Search & Results Page

	Search	Run search and opens the Results section.
	Reset	Clear criteria from all fields.
	Refresh	Refresh the Results section. This button is read only until a document is selected.
	Action	Select one of the following options from the drop-down list: o Open - Open the selected Document(s) o Download - Download the selected document o Delete - Delete the selected document This button is read-only until at least one document is selected.

Sections

1. Saved Searches

The left navigation pane displays predetermined saved searches. These searches allow you to search based on document attributes.

Available searches will vary based on your security access level. Most users will have security access to the following searches and criteria:

Saved Search	Use
ACCESS Tracking Number	Retrieve all documents related to an ACCESS tracking number.
Case Search	Retrieve all documents related to a case number.
Individual Search	Retrieve all documents related to an individual's PIN or SSN.
QC	Retrieve all documents related to a batch based on batch name, document ID or index station ID.
RFA	Retrieve all documents related to a RFA number.

2. Search Criteria

The Search Criteria fields vary based on the selected Saved Search:

Saved Search	Search Criteria Field	Properties
ACCESS Tracking Number	ACCESS Tracking Number*	10 digit ACCESS tracking number.
	Document Code	5 character Document Code. (Click for full list)
	Scanned Date	Date or date range the document was scanned, faxed, or uploaded to the ECF.
Case Search	Case Number*	10 digit number assigned to the case.
	Document Code	5 character Document Code. (Click for full list)
	Scanned Date	Date or date range the document was scanned, faxed, or uploaded to the ECF.
Individual Search	PIN**	Individuals's 10 digit CARES PIN.
	SSN**	Individual's social security number.
	Document Code	5 character Document Code. (Click for full list)
	Scanned Date	Date or date range the document was scanned, faxed, or uploaded to the ECF.
QC	Document ID**	12 digit document ID.
	Batch Name**	Name given to the batch.
	Index Station ID**	ID associated with the machine used to upload the document. If this is used, then the receive date, index date, or scanned date must also be included.
	Received Date	Date the document was received by the agency regardless of when it was scanned.
	Index Date	Date the document was indexed and attached to a case.
	Document Code	5 character Document Code. (Click for full list)
	Scanned Date	Date or date range the document was scanned, faxed, or uploaded to the ECF.
RFA	RFA Search*	10 digit RFA number.
	Document Code	5 character Document Code. (Click for full list)
	Scanned Date	Date or date range the document was scanned, faxed, or uploaded to the ECF.

*Required Search Criteria

**Enter only one of these Search Criteria per search.

3. Search Results

The search results section will display up to 250 documents.

Documents are listed in order of the most relevant to least relevant search fields (for example, Document Code, Document Type, and Received Date), and are sorted by the most recent scanned date.

Control how Documents are displayed with the following options:

	List View	Display the results in List View. In this view you can click a column heading to sort results by that column instead. You can also click the column headings to toggle between ascending and descending order.
	Magazine View	Display Magazine View In this view all document information is listed next to the document icon.
	Properties Window	Open the Properties window. Click the heading to expand or collapse the section.

Both views and the properties window display the following information:

Results Field	Description
Document Code	The up to 5 character code for a document type. See Document List/Codes for complete list.
Document Type	The type of document. See Document List/Codes for complete list.
Received Date	Date the document was received by the agency regardless of when it was scanned.
Scanned Date	Date or date range the document was scanned, faxed, or uploaded to the ECF.
Case Number	10 digit number assigned to the case.
RFA Number	10 digit RFA number.
ACCESS Tracking Number	10 digit ACCESS tracking number.
Last Name	Last name of the person associated with the document
First Name	First name of the person associated with the document
Date of Birth	Birthday of the person associated with the document.
PIN	10 digit CARES PIN of the person associated with the document.
Document ID	12 digit document ID. Formerly labeled Correspondence Control Number
Origin	Location or system that added the document to the ECF. Formerly labeled County

	Multiple Searches	Right-click the tab of the current search and select one of the following options: Open a New Tab - Open a new tab to start a different search. The current Search will remain available. Close All Tabs - Close all searches. Close Other Tabs - Close all searches except the one you clicked. Close Tab - Close only the search you clicked. To switch between searches click on the tab you wish to view.
	Search Criteria	When collapsed, click to expand the section to confirm or adjust search parameters. When expanded, click to collapse.
	Search Results	When collapsed, click to view search results. When expanded, click to collapse.
	Results Display	Open the pop-up to alter the columns in the results section.
	Keep search criteria open	Check to keep the Search Criteria section open at the same time as the Search Results section. By default the Search Criteria section is hidden when the Search Results section is displayed.