In order to search for a specific record you must first be in the correct place to do so.
How to search for a record:
1. Click on Cases
2. Click on the module you wish to search. Our example is Gynaecology.
3. You will then find the search field and filter options
How NOT to search for a record:
Your "Dashboard" is a snapshot of your SurgicalPerformance account. You can see records, but you cannot do much with them.
If you click on the different modules on your dashboard, it changes the pie graph accordingly and shows you a snapshot of the most recent records. You CANNOT search for your records here.