Creating a Save Search

Step 1: Within the Roster, identify the Search Criteria you wish to use.

Step 2: Click Save Search

Step 3: Hit Search

Step 4: Give the Save Search a Name (Travel Group A, Academic Watch List, etc.)

Step 5: Hit Save

To Access Later:

Step 1: Click the Saves Searches option in the top right

Step 2: Find the Search ( Travel Group A, Watch List, etc.)

Note(s):

Saved Searches are reactive.
- IE: If you create a Saved Search for all Roster Members who are in Practice Group A and one for Practice Group B any new additions to either group will automatically be reflected.