The Advanced Person search enables you to search panels based on the default person profile. If you are a member of a team that has a custom person profile assigned, the panels you have permission to view and are included in the assigned profile will be displayed.
Click the three-dot overflow navigation bar menu.
Click Advanced Person Search to open the Search desktop in a new tab.
Click the required Search Criteria.
Enter known details into the search fields.
As you enter details into the search fields, the Search button will be displayed.
Click Search to return your results or Clear to clear the search fields.
The returned records are displayed in the Search Results pane, and person records can be opened in a new tab by clicking the system reference link beside their name.
📌Note: Icons are used in the search result records to help distinguish between Synergy Case Management users and people.
Dynamic lists
Search results can be saved if required to create a dynamic list that will generate a list of records based on the search criteria each time the search is run. Dynamic lists can be shared with other users or made visible to you only.
Click on the required Search Criteria and enter any known details into the search fields.
Click Search to return your results.
Click Save, located above the Search Criteria items.
Enter a Name for the saved search.
Click Save For Everyone to create a global search which enables all users of Synergy Case Management to access, depending on permissions.
The Save for Everyone button is only visible if you have permission to edit Global searches and Lists within Security Manager, Teams, and Team Details.
Click Save For Me to save to My Searches, these will be visible to you only.
The saved search will now be visible in My Searches.
The Global icon denotes global searches.
The Team icon denotes Team Searches.
Searches without an icon are visible to you only.
Click a search to load the search criteria and run the query.
A search assigned to you can also be assigned to other Synergy Case Management teams where you are a member.
Click Assign Teams.
Clicking Save As enables you to save a copy of the search under a different name.
Click the required Team in the drop-down list and click Add Team.
The saved team search will now be visible in My Searches with the Team icon displayed.
Click Delete to remove the search.
Static lists
Static lists are saved searches. When a static list is open and a search is run, you can click on a search result and add the record to your static list.
Within My Lists, click Create.
Enter a Name for the list.
Click Save For Everyone to create a global list which enables all users of Synergy Case Management to access, depending on permissions.
Click Save For Me to save to My Lists, this will be visible to you only.
The newly created list will be visible in My Lists.
Click Add All to List to add the search results to your list.
The search results will be copied to your list.
Click Clear All People to remove all records from the list.
Click Save As to save a copy of the list under a different name.
Click Add Event to select an Event Type to add to all or individual records.
Click Export List to export, subject to Team permissions, the Sys Ref, First Name, Middle Name, Family Name, DOB and Status Flag into an XLSX file.
Click Assign Teams to share the list with other Synergy Case Management teams where you are also a member of that team.
Click the required Team in the drop-down list and click Add Team.
The saved search results list will now be visible in My Lists.
The Global icon denotes global lists.
The Team icon denotes team lists.
Lists without an icon are visible to you only.
🤓 Tip: Lists can also be used when searching for a person record from a person select control by using the Search using lists check box at the bottom of the dialogue. This enables you to search using My Searches or My Lists.