Managing Your Saved Searches

This guide explains how to create saved searches using filters, apply saved search criteria, and remove saved searches when they are no longer needed.

How to Create a Saved Search

Step 1: Go to Filters

  • Navigate to the Filters section in the system.

Step 2: Open Saved Search Options

  • Click Manage Saved Searches or Create Saved Search.

Step 3: Enter Search Details

  • Enter a Name for your saved search.
    • Example:
      • Diabetes Courses
      • Diabetes Update Programs
  • Add a Description explaining what the saved search is for.

Step 4: Select Filter Criteria

  • Apply your desired filters, such as:
    • Course Name → Contains → Multiple values (if needed)
    • Any other relevant criteria.

Step 5: Create Saved Search

  • Click Create / Save Search.
  • You will see a success notification on the top right corner confirming the search was created.

Step 6: Apply Saved Search

  • Go to the Saved Search dropdown menu.
  • Select the saved search name.
  • Click Apply to activate the filters.

How to Delete a Saved Search

Step 1: Open the saved search you want to remove.
Step 2: Clear or delete:

  • Search Name
  • Description

Step 3: Click Update Saved Search
The saved search will be removed after updating.