Searching for a Guideline

There are multiple Filters you can apply when searching for a Guideline.

  • Status
    The Status of the Guideline:
    All,Archived, Draft, In Review, or Published.

  • Owner
    Select the Owner from the drop-down list or start typing the owner's name.
  • Start
    Select a Start date from the Calendar.
  • End Date
    Select the End date from the Calendar.
  • Author Review Expiry
    Search for any Guideline with a Review Date:
    All, Author review overdue, Author review due within a month, Author review due within 2 months or Author review due within 3 months.
  • Peer Review Deadline
    Search for any Guidelines containing Peer Reviews:
    All, Peer review overdue, Peer review due within a month, Peer review due within 2 months or Peer review due within 3 months.
  • Type
    Find any Guidelines by type:
    All, Guidelines or Templates.
Note - The All option returns all the Guidelines regardless of status. For example, All under Peer Review returns all records with and without a Peer Review status.

Using Filters

  1. Select the appropriate Filters.
    For example, a specific owner, and Peer review overdue.

  2. Select Apply Filter.
    The results display.

  3. If you are an Administrator, you can select Save Default to save the filters as a default for your Organisation.

  4. To remove an active Filter select Clear Filter.