Before You Begin:

All Search screens in the LPG have filters to help you narrow down your search results. Some filters may come with default input values to help prevent the return of many results. With the introduction of Operators, you now have more flexibility to refine your searches even further.

NOTE: Only Orders that are relevant to your roles, workgroups, and Invoiced Entity are visible.

Exclusive Filters:

Each search screen on the LPG includes three primary search fields commonly used by users, such as Order ID, Matter ID, Claim Number or Invoice Number. The specific fields available may vary depending on the screen you are using.

Primary search fields are mutually exclusive, meaning that if one is used, any additional search criteria entered in the lower section will be ignored. (See below.)

Secondary Filters:

Across the different search screens, you will come across the following:

1. Operators (N1)
2. Dropdown Lists (N2)
   • Allows you to select a single value from a predefined list of up to 30 items.
3. Magnifying Glass Icons (N3)
   • For larger lists, or when there are multiple columns of data that need to be displayed, clicking the magnifying glass will open a pop-up. This helps you quickly find a specific value. Once you select an item, it will be entered into the filter field.
4. Text Search Fields (N4)
   • In text fields, you can use operators to search for parts of a word, and the system will find matching entries.
5. Date Picker (N5)
   • For date-related fields, you can use the date picker to select a specific date or use operators to dial in your results.
6. Custom Search Attributes (N6)
   • CSP System Administrators can create custom fields on Orders or Matters. Use the Search Attribute fields to perform searches based on these fields.
   • This can be done by:
     • Selecting the custom field you want to filter by from the dropdown list.

Note: By default, the start date is set to one year prior to the current date.

How To Search For Matters, Orders and Invoices

How to Search for Matters:

1. Navigate to the Matter drop-down.
2. Click Find Matters
3. Enter your Claim Number, Matter ID or Order ID in the appropriate field. If you don’t have a specific value, use the additional filters below to narrow your search results.
4. Click on Search

How to Search Matters by Order:

1. Navigate to the Matter drop-down
2. Click Find Matters
3. Enter your order number in the Order ID field
4. Click on Search

How to Search For Orders:

1. Navigate to the Matter drop-down
2. Click Find Order
3. Enter your order ID or Claim Number in the appropriate field. If you don’t have a specific value, use the additional filters below to narrow your search results.
4. Click on Search

How to Search For Invoices:

1. Navigate to the Invoices drop-down
2. Click Find Invoices
3. Enter your Invoice Number, Claim Number or Order ID in the appropriate field. If you don’t have a specific value, use the additional filters below to narrow your search results.
4. Click on Search