Creating Search Templates

In IPRO 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.

In IPRO 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.
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.