Search Filters
From the dashboard, click the search tab and choose more filters.
Using the Filters Panel to Search for Improvements
The Filters panel allows you to narrow down your improvement records using multiple criteria. This helps you quickly find specific improvements in your database. To use the Filters functionality:
- Access the Search page from the navigation menu
- Click the Filters button to open the advanced search panel
- Enter your search criteria using any combination of filters:
- Code (direct entry field)
- Source (dropdown selection)
- Created By (dropdown selection)
- Effort level (dropdown selection)
- Priority (dropdown selection)
- Process/Project (dropdown selection)
- Customer/Supplier (dropdown selection)
- Category/Tag (dropdown selection)
- Date ranges for: Due dates, Creation dates, and Completion dates
After setting your desired filters, click the purple “Search” button to execute your query.
The results will display in a table showing Code, Summary, Status, Created By, Owner, Due Date, and Priority.
You can clear all filters at once using the “Clear” button or close the panel with “Close” if you want to keep your current view. For additional filtering options, use the “More Filters” button in the main search interface.