5.1 Search in Case Management

Digital Introduction
Introduction	Foundation	Document	Case M.	Search	Holistic
5.1 Search in Case Management 5.2 Search in Document

In this digital guide, we explain how to consistently find the right data from case forms. You can work exclusively within the Case Management module or enhance its value by linking it to a layout document.

The Case Management module, as you may already know, helps create efficient workflows for activities being carried out. By simplifying processes for employees and making tasks clear and intuitive, it establishes the right conditions for those involved in ongoing activities.

While activities are recorded and executed efficiently within your organization, your data and information are stored, creating a valuable repository that can be leveraged for significant insights.

In the Case Management module, you can continuously retrieve and summarize data from your operations through simple yet powerful searches. This capability allows for effective sharing and collaboration around information at any time, fostering an environment conducive to data-driven prioritization and decision-making within your organization.

For those looking to understand outcomes, trends, and summarize the status of the business areas managed within the Case Management module, there is a simple yet powerful search engine in the AM System available in two formats: Standard Search and Advanced Search.

Searches retrieve data from forms in precisely the way you desire, either by selecting options from the form fields or, for more advanced needs, by creating a "query."

Using AND or OR selections can refine your data, allowing you to view exactly what you are interested in.

Moreover, by combining these search capabilities with links from layout documents, you can easily create intuitive and powerful methods to find the right data at any given time within your management system. Discovering information has never been simpler!

By reading the articles below, you will gain the foundational knowledge needed to create effective searches and to share and collaborate on the results you obtain from them.

Learn More:

• Create Search Queries in Case Management
• Share Queries from the Query Builder in Case Management
• Export and Import Queries from the Query Builder
• Utilize Diagram Features
• Data Export Options

Last updated: 1 April, 2025