ECERT: How to View and Manage Saved Searches

• Go to ECERT.
• 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.

• Click the down arrow and choose the Manage Saved Search option.

• To modify the search criteria related to a saved search, click the Edit icon.
• To share a saved search collection with colleagues, click the 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.
• To delete a saved search, click the Delete icon.

• To view the list of effort reports collected in a saved search, click the View icon, or the name of the search.
• 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.
• 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.

• On the Manage Saved Searches page, click the Subscribe button at the bottom left corner of the screen.
• 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.
• Click on the appropriate column header to sort the results by PI Name, Home Department, or Home Department Code.
• Navigate through the search results by using the buttons at the bottom of the displayed results.
• 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.

• 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.