Using Filters to Search

Filters are used to search for a particular item that you want within Assurance, and can be applied to any list screen(Assurance, Actions, Checklists etc) as well as Reports. For this article we will be using the Registers list screen as an example, but the process is the same.

First navigate to the Registers and Forms list that you want by clicking on Registers at the top of the screen and selecting a template:

Then on the list screen click anywhere on the filter bar to open the filter modal:

The filter modal will have filters pre-selected based on the columns you are using for the list:

To apply a filter from the modal go to the field you want to filter by, then either select a value or enter in the value that you are filtering on:

Note: you do not have to use the filters that are pre-selected in the modal. At the bottom of the modal there is an option to Add Another Filter:

This lets you add a filter that has not been pre-selected based on the columns.

Once you hit apply, the list will now be filtered to only show you records that match the filters you have applied: