Search

Goal

Complete the search task in BlueMatrix.

Who it is for

clerk

Preconditions

• You are signed in to the correct tenant.
• You have permission for this action.

Steps

1. Open Search from navigation.
2. Complete the on-screen fields for your case.
3. Save or confirm the action.
4. Verify the result on the detail or list view.

Result

The task is recorded in BlueMatrix.

Related

• Help home