Search and Filter Rounds, Issues, and Actions

Use search and filters when you need to find a specific round, Issue, or Action without scanning every record in the list.

Search the list. When you know the name or a keyword for a round, Issue, or Action, search the list instead of scrolling through it.
  1. Tap the Search bar at the top of the Rounds, Issues, or Actions screen.
  2. Type the name or a keyword for the round, issue, or action you are looking for.

    For example, enter Boiler Inspection to find rounds related to boiler inspections.

    The search results show every round, issue, or action that matches your keyword.

  3. Tap the result to view or update the round, issue, or action details.
Filter the list. When a Rounds, Issues, or Actions list is too long to scan, filter it on values such as Due Date and Status to show only the records you need.
  1. Tap the Filter icon at the top right in the Rounds, Issues, or Actions screen.
  2. In the window, select the filter values you need from the drop-down.
    • For My Rounds, select Due Date and Status values.
    • For Open Rounds, select Due Date, Created By & Rounds (with or without User Group) values.

    For example, select Status = In Progress.

  3. Tap Apply to refine your results.
    The filtered results are displayed.

    Tap Reset to clear the filter.

    Figure 1. Filter My Rounds


Having trouble finding something or completing an action? See Troubleshoot Common Problems.