Compliance Accelerator Research Folder Search will not allow the selection of individual Department members under Authors and Recipients

Problem

An Enterprise Vault (EV) Compliance Accelerator (CA) Research Folder Search will not allow the selection of individual Department members the Authors and Recipients of the Search criteria page.

Solution

While creating a new Search, clicking on the triangle to the left of the Department name (left pane) under the Authors and Recipients section of the Search criteria page to expand the Department membership causes the Department members and the triangle to disappear.  There currently are two possible workarounds to this issue.
 
Workaround 1:
 
Create the Search outside of any specific Research Folder. 
  1. From the Research Task Pane, click on All Research.
  2. Select Searches.
  3. Select New Search.
  4. From the Pop-up dialog box, select the Department that associated with the folder and then click on Search.
  5. Type in the name of the search.
  6. From the Save results in: drop-down menu, select the desired folder.
  7. Fill in other search criteria as needed.
  8. The Department under Message Route: should now be expandable so individual employees can be selected.
 
 Workaround 2:

Submit the Search under the required Research Folder, then Reject and modify the Search after it is submitted.

  1. From within the Research Folder, create a new search.
  2. Submit the search and allow enough time for the Search to be logged in the Database - usually 1 to 2 minutes should suffice.
  3. Reject the search to see the search criteria displayed for modification.  The post-Reject Search Criteria screen will now allow the Department drop-down to properly display the Employees.
  4. Select the required Employees.
    1. Click on the plus sign to the left of the Department name to display the Department's Monitored Employees listing.
    2. Uncheck the check box next to the Department name, which will also uncheck all of the check boxes next to each Monitored Employee.
    3. Check the check box next to each Monitored Employee that is to be targeted by the search.
  5. Submit the search.

 This issue has been resolved in Compliance Accelerator 10.0 SP4.  For more information, see DOC6264 in the Related Documents section below.
 

 

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