How to use the Resources 'Saved Searches' tool

1. Any number of saved searches can be created by users
2. Saved Searches are unique to each user
3. Saved Searches can be created from Categories, Taxonomy, or Resources searches
4. After a Saved Search is created, users can quickly access them using the 'Saved Searches' link directly to the right of the Geographic Filters box
   

To create a Saved Search:

1. Set your filters and geographic filters to whatever is appropriate for the search you are completing
2. Use the search bar to search using the Categories, Taxonomy, or Resource options
   
1. Note, when creating a Taxonomy Saved Search you must use the search bar; you aren't able to use the Taxonomy Tree. When creating a Categories Saved Search you can choose to use the Categories List or the search bar
   
3. Once the search results appear, click the 'Saved searches' link, appearing to the right of the geographic filters
4. In the pop-up window search bar, type in a name for the search you have just completed, click 'Save', and this exact search has been saved for you to use again in the future
   

To use a Saved Search:

1. Go to the search resources screen as normal, and then instead of typing something into the search bar, click on the "Saved searches" link
2. Click on the name of the saved search you want to use
3. The category/taxonomy/resource will be populated into the search bar, and all your filters (including Geographic Filters) used when you created the selected saved search will also be set/populated
   
1. This means if your organization collects help seeker's locations for resource searches, and has the setting configured to automatically populate the location from the call report into the Geographic Filters when you clicked 'Search Resources', the location from the call report is overwritten. So, if you wish to use the location from the call report when conducting a Saved Search, you must manually paste/enter the location collected from the call report into the Geographic Filters before you click 'Search'; if you enter the location after you click 'Search' then you'll need to click 'Go' before the new location in the Geographic Filters is applied to the Search Results
   
4. Click "Search" and your saved search, with any adjustments you just made to your filters will be completed
   

To get a better understanding of how this tool works, try completing the following steps:

1. Use the steps above to create a Saved Search that has a specific location entered in the Geographic Filters
2. Open a new call report, enter a different location in the location fields and click 'Search Resources'
3. Notice the location from the call report is automatically populated into the Geographic Filters
4. Now follow the steps in the section above to use the Saved Search you created in step 1 of this exercise
5. Notice the location from step 1 overwrites the location that was appearing in step 3 of this exercise
6. Manually enter/paste the location from the call report back into the Geographic Filters and click 'Search'
7. Notice the location you entered in the previous step of this exercise is retained and all other filters and selections from your Saved Search are applied to provide your search results
   

You may wish to use the 'Taxonomy search filters: ANY/ALL of these terms' when creating Saved Searches; read the related help article to learn more.