You can search for notes using one or more of the following search fields:

  • Resource type
  • Type
  • Note Group
  • Title
  • Text
  • Created
    - Training -
  • Training Type
  • Review Type
  • Conducted By
  • Start Date
  • End Date
  • Duration (days)

         - Relative to Selection -

  • Selected Notes - restrict search to previously selected notes.
  • Notes for Selected People -search for notes based on people selection set.
  • Notes for Selected Documents -search for notes based on document selection set.


Search fields and corresponding options

Search criteria

Conditions

Search term

Resource type
Type
Training Type
Review Type
Conducted By

Is
Is not

Choose your search term from a pull-down list

Title

Contains
Equals
Begins with
Does not contain

Enter a free-text search term

Tip: Contains and Begins with are useful if you are unsure how to spell a search term.

Created
Start Date
End Date

Before
After
On
Not before
Not after

Input the date of your search using the  button

Tip: The difference between Before and Not after, and between After and Not before, is whether the date itself is included. For example, searching on records created After 1 January 2000 will only find records from 2 January onwards