Admins can find what they’re looking for much easier and quicker with the completely redesigned search bar!
What’s New?
Search for an Exact Match
You can now surround the term or phrase with double quotation marks (") to return search results that contain the exact phrase you are searching for
For example:
Searching for “Leadership Off-site” will return results containing exactly this phrase not separate instances of “Leadership” and “Off-site”
If you do not add quotation marks it will return results containing either term individually
Search Preview
When searching, you will now see a short preview of the result with context for where the search term or phrase appears
If Vera’s summary is available you will also see the summary for the case
Additionally, , when you click to view the search result will be clearly highlighted
Improved Search Results
Search results are no longer limited by count
You will now see all results and the total count indicated in the search bar
To view more results simply navigate to the next page
Filterable Search Results
You can now filter search results to help narrow down your search by the following sections:
Case attribute
Term is included in case name or case answers (including persons)
Case Value
Term is included in case actions or Vera’s summary
Comment
Term is included in comment section
File
Term is included in the file name or description
If searching a file name you must include the file extension (ex .png)
Folder
Term is included in folder name or description
Message
Term is included in message
Note
Term is included in notes section
Task
Term is included in task name or description
Sort Search Results
You can now sort the results according to:
Case
Sorts alphabetically by case name (A-Z or Z-A)
Section
Sorts alphabetically by the ‘Section” in which the term appears (A-Z or Z-A)
Last updated
Sorts chronologically by the most recent update made to the section in which the term appears (ascending or descending)
Search History
Search history is now saved so you can easily access recent searches
Note: Currently search results do not include Performance Improvement and Investigation workflows, however this improvement is coming soon!