Perform an advanced search

You can perform an advanced search to search for interactions, evaluations, or assessments according to any of the full set of available fields.

Before you begin

Verify that in the User Management application you have the privilege to search.
To include automated evaluations in an evaluations search, verify that you are assigned the Search for Evaluations Made by Leader of my Group(s) privilege. Automated evaluations are identified in the search results by the Quality Bot evaluator in the Evaluator column.
Verify that you are familiar with the search criteria fields detailed in Interactions fields .

Procedure

From the Search workspace, click Advanced Search.

You can also access the Advanced Search window from the search results set (where the Advanced Search window opens with your existing search criteria)
In Search For, select whether you are searching for interactions (default), Evaluations, or Assessments.
To set the search fields, select the relevant Search Criteria section and set the values you want to search for. At least one criterion must be selected, which by default is the date range for interactions.

To set the maximum number of items to retrieve for this search, in the Display Settings tab select the relevant value in the Maximum search results drop down. This setting overrides the system default (2000 items, configurable) and the Maximum search results setting in your user preferences, if configured.

To restore the default settings, click Clear All Parameters.

To locate the Search Criteria section of a previously selected criterion, from the search criteria summary (bottom of the page), click the link of the criterion.

To save your search criteria, click Save or Save As.
Click Search.

The matching interactions/evaluations/assessments are displayed in descending order according to:
- Start Time field for interaction searches
- Evaluation/Assessment Time field for evaluation or assessment searches
If an error is received that your search criteria are too broad, add additional criteria to your search. See Additional criteria to narrow your search