Use Existing Search (Create Lists)

Use Existing Search can be used to change the search terms, add additional search terms, or rerun a search in a larger review file. 

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Use Existing Search

First, a review file must already be created for this process to work. See How to Create a Review File to start the original search.

Go to Create Lists from the Function drop-down menu.

Open

Highlight the review file.  Note: if the original review file needs to remain unchanged, this process can be done using an empty review file.

Open

Click Search Records.

There will be a warning message that you are about to overwrite the contents.  Click Yes. 

Click Use Existing Search.

This will bring up the list of review files.  Highlight the review file.  This will show the search that was used for this review file.  It will also make the Use button active.   Click Use.

This brings up the original search.  The Insert line and Append Line will be grayed out.

To add more search terms to the review file, click on one of the lines.  This will make the Insert Line and Append Line buttons active.  More search terms can be added by clicking on Insert Line or Append Line.  To change any search terms click on the line, and double click on the box under the search term to bring up options to change any type, field, condition or value.

 After entering new search terms or changing a search term, click Search to start the new search.   

To find the review file, you might need to change Empty to Complete in the dropdown menu.  Finding the review file can be done by File, Name, Login, or Created [date/time].  Highlight the review file to view it. Double click on the file or click on Show Records to view all the items in the review file.

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Review File Clean-up

If a new review was used, please remember to go back and empty the original review file that is no longer needed.

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Related Documentation

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