1. Click the search icon on the top right of your screen.
  2. Here you can search by keyword, category, item number, claim number, date added, and custom logging categories.
    • You can combine these search areas to further narrow down the claim you are looking for. 
  3. Search defaults to only search active claims, if you want to search both active and archived, check both boxes under ‘General Info.’ If you want to search only archived, uncheck active and check archived. 
  4. Search by Keyword:
    • Search by keyword by typing in the search input box at the top of the screen.
    • Keyword search will search Claim Title, Claimant Name, Claimant Email, and Claimant Description.
    • Keyword search includes all partial or exact matches.
  5. Search by date:
    • Searching by date allows you to search a timeframe of when the claim was added to the software. 
    • You can search through a timeframe, or by a single day by selecting the start and end date as the same day.
  6. Search by item or claim number:
    • Item/claim number must be exact.
    • Searching by item/claim number will override all other search areas and show one result. 
    • If you search item number while in the claim section, it will show claims associated with that item.