Click on the “Task” tab in the menu header:
Use the filters on the left hand side.
Note: These filters are designed to narrow down your search criteria and find the information you need quickly.
Task Details: Enter the Task Name, Reference Number or Asset/Item Number to search for a Task:
Timeframe Filter: This will search for Tasks that were/are due within the specified timeframe.
Your system will already have a default timeframe applied.
To search outside this range, click 'Select Dates' and specify the desired timeframe.
Category Filter: Select a Category or individual Sub-Categories to search for Tasks that have these categories specified.
This filter will also search for Tasks which include any Assets/Items with the categories specified.
Location Filter: Select a specific site from the drop-down list to search for Tasks associated with that site.
Frequency Filter: Choose Daily, Weekly, Monthly, or Yearly to refine your search results based on the Task frequency.
Responsible Filter: Search for the responsible admin assigned to a Task.
Contractor Company Filter: Narrow down Tasks by specific companies associated with them.
Active Status Filter: Filter Tasks based on their status.
Note: only active audits will show by default.
Form Filter: Search for Tasks based on what specific form is attached to a particular Tasl.
Once you've selected the desired filters, simply click the green search button to initiate the filtering process. The search results will be updated accordingly.