Saving or Scheduling a Search

You may want to run certain searches again in the future. Checkpoint enables you to save searches in folders, and run them again at any time. You can store up to a maximum of 1000* searches.

For complex searches that you've constructed, re-executing a saved search can save you time because your search criteria are already defined. The Save Search feature saves your search parameters - search terms and target sources - so you can re-execute the search whenever you like. You can also save individual documents that form the results of your search.

At the Save or Schedule Search screen, you can store a search for future use, schedule a search to run automatically, and arrange to be notified by e-mail when the results of your scheduled search are generated. If your saved search yields at least 1 result, you will also be notified when you login to Checkpoint. 

To Save a Search

1. Click Save or Schedule Search on either the Document List, Source List, View Document, or Contents screen when you are viewing the results of a search. There are also Save links in the Search History table, allowing you to save a previously executed search.
   
   The Save or Schedule Search screen appears. Note: The Search Terms and Sources that are included in the search are listed at the bottom of the Save/Schedule search template.
   
   

2. In the Folder Name field, select the folder in which you wish to save the search, or create a new folder.

3. In the Search name field, assign a name to the search that describes its purpose.

• Type a name in the field provided; or
• Overwrite a saved search by choosing a name from the list of previously saved searches.
  
  Alert! Selecting a previously saved search from this list overwrites that search. You will lose all information recorded in the original search.

4. Enter any Notes about the search by clicking the Add/Edit Note field and typing the note in the provided field. A Note can be up to 200 characters in length.
 
 

To Schedule a Search

You can schedule a search to run automatically on a regular basis. Click the Schedule: link to display the scheduling choices you have available.

1. Complete the Schedule options section if you want to have the search run automatically on a regular basis.
   
   
2. Select the Frequency you want the search to run. If you don't want to run the scheduled search automatically select the Don't run automatically option.
   
   To run the search weekly, select the Run once a week option and enter the day of the week you want it to run on from the drop-down menu.
   
   To run the search monthly, select the Run once a month option and enter the date you want it to run on from the drop-down menu.
Note: SECPlus scheduled searches have the additional scheduling option of Run twice a day from the Schedule menu.

3. In the Notification section, you can select to have an e-mail sent to you when new results are found for your scheduled search. For this feature to operate, your e-mail address must be specified on the Options page. You can also select to have Checkpoint launch the Home page upon login when new results are available. New results for scheduled searches are always available on the Home tab.
 


4. Click Save at the bottom of the screen. You will lose any changes if you leave this screen without clicking Save.

Your search is stored in the Searches table. Click My Folders on the top toolbar to retrieve a saved search.

* Checkpoint allows you to save 1000 searches AND 1000 documents.

Related topics:

• Retrieving a Saved Search
• Saving a Document to a Document Folder

© 2009 Thomson Reuters/RIA. All rights reserved.