| Applicable to | Centro QMS/QMS Starter, Centro KMS, Centro ESSENTIALS |
| NOT applicable to |
To find content quickly and efficiently, all users can search the Centro ASSIST web app using the search functions.
Search bar
Use the Search function to search all the content stored in your Centro ASSIST web app.
When you type a search term, you will be able to see all the items that have the term in the title and in the contents (for policies and processes). The results will be organised by relevance.
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Tip |
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You can search phrases to get more accurate results. |
Search keywords
When editing an item (e.g. a policy, process or document), you can input keywords. When you enter these keywords into the search bar, the items will appear in the search results.
Specific searches and filters
You can filter and search different types of content (policies, processes, documents, users and roles) by clicking on the relevant tab and accessing list view.
List view will be available in different subtabs, depending on the content you want to view. Refer to the guide below to find the right tab and subtab to view the content you need:
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Main navigation bar tab tab>Subtab |
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Policies>Policies |
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Processes>Processes |
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Documents>Documents |
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People>Users |
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People>Roles |
Example
In list view, you have the option to search for content using the search bar.
By using the arrows above each column, you can sort the content by a variety of categories. These may differ depending on the type of content that you are sorting and your subscription level.
Filter Categories
Policies, processes and work instructions
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Field |
Description |
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Policy (or Process or Work Instruction) Name |
The title of the content (in alphabetical or reverse alphabetical order). |
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Category |
The group in which the content is located. |
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Relevant to |
The roles and people to which the content applies. |
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Last edited |
The date when the content was last modified. |
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Next review (PROFESSIONAL and BUSINESS products only) |
The date the item must be reviewed. This will be blank unless it is added by a customer with administrator access during the release management workflow. |
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Status(PROFESSIONAL and BUSINESS products only) |
The status of the content within the release management workflow. This includes:
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Published + unpublished (PROFESSIONAL and BUSINESS products only) |
You can filter content by published and unpublished content. You can choose to view either the published content only or published and unpublished content. Unpublished content includes:
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Documents
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Filter type |
Description |
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Document name |
The name of the document. |
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Format |
The format of the document (pdf, xlsx, etc.). |
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Category |
The category to which the document belongs. |
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Relevant to |
The role to which the document applies. |
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Last edited |
The date at which the document details were last modified. |
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Status (Published+unpublished) (PROFESSIONAL and BUSINESS products only) |
You can filter content by its status within the release management workflow. You can choose to view either the published content only or published and unpublished content. |
Users
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Filter type |
Description |
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First (given) name |
The first name of the user. |
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Last (family) Name |
The surname of the user. |
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Email/sign-in |
The email utilised by the app user to sign in. |
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Permissions |
The type of access given to the user (i.e. administrator or view only). |
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Roles |
Any roles assigned to the user. |
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Tests passed (PROFESSIONAL and BUSINESS products only) |
If knowledge testing is enabled, the number of tests the users has passed. |
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Status |
Whether the user is currently signed in, signed out or has been invited (i.e. they have not yet activated their account). |
Roles
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Filter type |
Description |
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Role name |
The name of the role. |
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Role type |
The type of role (i.e. general role, task role, job title). |
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Also plays these roles |
Any other positions assigned to the roles. |
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Status (Published+unpublished) (PROFESSIONAL and BUSINESS products only) |
You can filter content by its status within the release management workflow. You can choose to view either the published content only or published and unpublished content. |