Filter or Search Procedures

The Procedure list's header has controls to show only the Procedures you need: by status, by category, or by searching their text.

1. Select the Portfolio in the Navigation pane's Portfolios panel to show its Procedures.
2. Use the status, Filter, and Search buttons in the list pane header.

   

Show Procedures by status

The three status buttons show or hide Published, Draft, and Archived Procedures. Press a button to switch its status on or off. At least one status is always shown.

Filter by category

1. Press Filter.
2. Choose from the Keywords, Functions, and Sectors lists, which come from each Procedure's Categorization. Type in Filter Category Lists to narrow the lists.

   

Each choice appears above the lists. Press a choice's remove button to drop it, or Clear All to drop them all.

Search

1. Press Search.
2. Type in the search box. It matches the Procedure or Task name, objective, description, or detail.

   

Press the clear button at the end of the search box to see every Procedure again.

Related Articles

Overview

1. Procedures Overview
2. Procedure Writing Best Practices

Step-by-Step

1. Navigate to a Procedure
2. Update Procedure Info
3. Filter or Search the Exchange