Managing Ad Hoc Searches

Since Ad Hoc searches are created globally in the system, there is the potential to build up a long list of ad hoc searches. When you create and use searches, consider these suggestions (based on client experience) to help manage them.

  1. Create a naming convention that will assist in identifying the creator/owner of the ad hoc search. This could include the individual’s initials or last name information, for example, KTM - List of Members by State.
  2. Group the searches in a manner that will make them easy to find on the search list. For example, group them by organization department or search category, MBR – KTM – List of Members by State.
  3. Include a note in the title not to modify or delete the ad hoc search if you do not want other’s to change or update the search selection criteria. (For example, MBR – KTM – List of Members by State Do Not Modify).
  4. Include a note in the title if the search is temporary with instructions when it can be removed. For example, MBR – List of Members from AL (TEMP-delete After 2/1/01).
  5. Create a group of general searches that are commonly used by all staff members. (General – List of Members from the same Organization).
  6. Review the list of Ad Hoc Searches every six months to remove duplicates or temporary searches.

Manage Ad Hoc searches in Select Search Instructions window