Set Up Access to Saved Searches

You can specify a set of saved search criteria that will be available when members of a given security role use a lookup to perform a standard or advanced search.

Prerequisite: Select an existing role.

To select the saved searches the role can access, complete the following steps:

1. On the Roles form, click the Access Rights tab.
2. From the Functional Area drop-down list, select Saved Searches.
3. From the Lookup Type drop-down list, select the type of lookup to which the saved searches apply.
4. Use the Add and Remove buttons to move tabs between the Available Searches and Searches for this Role columns.
5. Decide whether or not a saved search will be available to all roles:
   • If you want a search to be available to all roles, select the search from the Available Searches column and click Make items global to all roles. This search will be listed in the Searches for this Role column for all Vision roles, with a Y in the Global column, to indicate that it is a global assignment.
   • If you want a global search to no longer be global, select the search that you want to remove, and click Make global items role specific. When asked to confirm the change, click Yes. The search remains listed in the Searches for this Role column for the current role, but has an N in the Global column, to indicate that it is not a global assignment.
6. Click Save.