Searches in F2
F2 offers multiple options when it comes to search. You can perform free-text and advanced searches, and you can use the cSearch module.
In F2 all users work in one shared archive. All emails to and from users, documents from the shared drives of the organisation, from users' PCs, etc. are collected here. This means that all information in F2 exists in one place only – in the aptly named “Archive”. F2 uses the “Archive” as a starting point when performing a search.
Lists and folders in F2 are all part of the “Archive”. You can search in any of the lists or folders displayed to the left in the main window. Simply click the desired list and perform a search.
Search options
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The free-text search is the simplest way to search. Free-text searches use free text, which you can combine with search operators. You should only use free-text searching in lists with limited amounts of data. |
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Advanced search: Use operators and search for specific metadata using advanced search to refine your searches. You can save an advanced search. Saved searches are dynamic, which means it will always be up to date with all records and cases matching your search. |
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Search for participants: You can search for internal and external participants in the participant register. Use related searches to keep track of which records and cases a given participant is involved with. |
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View your results: Searches will only yield results from the list you search within. F2 can display your results as records, cases, documents, and requests. |
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Sort your results: You can customise what information you see about your search results. To do this, adjust, add, and remove columns in the result list. This allows you to sort the result list to fit your exact needs. |
| Efficient searches start with clear labeling of records and cases. To make it easier for you and your colleagues to find your work, follow your organisation’s guidelines for everything from record metadata to naming of cases. |