Search and Filter Action Plans
Objective
To search for and filter action plans.
Things to Consider
- Required User Permissions:
- 'Read Only' level permissions or higher on the project's Action Plans tool.
- Additional Information:
Steps
Note
Search terms and applied filters respect each other's parameters. In other words, if you have applied one or more filters before starting a search, the search results only include items applicable to the filters.
Search the Action Plans List
- Navigate to the project's Action Plans tool.
- Enter a keyword or phrase in the 'Search' box and press ENTER on your keyboard or click the icon.
The following fields from action plans can be searched:
- Name
- Type
- Plan Manager
- Number
- Location
- To clear your search terms, click the X in the 'Search' box.
Apply Filters to the Action Plans List
- Navigate to the project's Action Plans tool.
- Select a filter from the 'Add Filter' drop-down menu.
The following filters are available:
- Press ESC on your keyboard.
- Optional: Repeat the steps above to add more filters.
- To clear one filter, click the X next to its name.
- To clear all filters, click Clear All.