Even though you have the ability to browse your Way We Do content using the navigation, sometimes you might not remember exactly where something was or even what it was called!

Using the Search bar can be a quick and easy way to locate what you're after. Just like an online search engine, you can type in what you're after and it will begin to show you search suggestions. For example, you're after something related to 'purchasing', suggestions will begin to display as you type.

If you can't find what you're looking for in the search suggestions, you can head to the Advanced Search.

The Advanced Search in Way We Do lets you zero in on content using a set of predefined filters to narrow down the search results making it easier for you to find the content you're looking for.

This search produces results containing any Procedures, Policies, Master Activated Checklists (Processes), and Quizzes in your manual.

To conduct an Advanced Search, click on the drop-down menu on the search toolbar on the Way We Do Dashboard and select Advanced Search from the drop-down. This redirects you to the Advanced Search page.

You can also enter a keyword and hit enter on your keyboard, which will then redirect you to the Advanced Search Page.

Once in the Advanced Search Page, you can enter your keywords and select which filters to apply to narrow down your search results.

You can add one or more filters as required. The filter types are:

Some filters will allow for multiple entries, such as the Labels, Status, Role, and Author. You will need to enter some text and select an option from the suggestions that appear.

In addition to applying filters you can further narrow down the results by adjusting where in Way We Do the search occurs. You can do this by adjusting the Search In field.

Way We Do searches 10 areas by default. You can remove these to narrow them down, or add them back in to expand the search.

After conducting an Advanced Search, the results will display with the most likely result (based on search criteria and filters) on the top left. The results match less criteria as you go further down the page.

Once in the Advanced Search, change the search to Instances. This lets you search for Activated Checklist Instances that are still active, completed, or abandoned.

The results returned will depend on whether you're involved in the checklist instance (you either started the checklist instance or were invited as a collaborator).

Similar to the Procedures filter, you will need to enter your keywords and select which filters to apply to your search to narrow down search results.

Similar to the procedure filters, some filters allow for multiple entries which can be selected from the suggestions that appear when you enter text.

You can also adjust where in Way We Do this search happens. The Search In defaults to 3 locations on an Instance Search.

Instance Search results will display all of the checklist instances you've run that fit the search criteria and any filters.

Results will have symbols for completed (checkmark), abandoned (stop), and colored indicators to know if it was on time based on any configured due dates.

Each rectangle indicates a step in the process. Green means it was a completed step, grey means it is an incomplete step.

Select the arrow next to the instance title to view details of the instance.

Select the rectangle that represents a step to see details of that step.

You can also save searches that you run frequently. To save a search you've run, click on the drop-down menu on the search toolbar and then select Save Search from the menu.

Give the search a unique name and click on Save on the pop-up window displayed.

The next time you want to carry out the same search, simply choose Load Search from the drop-down menu.

Select your search from the list which appears on the popup window. Click on Load to produce your search results.

Note: The results are updated to included any new activity that has occurred since you last conducted the saved search.

Below are some tips to enhance your searching capability further within Way We Do...

By default, all search results are matched on full words only, along with the filters you use to narrow in on your search. However, there are a few additional tips you can use when you are unsure of what you are searching for.

Partial Word Matches - if you do not know the full word you are searching for, you are able to type in a partial word and then add an asterisk to the end of it. e.g. boo* will return results for "bookkeeper" or "booking"

OR Searches - when you add multiple items to a single filter, then the results returned will be based upon an "OR" search. E.g. role1 OR role2 (see the two roles listed in the Responsibility filter below)

AND Searches - some filters can be added twice. In this scenario, by placing an item in one filter, and a different item in another filter, the results returned are based upon an "AND" search. E.g. role1 AND role2 (see the two roles listed in two separate Responsibility filters below)

Search Everything - to return a list of all procedures or instances within Way We Do, leave the search field blank. You are then able to use filters to specify exactly what you are looking for.

Search for a specific term

To search for a specific term, you need to place quotes around the search criteria. For example, if looking warehouse quality inspection and you only want to see results that have that exact term, place quote marks around it e.g. "warehouse quality inspection"