Locating Records

Many pages in RL6 allow users to filter the result list to quickly locate specific records. For example, end users can filter the results list in the AlertsA warning that is sent out in the form of an email and/or an in-system alert notification under defined circumstances (e.g. an abnormally high number of complaints or incidents are reported, a high severity incident occurs, or when a file is ignored for a given period of time). Alerts are created by your administrator and are triggered at defined intervals (e.g. daily, weekly, monthly). page and the Report Explorer and Snapshot Explorer pages (for RL6:Risk/Feedback/Claims/Peer Review/Risk Register/Root Cause). Several administration pages also provide this functionality. If the page contains a Search or Filter link at the top of the result list, you can reduce the number of records displayed.

To filter result lists:

1. Click Filter or Search. A dialog opens with fields that pertain to the records displayed on the page.
2. Complete the search criteria fields.
3. Click OK. Records that match your search criteria are displayed.
4. Click the Reset Filter or Reset link to clear the search criteria and return the result list to its initial state.