Who is this article for?

Users who want to look up specific Actions.

Ownership of the item or higherpermissions are required.

When completing a company-wide Appraisal, you may end up with a substantial list. Thankfully, finding the right Appraisal is easy. This guide will take you through the steps to look up a specific Appraisal.

In this article:

1. Actions list
2. Using the search bar
3. Using filters
4. Further reading

1. Actions list

To access the Actions list:

1. Open the Go To... menu.
2. Hover over 'Actions'.
3. Select 'Search' (under 'Find Actions').

You will be taken to an overview page:

By default, this view displays all open Actions.

2. Using the search bar

To look up Actions using the search:

1. Open the Actions list.
2. Highlight the search box (under 'Refine your search').
3. Enter the Code or Title of the Action you want to find.
4. Press Enter or click the magnifying glass icon.

Your list will then update with the results and tell you how many items matching your query were found.

Not getting any results?
This method of look up will only return results that match the selected filters. Read on to find out how to set them!

3. Using filters

To filter Actions:

1. Open the Actions list.
2. Click 'Status...' (under 'Refine your search').
3. Select which Actions you want to see.
   You can use the buttons at the top to choose pre-selected filters: 'All' will tick all available options, 'None' will untick all options, 'Only Open' will tick the 'Open' option, effectively resetting the filter to default.
4. Click 'Ownership...'.
5. Tick boxes for all Ownership types to display.
6. Click 'Type...'.
7. Select which type of Actions you want to see.
   You can use the buttons at the top to choose pre-selected filters: 'All' will tick all available options, 'None' will untick all options.

4. Further reading

• Creating and managing Actions