Saving or Scheduling a Search

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

Note: Checkpoint allows you to save a maximum of a 1000 documents and searches combined.

For complex searches that you have constructed, re-executing a saved search can save you time because your search criteria are already defined. The Save/Schedule 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 from the results of your search.

You can access the Save/Schedule Search link from the Search Results screen.

At the Save or Schedule Search dialog box, 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 one result, you will also be notified when you log in to Checkpoint.

To save/schedule a search:

At the top of any Search Results screen, click Save/Schedule Search.

The Save or Schedule Search screen appears.

Either accept the current folder that is listed or click Change Folder to select another folder.

Note: If you click Change Folder, the Change Folder window opens. Here you can either select another folder from the list or click a link to create a new folder.

Type a new search name, or Select Prior Search to Replace.

Optionally, you can enter a note in the Note field.

Select the frequency from Schedule options.

Don't run automatically is the default option. You also have options to run weekly or monthly.

Note: SECPlus scheduled searches have the additional scheduling option of Run twice a day from the Schedule menu.

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 menu.

Click Save.

Note: You will lose any changes if you leave this screen without clicking Save.

Your search is stored in the folder you designated. Click Folders on the top toolbar to retrieve a saved search.