1. Enter the search criteria in any of the available fields:

    • Text search: Enter any search terms. The application returns information for retention schedules which match these terms.

    • Retention ID: Enter the ID of the retention schedule.

    • Jurisdiction: Enter the jurisdiction for the retention schedule. An example might be a state, province, or municipality.

    • Research date: Specify when the retention schedule was last reviewed or approved.

  2. Select OK to return to the New Report dialog.

  3. Select OK.