Step 7: Assigning Quick Searches to the Role

1. Open the Roles window and select the Quick Searches tab to assign specific Quick Searches for the role.  The grid displays a list of each Quick Search that has been associated with the role.
2. To add a Quick Search to the role, click the Add button.  The Select Quick Search dialog is displayed.  All Quick Searches that have not already been associated with the role are displayed in the grid
   1. To locate a Quick Search in the displayed list, enter a text string located within the item and click Search.  The Smart Form containing the text string will be displayed in the grid.  Click the Clear button to refresh the grid.
   2. Select one or more Quick Searches and click OK.
   3. The selected Quick Search will be associated with the role on the Quick Searches tab.
3. To delete a Quick Search from the role, select the Quick Search and click Remove.
4. Continue this process until all appropriate Quick Searchers have been associated with this role.

Step 7: Assign Permissions