To create and run a Compliance Accelerator search

1. Do one of the following:

   • To create a search that runs in multiple departments, click the Application tab in the Compliance Accelerator client.

   • To create a search that runs in one department only, click the Departments tab in the Compliance Accelerator client, and then click the required department in the left pane.

   • To create a search that runs in a research folder, click the Research tab in the Compliance Accelerator client and then click the required folder in the left pane.

   If Compliance Accelerator lists a lot of departments and folders, you can filter the list with the fields at the top of the pane.

2. Click the Searches tab.

3. Click New Search.

4. If you are creating a search that runs in a research folder, and you clicked All Research in the left pane, Compliance Accelerator prompts you to select a department with which to associate the search. Make your selection, and then click Search.

5. Enter the required search criteria.

6. Click Save to start an immediate search or queue a scheduled search to start automatically at the appointed time.

   Compliance Accelerator displays a preview list as soon as it finds a search result. You can immediately begin to read items from the preview display, and, if necessary, stop a search that does not return the results that you expect. Then you can refine the search criteria and perform the search again.

7. When the search has completed, choose whether to accept or reject the results. Note the following:

   • Compliance Accelerator does not add the captured items to the review set until you accept the search results. If you did not check Automatically accept search results, you must manually accept or reject the results.

   • If you reject the results of a search, Compliance Accelerator deletes it.

   • It is important that search results make sense because, after you accept the search, you cannot undo it.