If your Laserfiche installation is licensed for Records Management features, you can also perform records management searches. These searches allow records managers to quickly locate records that need to be reviewed or processed. You can search for records using standard Laserfiche search options, the Records Management search options, or both. Moreover, advanced search syntax can be used to perform combination and Boolean searches, and you can also use wildcards.
If you are not a records manager and do not need to perform records management-specific searches, you can hide the records management search types from the Search Pane. See Configuring Search Settings: General for more information.
Tip: To see the advanced search syntax for a search, perform the search in the Search Pane with the Advanced Search option displayed.
Note: Records Management searches only return results that are located within a record series and searches that filter based on properties of cutoff instructions or retention schedules will not return records that do not have them assigned.
Records Management Searches
| Search Criteria | Description |
|---|---|
| Record series |
You can search for record series based on their code or their record series descriptions. Learn how to search for: |
| Record folders/records |
You can search for a particular record series, record folder, or record by name or entry ID. Learn how to search for: |
| Permanent records |
You can located records based on whether or not they are considered permanent. Learn how to search for: Note: If transfer or accession to NARA is configured for your repository, this option will be called "NARA Records". |
| Vital records |
This search will return all records that are either marked as vital or all records not marked as vital, depending on your configuration. A search for vital records can also be refined to find all vital records based on review date or review cycle. Learn how to search for: |
| Frozen records |
You can search for all records that are frozen or not frozen, or you can search for specific freeze reasons. Learn how to search for: |
| Cutoff |
You can search for all records that have or have been cutoff or are due for cutoff before a specific time, are associated with a specific cutoff instruction type (i.e., Event, Time, etc.), or are assigned a specific cutoff instruction (as defined by the records manager). Learn how to search for: |
| Disposition |
This search lets you find records based on the type of disposition they have been assigned, such as accession or destruction. Based on your selection, you can also search for records that are due for disposition. Learn how to search for: |
| Disposition authority |
You can search for records with a specific disposition authority. Learn how to search for: |
| Current location |
When records are transferred or accessioned, their location may change. This search lets you search for the current location of records. Learn how to search for: |
| Event type |
This search will return records based on assigned or set event(s). Learn how to search for: |
| Retention schedule |
This search will return all entries assigned a specific retention schedule. Learn how to search for: |
Note: You can hide Records Management search options in your Search Pane by clearing Show Records Management options in the Options dialog box.