As your library of policy documents grows, you may use the Search function in the Policy Center to find active or inactive policies. You can also search for existing system users.

To search for documents:

1.Go to the Management | Policy Center screen.

2.Select Advanced Search.

3.On the Search screen, enter a word or document ID number in the text box. 

4.Select the search criteria:  full text, by word, by ID, by fields, by attachments or news.

5.Select the status of the document:  active or inactive.

6.Select the number of results to display on a page (10 to 100).

7.Press the Search button to return your search results:

Search results may be filtered by table of contents or by dates:

1.If you select the option to search by Table of Contents, the system will provide a drop-down list to select the desired section/folder to perform the search:

2.If you select the option to search by date, the system will provide a drop-down list to select among dates including creation date, approval date, revision date, effective date, or any date created in the field center:

3.To search by fields, the system will provide a drop-down list of fields to search from:

4.Select the field to search, and press Search.    The results screen will display:

You may also search for individual users, groups of users, or users based on their system permissions.  To search for existing users:

1.Go to the Management | Policy Center screen.

2.Select Existing Users.

3.On the Existing Users search screen, select the search criteria:  by user, by group, by permissions or by name.

4.Enter a User Name or part of a name with the wildcard character (%) in the text box if searching by user or group, and press Search.

5.If searching by permissions, select the type of permission from the list, and press Search.