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How to search, filter & manage statuses
How to search, filter & manage statuses

Learn how to use the search and filter options to find/access existing submissions, as well as set and manage the status of each submission.

John avatar
Written by John
Updated over a week ago

If you want to quickly search and find previous submissions created by you or your team, or simply view the workflow status of any report, use the search and filter options.

The search options are located at the top left corner of the Submissions page. With the search bar you can type to search by customer or site. Use the filter button to search by form type, status, deficiencies, date and user.

Click on the video below to see just how easy it is:

Hope this tip was helpful! 

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