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ECERT: How to View and Manage Saved Searches  
 
Summary: Learn how to view, modify, share, and delete your saved searches, establish a default screen in the ECERT system, and subscribe to a PI's "MyProjects" list.

Note: The steps below show an overview of the complete process. If you need more detailed ECERT training, see ECERT Job Aids, or attend the Effort Reporting class.

What to do How to do it
1 Access the ECERT system.
  1. Go to ECERT.
  2. Log in using your UCSD Single Sign-On.
If you don't have a Single Sign-On account, contact your Departmental Security Administrator or self-register.

2 Navigate to the Manage Saved Search section.
  1. Click the down arrow down arrow and choose the Manage Saved Search option.
3 Edit, share, or delete saved searches.
  1. To modify the search criteria related to a saved search, click the edit icon Edit icon.
  2. To share a saved search collection with colleagues, click the share icon Share icon.
    • In the e-mail window, enter the recipients' e-mail addresses, and click Send.
    • The recipients receive an e-mail invitation to save your search to their the list of saved searches.
    • Once the recipients accept, the shared search will appear on their saved search list.
  3. To delete a saved search, click the delete icon Delete icon.
4 View a saved search.
  1. To view the list of effort reports collected in a saved search, click the view icon View icon, or the name of the search.
  2. You can tailor the search results by status.
    • Click the Show Status drop-down menu.
    • Choose the status you want to review from the list.
  3. To tailor the search results by reporting period:
    • Check the Select radio button.
    • Click the Reporting Period drop-down menu.
    • Choose the reporting period you want to review from the list.
5

Subscribe to a "MyProjects" list.

  1. On the Manage Saved Searches page, click the Subscribe button at the bottom left corner of the screen.
  2. Find the PI you want by:
    • Entering the PI's name, employee ID, or department code in the appropriate search criteria field
    • Click Update Filter. Your search results will appear.
  3. Click on the appropriate column header to sort the results by PI Name, Home Department, or Home Department Code.
  4. Navigate through the search results by using the buttons at the bottom of the displayed results.
  5. Locate the PI whose list of MyProjects you want to view, and click Subscribe. That PI's MyProjects list will display in your saved searches list until you choose to delete it.
6 Establish a default ECERT screen.
  1. You can establish or change the default page that opens when you log in to ECERT by:
    • Going to the Manage Saved Searches page.
    • Clicking the radio button next to one of these options:
      • Display my default search as defined above opens with the particular search you mark as the default on the searches listed.
      • Display the Edit Search page opens on the Editing Search page.
      • Display the Manage Saved Searches opens to the list of saved searches.
      • Display the search results from my last session opens to the search you were viewing when you closed your last session.


Need help? Submit a request to ECERT help with one of the following requests as the subject line:
  • Create permission and roles
  • Add additional employees to the database
  • Edit the Cannot Certify list
  • Update the employee PI indicator
  • Update effort report status


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Last reviewed/updated on May 01, 2008 (see more info)
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