Explore section

Navigate through all the content in your organization

All-In-One

Explore is your exclusive section where you'll discover all the content generated within your organization. It's an easy way to search, filter, and access all Revs, Routines, Findings, Tasks and Challenges—all conveniently located in one place.

Benefits:

Search anytime, anywhere inside the platform
Search for Revs, Routines, Findings, and Challenges
Receive suggestions as you search
Refine your search with Filters
Personalize and adjust your search
View your results in a card or list view
See your recent search history

Filters

How do I get my results?

By default, the Explore section displays results from the Site where you are configured. These initial results are based on the most recent activity or content from your site.

Your default view includes four inputs: Site, Content type, Status, and Role.
The initial view focuses on your site and the latest content by default.


If you need additional filtering options, you can always add more filters using the “+” button: Assignees, Categories, Completed date, Condition, Countries, Creation date, Due date, Priority, Site groups, Tag groups, Tags, and Validation.


Apply Selection: Whenever you make a new selection, the “Apply” button will turn blue, allowing you to click it and display the specified search results.

Save Your Filters

My Filter list

Every time you create a new set of filters or make changes to an existing one, you can use the “Save Filter” button to add it to your “My Filters” list.


When you click the “Save Filter” button, a pop-up will appear prompting you to name your new filter. Please note that the name cannot exceed 40 characters.


Creating Your List in “My Filters”: Once you've saved a filter, it will appear in the dropdown list under "My Filters."


Managing My Filters: We want to make it easy for you to access and edit all your filters. Clicking on “Manage My Filters” will open the editor for your list, allowing you to Pin, Rename, or Delete your filters.

Pin my filters

Pin a specific filter to my board

Access your most frequently used filters with ease. Click on the Pin icon to pin the selected filter to the main view of Explore. Once you've pinned your saved filter, you'll have instant access to the same selection from the board with just one click.


You can pin up to 3 filters, and once pinned, they will always be visible on your Explore view.
If you select another filter from the "My Filters" list, the pinned filters will temporarily retract to display the newly selected filter from the list.



Tips and Suggestions:
* Customize Your Site Selection: You have the option to remove the default Site selection if needed.
* Choose Your View: Utilize the cards view or list view based on your preferences and requirements.
* Explore Filter Options: Each filter comes with its own dropdown of options, allowing you to start filtering easily.
* Easily Remove Filters: Hover over a filter to reveal the remove icon. Removing a filter temporarily removes it from your search results.
* Combine Filters: Combine different types of filters to obtain specific results tailored to your needs.
* Ensure Compatibility: Selected filters must be compatible to return results. If they are not, adjust the filters accordingly.
* Utilize Location Filters: Use location filters to find content within specific locations.
* Organization-Wide Search: Leave any selected filter blank to obtain results from the entire organization.
* Sort Your Results: Sort your results by coincidence, newest, oldest, A-Z, or Z-A to organize your findings.
* Utilize the Search Bar: Use the search bar for quick access to specific content within your search parameters.

¿What are localization filters?

Localization filters allow you to refine your search based on specific locations within your organization. Here's what each filter entails:

Site: This filter defaults to your assigned location. To view content across the entire organization, remove the default site selection.
Site Groups: These are customizable groups, formerly known as Business Units, created within the organization.
Countries: Access content from all available countries across the organization, enabling global search capabilities.
Tags: Customizable labels assigned to departments, areas, or processes within the organization.
Tag Groups: These are group names associated with departments, areas, or processes, providing further categorization for tags.

View Modes:

View as Cards:

In this mode, search results are displayed in a card format, featuring essential data such as activity name (Rev type/Finding/Routine/Challenge), icons, content images, status, creation date, author, and tags.

View as List:

Opt for list mode to display results in a list format. Customize the displayed columns to view comprehensive information and sort the columns to enhance result clarity and organization.

"View as cards"

Search

Gain direct access to locate the right content of Revs, Routines, Findings, and Challenges from anywhere on the platform using the Search bar.

With similar functionality to Explore, it offers an effortless way to access the information you need.

Find results using specific keywords.
Highlighted search results: Your search results will be displayed and highlighted in yellow, making it easier for you to locate data that exactly matches your search terms.
Receive search suggestions as you type.
Pressing "enter" or accepting your search will automatically redirect you to the Explore section, where you'll find all the matching results. This allows for quick access to the Explore section, where you can utilize various filters and features.
View your recent search history: The search bar will display your recent search history, enabling you to access your previous searches. Click on the bar to view your recent history. You can choose to clear individual words or clear the entire history if desired.

Updated on: 23/04/2024