Edit a public search

After you publish a saved search, you cannot update the public search. However, you can change the search criteria and then save the search as either public or private using a new name.

To continue to use the same search name, you can unpublish the search to make it private, edit it, and then republish it using the same name.

Ability to edit is based on assigned role privileges and search ownership

The privileges assigned to your role in User Management determine if you can edit public searches. You can only edit public searches you have previously published.

Before you begin 

Identify a public search you created and want to edit.

Procedure 

  1. Go to Risk Management. Under Analyze, select Search.

  2. Select the Public Searches tab.

  3. Locate the public search you created that you want to edit.

  4. Point to the search to activate the action icons, and then click edit Edit icon.

  5. From the Advanced Search dialog box, update the search criteria as required.

  6. To save the search using a new name, Save As.

  7. From the Save Search window, enter a Name for your search. Use a descriptive name that describes the search function.

  8. Set the Visibility for the new search:

    • Private: Only available to you.

    • Public: Available to all users in your organization.

  9. Click save. The saved search is added to the Search workspace in Risk Management.

    • For private searches, access the saved search from the My Searches tab.

    • For public searches, all users in your organization can access the saved search from the Public Searches tab.

Managing saved searches