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Searching for a Case(s)

Navigation Menu » Search \ Cases

Click Search from the Nav Menu on the left-hand side of the screen and select Cases. This will take you to the Advanced Search Case screen.
From here, you can customize the search parameters by selecting boxes with the two small triangles (on the right side of the box).
Choose variables depending on what Case(s) you’re searching for. Or, if you know the Case Number, simply type it in and click Search. This will show the case you searched for.

More information regarding Searches can be found by listening to our webinar:

SAFE Sessions - Advanced Searching @ https://vimeo.com/202443717/e9eb495b03


Fields on the Case Search page

Created By - Choose either ‘equals’ or ‘not equals’, then enter the name of the person who created the case. You may also choose to select ‘Use the logged in user for this search’.

Created Date - The date the Case was created. Click anywhere in the Created Date field to bring up a list of options to choose from. Next, in the box to the right of the Created Date field, there is a Calendar field where you can enter your parameters.

Case Number - Click anywhere in the Case Number field to bring up a list of options to choose from. Next, in the box to the right of the Case Number field, enter your parameters.

Case Officer - Click anywhere in the Case Officer field and choose ‘equals’ or ‘not equals’. Next, in the box to the right of the Case Officer field, you may type the name of an Officer this Case belongs to, depending on your search requirements.

Offense Type - What type of offense is this? Click anywhere in the Offense Type field and choose ‘equals’ or ‘not equals’. Next, click anywhere in the box to the right of the Offense Type field and choose an offense.

Offense Location - Where the offense was committed. Click anywhere in the Offense Location field to bring up a list of options to choose from. Next, in the box to the right of the Offense Location field, enter your parameters.

Offense Date - When the offense was committed. Click anywhere in the Offense Date field to bring up a list of options to choose from. Next, in the box to the right of the Offense Date field, there is a Calendar field where you can enter your parameters.

Offense Description - Click anywhere in the Offense Description field to bring up a list of options to choose from. Next, in the box to the right of the Offense Description field, enter your parameters.

Active - Is this case still active or not? Click anywhere in the Active field and choose ‘equals’ or ‘not equals’. Next, click anywhere in the box to the right of the Active field and select ‘true’ or ‘false’.

Tags - A searchable label any User can create that is attached to a Case or Item for the purpose of identification. Click anywhere in the Tags field and choose ‘equals’ or ‘not equals’. Next, click anywhere in the box to the right of the Tags field and select the Tags you would like to search.

Offices - Which Office location(s) does this Case pertain to? Click anywhere in the Offices field and choose ‘equals’ or ‘not equals’. Next, click anywhere in the box to the right of the Offices field and select your option(s) from the scrollable menu.

Saved Searches of Items - The first field is set to equals. In the second field, you may choose a previously Saved Search of Items you would like to couple with the search parameters you have currently chosen.

Search History \ Update Made By - When the Search History field is turned ‘on’, you may click anywhere in the Update Made By field and choose ‘equals’ or ‘not equals’. Next, in the box to the right of the Update Made By field you can enter your parameters.

Search History \ Update Date - When the Search History field is turned ‘on’, you may click anywhere in the Update Date field to bring up a list of options to choose from. Next, in the box to the right of the Update Date field, there is a Calendar field where you can enter your parameters.

Search in Custom Data \ Form - When the Search in Custom Data field is turned ‘on’, after clicking the Plus sign at the bottom of the Search in Custom Data box, you may click anywhere in the Form field to bring up a list of options to choose from. You may also Preview the form by clicking the green Preview button.

Search in Custom Data \ Field - When the Search in Custom Data field is turned ‘on’, after clicking the Plus sign at the bottom of the Search in Custom Data box, you may click anywhere in Field to bring up a list of options to choose from. Next, to the right of the first Field box, you may choose ‘equals’ or ‘not equals’.

Search in Custom Data \ Anything in form (checkbox) - When the Search in Custom Data field is turned ‘on’, after clicking the Plus sign at the bottom of the Search in Custom Data box, you may click the Anything in form (checkbox) to select a search pertaining to anything in the form you have selected.

Buttons on the Search in Custom Data field and on the Case Search Page

+ - Choose the blue ‘plus’ button on the Search in Custom Data field to add additional forms you can select parameters for.

Search - Once you have entered all of your parameters, click the Search button to search cases.

Clear - Click this button to reset all parameters.

Save - Click here to save a copy of the Search containing the parameters you’ve chosen.