Within all record lists there are various tools which will help you locate information within your records quickly and easily.
Instructions
Searching within a record
- Log into the platform BSIConnect.app
- Select the record type from the menu on the left (Actions, Checklists, Findings and Audits).
- To search the entire record list, use the search bar as highlighted below [1].
- Type the information full or partially into the search bar [1].
- Any records that contain that search parameter will display in the record list [2].
- To search the data within a column, use the
symbol.
- Each column has its own unique search criteria. For example, the title field is a text search whereas the due date field is a 'to' and 'from' date range search.
- To clear the search, select Clear all filters, located top right.
Sorting within a record
- The arrow on each column (highlighted below), sorts the data within that field alphabetically or numerically. To activate the sort, click the arrow until the data is sorted in the order you require.
- It is advised that only one column is sorted at any one time.
Filtering within a record
The filter header bar enables you to filter data and is available across all of the record views (record views being record lists, tile view, calendar view and chart view).
- Select a filter from the header bar.
In the example below, we are filtering out the 'draft' status records.
- Select Clear All Filters to reset the data to its original view.