What standard saved search views are available for use in Softdocs etrieve?

Audience/Target Users

• Faculty

• Staff

What You Need Before You Start

• Approved system security access for Softdocs etrieve.

• If you are unsure which security group you need, submit a help ticket through the Service Desk.

Steps to Complete the Task

Accessing the Softdocs etrieve System

1. Go to the Softdocs etrieve Content login page at https://charlotte.etrieve.cloud/content.

2. Log in using your NinerNet email and password.

Establishing Saved Searches

1. Select the search you want to use from the list below.

2. Click any column header to modify the sort order. Reverse the change if desired.

   • Note: Modifying the sort order is required to retain added columns in your custom version of the search.

3. Click Save in the top-right corner of the screen.

4. Enter the search name based on the link you accessed, then click Save.

5. Repeat these steps for any additional searches relevant to your role.

Important Notes or Exceptions

• Because standard saved searches may change periodically, append your initials to the end of the saved search name (e.g., SearchName_JS). This ensures you can easily substitute new standard versions while keeping your personal copy unique.

Available Standard Saved Searches

Academic Affairs

• AA Academic Affairs By Box Number
• AA Academic Affairs By Document Type and Date
• AA Academic Affairs By Document and Date
• AA Academic Affairs Transcripts By Level
• AA Academic Affairs - Ext. Viewer By Faculty Member
• AA Academic Affairs - Faculty Qual By Faculty Member
• AA Academic Affairs - Faculty Qual AA 21
• AA Academic Affairs - SHRA
• AA Academic Affairs - Transcript By Faculty Member
• AA Academic Affairs - Tuition Waiver
• AA Academic Affairs - Wk Verification By Faculty Member

Accounts Payable and Travel

• All Documents (AP-TR) By Initiator
• All Documents (AP - TR) By Initiator - External Viewer
• AP Documents - Direct Deposit By Vendor
• AP New Documents Created During Prompted Date Range
• AP In Process Documents
• AP-TR Documents - ACH Rejects-Reversals By Document Number
• AP-TR Documents - Confidential By Vendor
• AP-TR Documents - Voids By Vendor ID
• TR Documents - Delegated Authority Report
• TR Documents By Vendor/Traveler
• TR Documents By Initiator
• TR Documents - Travel Authorizations By Vendor/Traveler
• TR Documents - Travel Authorizations By Initiator
• TR Documents - Vendor
• TR New Documents Created During Prompted Date Range
• TR In Process Documents
• Pre-Pay TR Documents

Bursar (fka SAO)

• BUR CC Book Receipts
• BUR Bursar Documents
• BUR Bursar-PBRs (Pmt Bk Rcpts)
• PBR Card Summary

College or Arts and Architecture

• COAA Coll of Arts and Architecture
• COAA Personnel-Art and Art History
• COAA Personnel-CoAA Dean
• COAA Personnel-Dance
• COAA Personnel-Music
• COAA Personnel-Performing Arts Services
• COAA Personnel-School of Architecture
• COAA Personnel-Theatre

Division of Research (fka RED)

• DR Documents
• DRBP By Requested PostDocs
• DRBP By Document Type
• DRBP By Name
• DR PostDoc Insurance Enrollment Requests
• DR PostDoc Documents
• DR Single Audit Form
• DR Student Educational Awards
• DR PCF Cost Share by Date
• DR PCF by PI Name
• DR By PCF Grant #
• DR By PCF ID

eCommerce

• EC eCommerce
• EC To Be Filed
• EC By Initiator Name
• EC By Merchant Account
• EC By System
• EC STMS Account Number

Enrollment Management Residence

• EMR Documents - Business Office
• EMR Documents - Residency By Creation Date
• EMR Documents - Residency By Notes
• EMR Documents - Residency By Document Type
• EMR Documents - Residency By Student ID
• EMR Documents - Residency By Lookup

Facilities Management

• FM Archives by Building Code
• FM Archives by Document Type - Bids
• FM Archives by Document Type - Brochures
• FM Archives by Document Type - CAPP Documents
• FM Archives by Document Type - Construction Drawings
• FM Archives by Document Type - Contracts
• FM Archives by Document Type - Correspondence
• FM Archives by Document Type - Drawings
• FM Archives by Document Type - Emails
• FM Archives by Document Type - Indexes
• FM Archives by Document Type - Information
• FM Archives by Document Type - Instructions
• FM Archives by Document Type - Invoices
• FM Archives by Document Type - Manuals
• FM Archives by Document Type - Quotes
• FM Archives by Document Type - Reports
• FM Archives by Document Type - Shop Drawings
• FM Archives by Document Type - Specifications
• FM Archives by Document Type - Warranties
• FM Capital Projects Invoices By Initiator
• FM Capital Projects Invoices By Purchase Order
• FM Capital Projects Invoices By Vendor Invoice

Financial Aid

• FA FinAid Employee File By Employee
• FA FinAid Email WF Documents
• FA FinAid HEERF Fund Authorization
• FA FinAid Laptop Grant
• FA FinAid Processing WF Documents
• FA Financial Aid By Document Type
• FA Financial Aid By Document Type and Student
• FA Financial Aid By Student
• FA Financial Aid SAP Requests By Aid Year
• FA Financial Aid - Fund Requests

Financial Transaction Requests

• Financial Transaction Requests (FTR) By Initiator (Use Employee Lookup)
• Financial Transaction Requests (FTR) By Initiator and Approver (Use Employee Lookup for Initiator)
• Financial Transaction Requests (FTR) By Document Date and Description
• Financial Transaction Requests (FTR) By Initiator and Document Number (Use Employee Lookup for Initiator)
• Financial Transaction Requests (FTR) By Initiator and Correcting Document Number (Use Employee Lookup for Initiator)
• Financial Transaction Requests (FTR) By Effective Date (MM/DD/YYYY)
• Financial Transaction Requests (FTR) By Legacy FTR ID (Perceptive FTR ID)
• Financial Transaction Requests (FTR) By Submission ID (Softdocs FTR ID)
• Financial Transaction Requests (FTR) By Initiator and Fund Level (Use Employee Lookup for Initiator)
• Financial Transaction Requests (FTR) By Fund 
• Financial Transaction Requests (FTR) By Fund and Account
• Financial Transaction Requests (FTR) By Position Number
• FTR Documents (non-COA 1) - Auditors By Document Date

General Accounting

• GA General Accounting By Initiator
• GA General Accounting - Confidential By Beneficiary

Graduate

• GR Graduate By Date Range/NinerNet ID
• GR Graduate By Document Type
• GR Graduate By Final Grad Audit
• GR Graduate - AY Application File
• GR Graduate - Confidential
• GR Graduate Faculty
• GR Graduate Pre-Banner By Student Lookup

Human Resources

• HR Benefits By Employee
• HR Class and Comp By Position
• HR Employment By Document Type
• HR Employment Disability By Employee
• HR Employment - ESC Report
• HR Employment - Tax Forms
• HR Employment - IP Limited
• HR Employment - Limited
• HR Employment - Learning & Dev View
• HR Human Resources By Employee/Position
• HR MCD Documents By Employee
• HR Telecommute - One Day Only
• HR Telecommute-Remote Work - OneIT
• HR Telework-Remote Work Agreements By Employee
• HR Telework-Remote Work Renewals By Employee
• HR Telework-Remote Work Renewals - OneIT

Institutional Research

• IR Institutional Research By Year and Document Type

International Student Scholar Office

• ISSO Financial Documents - Students
• ISSO Financial Documents - Tuition Increment

Military and Veteran Services

• MVS Military & Veteran Services By Student

Niner Central

• NC Niner Central

Office of Adult Students and Extended Services

• OASES Adult Students and Extended Services

OneIT Sponsored Guest Accounts

• OneIT SGA Documents

Payroll

• PAY Payroll By Employee ID
• PAY Payroll By Employee Lookup
• PAY Payroll By Document Type
• PAY Payroll - External Viewer By Employee ID
• PAY Payroll - External Viewer Moving Reimbursement Pre-Approvals
• PAY Payroll - Voids

Purchasing Card

• PCRD Processing
• PCRD By Initiator
• PCRD Form Status by Date
• PCRD Notes Pickup Status

Registrar

• REG By Lookup (Name, ID)
• REG By Document Type
• REG Assign To
• REG Send To Group
  • Send to Grad
  • Send to UG
  • Send to FinAid
  • Send to REG
• REG Undergrad By Created Date and DocType
• ​​​​​REG ABET View
• REG Confidential by Term
• REG Curriculum by Created Date
• REG Tuition Surcharge
• REG Undergrad - Athletics
• REG Athletics Confidential
• REG Undergrad - SHC
• REG Undergrad by Legacy IDS ID
• REG Verification  - New
• REG Consortium - New
• REG Credit by Exam Form - New
• REG Transcript by Term
• REG Transcripts - New
• REG Fixed Tuition Waiver
• REG Demographic Change
• REG Directory of Disclosure
• REG Senior Citizen Course Audit
• REG Senior Citizen Course Audit by Term

Reporting and Fixed Assets

• RFA Reporting and Fixed Assets

Tax

• TAX ICC Documents

Treasury Services

• TS Treasury Services By Document Type
• TS Treasury Services By Document Type and Document Date
• TS Treasury Services By Initiator Name
• TS Treasury Services - Foundation
• TS Treasury Services - Fund Archives By Fund Name
• TS Treasury Services - Fund Archives By Fund Number
• TS Treasury Services - Fund Archives By Org Code
• TS Treasury Services - Fund Archives By Org Desc
• TS Treasury Services - Fund Archives By Program Code
• TS Treasury Services - Fund Archives By Program Name

Undergrad

• UG Admissions By Student
• UG Admissions - External Viewer By Student

University Advancement

• UA Advancement
• UA Business Office By Document Type and Date
• UA Donor Documents By Donor Name
• UA Fund Documents By Donor Name
• UA Gift and Pledge By Document Type

University Honors Program

• UHP University Honors Program

University Scholarship Office

• USO University Scholarship Office By Student

Venture Outdoor Learning

• VOL Venture Outdoor Learning By Event Name
• VOL Venture Outdoor Learning By Event Date Range
• VOL Venture Outdoor Learning By Participant/Group Name
• VOL Venture Outdoor Learning By Document Type

Contact Information

If you need additional assistance, please submit a request to the Service Desk.