There are several ways to search and find an Activated Checklist Instance or running processes including:
from your dashboard to view your own active checklist instances
by conducting an Instance Search via the search field from the dashboard
from the Activity Tab available from the Master Activated Checklist / Master Process
Accessing Activated Checklist Instances from the Dashboard
You can use the Search function to quickly locate a specific Activated Checklist Instance from your dashboard.
To begin, click the View All link in the bottom right corner of the Checklists tab on the dashboard.
Click the magnifying glass icon to the top right of the list to open the search box.
Type the word or phrase you want to search for and hit the Enter button on your keyboard.
All Activated Checklist Instances that match the search term will be displayed.
Conducting an Instance Search via the Search Field from the Dashboard
Change the search type to instances by selecting the drop down on the left hand side of the search field.
Select "Instances"
Enter in keywords that relate to your instances search
Use the filters to refine your search further
View the Activity Tab of a Master Activated Checklist / Master Process
Go to Master Activated Checklist / Master Process
Click on the "Activity" tab
If you are an administrator, click on "My Activity" or "All Activity"
Click on the instance that is required
