Once you reach the Best Practice Dashboard, we can enter the name of the Best Practice we created or search the database using various filters available.
Need Help reaching the Best Practice Dashboard?
Searching by Name & ID
Enter the Name or ID of your Best Practice in the search box on the top left corner.
The search bar in the dashboard only uses ID or title (name) of the Best Practice for searching the database. If you want to search a Best Practice via any other information use Filter Search (Explained Below).
Search By Using Filters
Search Filters are various criteria based on which a dashboard will look into the database and show the relevant results.
Select any one of the filters located in front of the search bar based on the Best Practice you are searching.
When you select a filter, a dropdown menu shows up with options to choose from. Once you choose an option, the filter will become blue in background with the name of your choice indicating it’s active state and the related results will be shown below.
Useful Tips!
These are many filters available for searching a Best Practice database. These filters are based on the information present inside a Best Practice.
Click on More to view all the available filters. Click on Clear All at the far right end to clear all the filter criteria.
When a filter criteria is active you can choose Clear All to remove it or a cross “x” icon present right next to the drop down button. The cross icon will clear the filter and remove it from the visible list as well.
Click on More (mentioned above) to bring back the filter that was cross “x” marked.
Congratulations! You have successfully learned how to search a Best Practice Database through the dashboard!
Filtering a database based on various criteria can help in various ways depending on how the search results are used; either for analysis, documentation, tracking purposes etc.
The Dashboard offers an export feature where you can export your search results in a CSV (Comma Separated Values) format and edit it in excel for various uses.
Now that you know how to specifically search for Best Practices, let’s learn how to export your search results!