor or user within that pool

Status: Any status but a closed status

The Alert Search bar supports the ability to search across the following types of information:
  • Alert Search Dates
  • Alert by Entity
  • Linked Cases