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How to Search for an Activated Checklist Instance

Dan Sargeant avatar
Written by Dan Sargeant
Updated over a year ago

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.

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  • 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"

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  • Enter in keywords that relate to your instances search

  • Use the filters to refine your search further

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View the Activity Tab of a Master Activated Checklist / Master Process

  • Go to Master Activated Checklist / Master Process

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  • Click on the "Activity" tab

  • If you are an administrator, click on "My Activity" or "All Activity"

  • Click on the instance that is required

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