Searching Within Workflows

This SOP outlines the steps to efficiently search for specific content within workflows, ensuring quick access to needed information.

Key Steps

1

Access the Workflow 0:00

  • Welcome to the workflow search process.
  • Ensure you are logged into the system and have access to the workflows.
Access the Workflow
2

Initiate the Search 0:09

  • Click into any workflow you wish to search.
  • Locate and click on the search icon within the workflow interface.
Initiate the Search
3

Enter Search Terms 0:09

  • Type in the word or phrase you are looking for.
  • Be specific to improve search results.
Enter Search Terms
4

Review Search Results 0:20

  • Observe that the system highlights the exact location of your search term.
  • This allows you to quickly identify where the information is located.
Review Search Results
5

Navigate Results 0:20

  • Use the highlighted results to navigate directly to the relevant section of the workflow.
Navigate Results
6

Seek Additional Help if Needed 0:28

  • If you require further assistance, visit the free school linked at the top of the navigation bar.
  • Engage with the community for additional support.
Seek Additional Help if Needed
Cautionary Notes
  • Ensure you are searching in the correct workflow to avoid confusion.
  • Double-check your spelling in the search terms for accurate results.
Tips for Efficiency
  • Use specific keywords to narrow down search results.
  • Familiarize yourself with the layout of workflows to enhance navigation speed.