1. Make sure the query category you want your created query to appear under is highlighted (i.e., Private Queries, Shared Queries).
2. To start a new query, choose one of the following options:
· Click Add on the Ribbon.
· Right-click in the listing pane, and select Add from the drop-down menu that appears.
3. A Create New Query dialog box will open.
4. Enter a title for the query in the Name field.
· By default, the system will name the new query, according to the template <New Query>.
5. Make sure the Query Category is correct. If you want to create a new Category, type it in this field.
6. From the Type lookup list, choose the record entity you would like Analysis Expert to search (e.g., Incident, Person, Case).
7. In the Description text box, identify the type of query and/or its purpose.
Note: The Description field can be left blank. The Name and Query Category fields must be filled in.
8. Click Add.
9. The new query entry will be added to the relevant record entry node. The Form(s) pane will automatically populate with the names of the selected record entity’s respective forms (e.g., Incident Details, Incident Flags, Incident Losses).
on the Ribbon. 