Combine Search with Table Filters to focus on critical content

In previous posts on our policyIQ Blog, we have highlighted the new centralized Search capability and also directed your attention to the new Table Filter. Each feature makes it simpler for users to narrow your search for specific information in the table. Some recent conversations with clients left us wondering if policyIQ users realize the value of using these two features in conjunction with one another?!

In the past, many clients have guided their users (procedurally) to drill into the appropriate Folder to locate their test pages, contracts, or procedures. They might have used the Folder structure or, more likely, Reports to identify the subset of pages that they are responsible for updating: such as 2013 tests, Service agreements with Vendors or the procedures that are “checked out to me”. Some users might find themselves frustrated with their unfamiliarity with the Folder structure or they didn’t know how to build reports in policyIQ.

Since using search utilities on the internet has become second nature for many people, we have worked to make policyIQ more powerful and user friendly. Let’s talk through an example of how the Search and Table Filter features will help your users to quickly get to their desired set of content.

Notice in the image, a Search for the term “test” reveals 162 pages:

Search_for_Test

If I am responsible for reviewing the 2013 test pages, I can use the Table Filter to narrow down the original Search results to just the “control test” Type and those pages in the 2013 Folders. Notice in the following image that this reduced the displayed results to just 17 pages:

17-2013-tests

Using very common techniques, your users can home in on the work that is critical for them. Notice how a search for Contracts narrowed by the Table Filter to Vendor, Service Agreements would yield a specific set of pages. A search for Procedures narrowed by the Folder: Procurement Department and Stage: Checked Out to Me will also present a very specific set of content that is actionable for me!

Of course, there are benefits to learning about features like Advanced Search where searches can be saved for later use or learning about Reports where a report with a number of more complex filters can be saved to “Favorite Reports” in the Dashboard. Still, if you and your colleagues are jumping in and want to dig into a quick analysis or some quick changes, the use of policyIQ’s Search feature in combination with the Table Filter might be just the welcome set of tools that you were looking for!

This entry was posted in Features and tagged , , , by Stephenie Buehrle. Bookmark the permalink.

About Stephenie Buehrle

Stephenie is the “solutions” expert on the policyIQ team. With RGP since 2004, she designs and develops solutions that capitalize on the best practices of the hundreds of companies that she has touched, while tailoring each configuration to meet the unique needs of each client. Before joining RGP and the policyIQ team, Stephenie enjoyed working as an independent consultant in the non-profit sector. Stephenie also previously performed analyst services for a major brewer ranging from roles in biological and chemical services to analytical roles in business process improvement and innovation. Stephenie quips that she still doesn’t know what she wants to be when she grows up, but hopes to spend her days helping others (companies, individuals, and communities) to realize their full potential.

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