Setting Find Tool Profiles

The Polaris Find Tool is the basic tool for finding and working with records and other objects in the staff client and generating ad hoc reports. You can set default values for the Find Tool that specify result limits, the use of initial articles, and the languages available for scoping. Find Tool settings are available on the Staff Client tabbed page for profiles. In general, these profiles can be set for each organization, workstation, and staff member. However, the Find Tool: Filter search results by permission can be set only at the system level. When this profile is set to Yes, only records for which the user has access permission are returned in the search results list. When the profile is set to No, records for which the user does not have access permission are also returned (except those owned by other individual staff members).