Using Advanced Search, you can search for workflows using one or more of the following search fields:

  • Manager - finds workflows managed (or not) by a particular person.  
  • Group - searches for workflows in (or not) the specified group.
  • History - searches workflow histories for a world or text string.
  • Has Role- searches for workflows with the specified role, and where relevant, type.
    - Template -
  • Workflow Type - searches for workflows of the specified type (i.e., Title Registration, Protocol Development or Review Development).
  • Workflow Version
  • Revision Number
  • Is Template Customised
    - Dates -
  • Start - searches workflow by start date.
  • End or Due - searches workflows by end/due date.

- Workflow Status -

  • Status - searches for workflows with a particular status (Pending, In Progress, Completed or Aborted)
  • Last Milestone Reached - searches for workflows that reached a particular milestone.
  • Last Milestone Letter - searches for workflows that reached a general milestone stage.
    - Relative to Selection -
  • Selected Workflows - restrict search to previously selected workflows.
  • Workflows for Selected Tasks -  searches for workflows with tasks in the selection set.
  • Workflows for Selected Reviews -  searches for workflows for the reviews in the selection set.

 
Search fields and their corresponding options

Search criteria

Condition

Search term

Group
Workflow

Is
Is not

Enter a free-text search term

Status Last Milestone Reached Workflow Type Workflow Version

Is
Is not

Choose your search term from pull-down list

Start
End or Due
Next Due Date
Is Overdue

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.

History

Contains

Enter a free-text search term

Tip: Contains is useful if you are unsure how to spell a search term.

Is Template Customised

Yes
No

-

Manager

Is Is not

Search for and select a person you want using the button

Revision number
Latest Milestone Letter

Equals Not equals Greater than Less than Greater than or equals Less than or equals

Free-text input. For Revision Number, input a number, omitting the R.