Set Individualized Default Search Criteria

Each user may establish default search criteria for lists.

1. Access form or list (e.g. action plans, tasks, objectives, risks, controls, tests).
2. Click the Action Menu and click Display to review the current search criteria.
3. Click Edit Search to create a search or click the Action Menu and click Saved Searches to access the existing search list.

   Note: See Edit a Search in a List for additional information.

4. Select the My Default check box.
5. Click Submit to run the search and view the results or
6. Click the Action Menu and click Save As My Default.

Note: Upon initial entry, the last search executed will automatically display when accessing the list.