Categories are pre-defined searches. They differ from "Saved Searches" in that, categories automatically execute a saved search with pre-defined values.

Categories appear under the "Categories" Tab.

To create a category, perform the following:

  1. Navigate to the "Categories" tab.
  2. Click on the "Add New Category" link. (This link will only appear if you are a designated "Search and Category Administrator")
  3. This will display the "Advanced Search" window with two extra prompts.
  4. Specify the search criteria.
  5. Enter a Category Name in the "Category Name" prompt.
  6. Enter a Category Description in the "Category Description" prompt.
  7. Click on the "Save" button to save the category.

Security considerations:

Creating a Category is subject to security rights. The System Administrator and the Category & Search Administrator designees can create categories.

Next Topic is Editing Categories