Searching by Whether a Record is Vital

A search can be performed that will return all records that are or are not marked as vital, or you can search for all vital records that are ready for review. Vital record searches can be refined to find all vital records based on their review date or review cycle. Or, search for vital records using advanced search syntax.

Tip: Leave the field for one end of the date range blank to search for reviewed before date (blank field for start date) or reviewed after date (blank field for end date).

Note: A search for vital records will not return entries that are not filed within the records management file structure.

To search for records by vital status

  1. Open the Search Pane by clicking the Search button from the toolbar.
  2. From the Records Management Search drop-down menu, select Vital Records.
  3. From the Vital Records search box, do one of the following:
    • To find all records that are not vital, select Find non-vital records.
    • To find all vital records, select Find vital records.
  4. Click Search at the bottom of the Search Pane.
  1. Open the Search Pane by clicking the Search tab.
  2. Click Records Management from the Select a search type drop-down menu. Select the checkbox next to Vital Records, and click OK.
  3. From the Vital Records search box, do one of the following:
    • To find all records that are not vital, select Find non-vital records.
    • To find all vital records, select Find vital records.
  4. Click Search at the bottom of the Search Pane.

To search for vital records by review date or review cycle

  1. Open the Search Pane by clicking the Search button from the toolbar.
  2. From the Records Management Search drop-down menu, select Vital Records.
  3. In the Vital Records search box, select Find vital records.
  4. Select one of the following in order to search by date period or review cycle.
    • Find records that have been/need to be reviewed between, then select a date period.
    • Find entries with the following review cycle, then select a cycle from the drop-down menu.
  5. Click Search at the bottom of the Search Pane.
  1. Open the Search Pane by clicking the Search tab.
  2. Select Records Management from the Select a search type drop-down menu. Select the checkbox next to Vital Records, and click OK.
  3. In the Vital Records search box, select Find vital records to search for all records that are marked as vital.
  4. Select one of the following in order to search by date period or review cycle.
    • Find records that have been/need to be reviewed between, then select a date period.
    • Find entries with the following review cycle, then select a cycle from the drop-down menu.
  5. Click Search at the bottom of the Search Pane.