Filter or Search Procedures

Step-by-step instructions: Filter or Search your Procedures
Written by Keith Gillette
Updated 1 month ago

The Procedure list panel header contains controls for filtering and searching your Procedures.

  1. Navigate to the Manual to display Procedure List Panel.
  2. Use the Filter or Search icons to filter Procedures by status or search for a Procedure by term, description, or detail.

Filtering Procedures

Procedures may be filtered by Status: Published, Draft, or Archived. (One option must always be selected)

Searching Procedures

Procedures can be searched by a term in Procedure or Task Name, description, or detail . 

  1. Click on the Search icon at the top of the Procedure List Panel to display the Search Box. Enter the details of the procedure you wish to search. 

Related Articles

Overview

  1. Procedures Overview
  2. *Procedure Writing Best Practices- See Naming Procedures & Describing Procedures sections.
  3. Manual Roles

Step-by-step

  1. Add a Step to a Procedure
  2. Reorder Procedure Steps
  3. Promote/Demote Procedure Steps
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