Save Search Criteria

Overview

Optimiz provides a time saving feature that enables searches to be saved for later use. This is useful to avoid rebuilding the same search criteria for loads each time after logging in to Optimiz.

When Should I Save a Search?

Prerequisites

Before saving a search:

Log in to Optimiz. See Log In to Optimiz.
Access the Load Management page. See Access Load Management and Load History.
Add search criteria. See Search for Active Loads.

Process

To Save a Search:

Click the icon.

The Save Search dialog box opens.

Type a name in the Name field.
To make the search available for other users, click Save as Shared Search.

In the Roles dialog box, select the check boxes next to each user role that should have access to the search.
Click x to close.

Click Save Search

A saved search can be made to run automatically each time the page loads by selecting Make It Primary.