Advanced Search

An advanced search is useful for locating GTS cases when the case file number is not readily available. It can also be used when you want to locate more than one case at a time, such as finding all cases that were filed last month.

The advanced search function is accessed by clicking the Advanced Search link on the Dashboard. The Guardian Case Search screen opens.

Searching by Case Participant Criteria

Searching by case participant criteria can be useful for finding all cases for a guardian or interested party or those filed within a particular date range.

To search for cases by case participant criteria, perform the following:

For the Search Type, select Case Participant from the dropdown.

The County defaults to your county but can be changed, if needed.

Click on the Person/Organization dropdown and select the appropriate option for the type of participant you want to use for the search.

Based on whether you selected Person or Organization, enter the participant's Last Name or Organization Name or EIN.

(Optional) To further narrow the cases that will be returned in the search, enter the First Name when searching for a person.

(Optional) To further narrow the cases that will be returned in the search, select a case participant Role.

(Optional) To further narrow the cases that will be returned in the search, select a Case Status.

(Optional) To further narrow the cases that will be returned in the search, enter a Filed Date range.

Click the SEARCH button.

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Review the search results and perform one of the following:

a.	If the case is found and you need to review more details or perform other case functions, click the View Case Details icon for that row to open the GTS Case screen.
b.	If the case or cases needed are not found, you may try changing or removing some of the criteria used and search again. Sometimes using less search criteria can be more effective.
c.	To start a new search, you may click the CLEAR button to begin entering criteria again.
d.	If you have finished reviewing the information on the screen, you may return to the Dashboard.

Searching by Case Filed Date

Searching by case filed date is useful for seeing a range of cases.

For the Search Type, select Filed Date from the dropdown.

The County defaults to your county but can be changed, if needed.

(Optional) To see cases in a specific Case Status in a date range, select it from the dropdown. To see all cases in the date range that will be used, leave this field blank.

Enter the Filed Date range in which you want to view cases.

Click the SEARCH button.

Review the search results and perform one of the following:

a.	If the case is found and you need to review more details or perform other case functions, click the View Case Details icon for that row to open the GTS Case screen.
b.	If the case or cases needed are not found, you may try changing or removing some of the criteria used and search again. Sometimes using less search criteria can be more effective.
c.	To start a new search, you may click the CLEAR button to begin entering criteria again.
d.	If you have finished reviewing the information on the screen, you may return to the Dashboard.

Searching by Case File Number

This search type is the default since searching by case file number is the most common method to open a case and you will frequently return to the Guardian Case Search screen after performing a number of GTS functions.

For the Search Type, select Case File Number from the dropdown, if not already selected.

The County defaults to your county but can be changed, if needed.

Enter the Case File Number. This should be entered exactly as it was formatted when the case was created. Dashes (-) can be omitted.

Click the SEARCH button.

Review the search results and perform one of the following:

a.	If the case is found and you need to review more details or perform other case functions, click the View Case Details icon for that row to open the GTS Case screen.
b.	If the case or cases needed are not found, you may try changing or removing some of the criteria used and search again. Sometimes using less search criteria can be more effective.
c.	To start a new search, you may click the CLEAR button to begin entering criteria again.
d.	If you have finished reviewing the information on the screen, you may return to the Dashboard.