ArkCase provides Search options for retrieving case-related content. Content refers to all of the details, people, and documents associated to all current and historical investigations. The range of content searched depends on the type of search and your permissions. ArkCase has three types of search.
A simple search is available in each case container. The search criteria is limited to the metadata (titles) on the list of complaints, case files, or tasks.
The simple search is useful for finding one or more items in a long list of complaints, case files, or tasks. The search criteria (text entered in the text box) must match content (the titles) in the list—the search does not extend to other content stored in the container, read partial words, or accept wild cards.
Advanced searching can be initiated from the ArkCase page banner or the Search module. The advanced-level search applies to all case-related content stored in the system.
The "Google-like" searching is based on keyword entries. The predictive search feature presents options as you type in the search box. Use of partial words and wild cards (such as the asterisk) in the request broadens the results that the search returns.
The advanced search scans all stored case files, complaints, tasks, documents, and people. Search results return to the Search module. The results are limited to only the data that you have permissions to access.
When the results return, you can use the facets–filters that appear in the Browse frame–to narrow the content of search results.
A search dialog box opens for adding one or more people as participants and email recipients.
Acceptable criteria is similar to the advanced search. You can use full or partial name and wild card. When the results return, you can select one or more names from the list.
When the results return, you can use the facets–filters that appear in the Browse frame–to narrow the content of the search results. Local configuration will determine filtering options, for example, by user group, role, or work location.
Additional People options
The People Search dialog box may make available additional options when selecting names from the results list. If the search is for participants, you can assign role or type to each person selected. If the search is for an email distribution, you can verify the email address generated for the person selected or enter an address for people not in your user or contact list.
Reports and Audit
You define the results for reports, audit, and advanced search. The parameters for reports and audit are selected in the Browse frame. Results display in the Detail frame.
Reports and Audit results are based on selection criteria. Lists and the calendar date picker make it easy to select report type and date range.
When the report (results) is created, actions become available for viewing and saving the content. The View Report panel opens at the top of the results frame. Use these options to page through the content, change onscreen scrolling, and export the report to another format.
This group of modules displays a pre-defined set of results that the system automatically creates. These results are compilations of system-generated events associated to you–for example, activity created by your notifications and subscriptions.
When opened, these modules automatically load all data that the system generates. You can search and filter the cumulative results to create a specific set of data.
Focus the content
The Search box (above the results list) is available on the pre-defined search results page. Use key-word searching to focus the structure of the list–search the existing results.
Narrow the number of results
The Browse frame is a collection of facets associated with the set of results. Apply one or more facets, or filters, to organize and narrow the results displayed in the Detail (Results) frame of the page. Each facet shows a count of associated items included in the results.
The search box and the faceted browsing are available in the results of Notifications, Subscriptions, and Tags.
Note: Each individual item in the results–complaint, case file, and task as well as associated forms and documents–can be opened from the list.