Creating Search Templates

In NetGovern Search, you can save the search criteria in a search tab as a template. This can simplify things if you need to replicate the search in another tab, or in another audit. You can also make your search template accessible for others to use in their own searches.

NOTE
In NetGovern Search, Audit Managers can create search templates for other Audit Managers and for Auditors to use. In turn, Auditors can create search templates for other Auditors as well as for Audit Managers.
IMPORTANT
Search keywords can contain confidential information. Ensure that there is no confidential information being shared with the wrong parties in your templates. Take time to note which Audit Managers and Auditors will have access to your templates.