How do I search by Security Group or Branch Code?

Mary Beth Janson -

Multi-site Location Reporting allows users to sort or filter custom searches by Security Group, (or Branch Code for HCHB users), to narrow down results by location. This is useful for organizations that use multiple security groups to represent different teams, departments, or locations. 

This option is available in the hamburger menu on the Cases page and the Archive page. 

1. To sort or filter your custom search by Branch or Security Group, use the dropdown menu and select Branch. 

2. Select Update View to refresh your results.  

The results will now reflect the specific Branch or Security Group as indicated in the newly added Branch column shown below. 

 

Be sure to clear other filters that may be applied to your custom search prior to sorting or filtering by Branch in order to ensure correct results. 

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