Welcome to ArkCase. Today we’re going to give you an overview of ArkCase search.
When you log into ArkCase you’ll land on the home screen or the dashboard screen. There are many ways to search in the ArkCase application. Specifically you will have a quick search in the top right on each and every page. From there it leads you into the advanced search on the Left navigation which is the search module.
Let’s perform a quick search from this page as you can see I do have type-ahead capabilities and when I select investigation it will return to the results in the search module. If you decide you want to search directly in the search module just click on the search module. Once again understanding you do have the quick search in the top right at any time.
Once in the search module you can type in any search criteria that you want to type in this is searching against metadata and full indexing on all documents.
As you can see here I did another search for investigation. You’ll notice that we have all of our search results and we’ll talk a little bit about those search results here in a second but before we do that you’ll notice on the left-hand side you have what we call facets or categorizations.
These categorizations lump the information that you just searched and can allow you to narrow down the search results for instance if you wanted to narrow down to a specific user in addition to that you wanted to narrow down to a specific object type like a file or a document.
You can narrow down your search results and see that information. If you decide to return to your original search set just unclick the first facet you selected and you’ll notice all of the results go back to the original.
In addition in your search results you do have the ability to sort each column in ascending or descending order you do have the ability to do a first search and a secondary search on multiple columns.
You also have the ability to hide columns if you decide to hide columns. Additionally you do have the ability to export from this location also. If you click export you’ll notice you have the CSV file exported in your tray. Additionally on the search you have the ability to hyperlink to many of these results, for instance if I wanted a hyperlink to directly to this parent object or complaint I can click on that actual object.
Once I click on that object it will actually take me from the search results directly into that object to see the details associated this one happens to be the complaint object.
Also in the search module you do have the ability to change the actual amount of rows that are shown in your search results. So, if I wanted 50 rows you would be able to see 50 rows in your search results, which obviously updates your pagination you do have the ability to jump to next page or previous page or you can jump to the last page.
You also have the ability to select and enter in which page you want to jump to by selecting the page and hitting Enter.
That’s how you use the search module in ArkCase.