How to find a document in the Master Documents list

By default, all Documents are normally displayed. On certain installations, the list may be pre-filtered to your own business unit and/or location according to People Filter Settings made by the system administrator. To manually search through the Master Document List, you may simply use the paging tool at the bottom of the on-screen list. For a more sophisticated approach, the Master Document List offers various filter options. These enable you to define parameters that will filter the records displayed down to just one or more documents that you are currently interested in. Make your choices from the selection tools at the top of the list, and click the Search button.

• Document Type e.g. Policy, Procedure or Form may be selected from the drop-down list
• Document Issue e.g. OHS or Environment may be selected from the drop-down list
• Business Unit may be selected from the drop-down list
• Location may be selected from the drop-down list
• Document owner may be selected by typing the name, clicking on the drop-down list, or via the pop-up form
• A Document reference number may be entered in the Number field
• A free-text keyword search may be used in the Document Title field

Once you have found one or more documents that meet your search criteria, click anywhere in that list item to select it, and click the View button to open it.

Note: When filter options have been applied, any reports generated from the Print menu will reflect the selections made. This offers an excellent, dynamic reporting facility. See Sharing information for further guidance.

Click the Reset button to restore the default filter settings.

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