Search Results

Enhanced Search allows users to keep track of asset management. Using filters, users can refine their search by searching for specific delivered and custom categories or search on which assets need to be approved, are contested and have certain users assigned as owners.

This topic contains the following sections:

Access the Search Results and Assets

To access the Search Results page for all assets, click the search icon on the search bar that is at the top of every page in Knowledge Platform.

To navigate to specific assets in Knowledge Platform, either click a Jump To... link in the right panel or:

  1. Click the globe icon next to the search bar.
  2. Select a filter from the list box list.
  3. Enter a word or phrase in search bar, or leave the search bar blank.
  4. Click the Search icon.
  5. Refine the search by clicking more filter check boxes. The search repopulates each time a category check box is checked or unchecked.
  6. To remove a filter, click the X next to the filter name under Filtered by:, or uncheck the filter check box.
  7. Click the Sort by arrow to switch the sort order to Relevance, A-Z or Z-A.

When you search for terms, rules and policies, the current version of that asset is returned. This version may be unpublished or published.

To search for a specific phrase:

  1. Enter the phrase into the search bar.
  2. Select an Asset Type filter from the list box, if desired.
  3. Click the Search icon.

    NOTE: Enter the phrase into the search bar before clicking the Search icon and selecting additional filters on the Search Results page. Entering a phrase in the search bar after you have selected filters will reset the search and remove the selected filters.

NOTE: If you type a query into the search bar and there are no results for certain filters, those filters are hidden. The filters only hide for results based on an initial query and do not update as you select additional filters.

Navigation Features

You can change the number of results that display per page and easily navigate those results with the pagination feature.

Click the list box arrow next to the result pagination links and select one of the following options to change the number of results that display on each page:

  • 10 results per page
  • 20 results per page
  • 50 results per page
  • 100 results per page
Icon Action
> Click the next arrow (>) to navigate to the next page of the result set.
< Click the previous arrow (<) to navigate to the previous result set.
>> Click the double next arrow (>>) to navigate to the last page of the result set.
<< Click the double back arrow (<<) to navigate to the first page of the result set.
Number links (ex. 1, 2, 3, 4) Click a page number to navigate to that specific page in the result set.

NOTE: Search result pages display up to 100 results per page. If there are fewer than 100 search results, the navigation features are hidden.

If you navigate to an asset detail page from the filtered search page, you can click the browser back button to return to the filtered search.

Categories

The Search Results page uses category value check boxes to filter search results. These filters that can help managers and employees keep track of assets and their owners, their review statuses, and their SMEs .

The number of filtered results returned depends on whether you select filters from the same category or from multiple categories. A broader range of information can display if you select multiple filters in one category. In this case, all the results for each filter selected display. For example, selecting two users from the Owners category displays all results for each user assigned as an owner. Narrow the range of information returned by selecting filters from multiple categories. For example, if you select filters for Term, Endorse Status: Candidate, and Owners: John Doe, the results only display Terms that are in the Candidate status and John Doe as the owner.

NOTE: Only category and category values relevant to the search results display as filters (i.e., facets).

The two types of categories are:

  • User-created—Once a user-created category is added on the category Administration page, that category is available for selection as a search filter on the Search Results page. Refer to Search User-Created Categories for more information.
  • Delivered—Important fields on asset detail pages are delivered as search facets on the Search Results page. Categories delivered with Knowledge Platform include:
    • Asset Types — If you run the initial query filtered with a specific asset type via the Jump To... links or the list box search filter, then additional asset types cannot be selected. If you begin with an unfiltered search, you can select multiple asset types and results for each asset type appear. Asset types include:
      • Term—Results displayed are filtered by Terms included in the business glossary.
      • Policy—Results displayed are filtered by Policy.
      • System—Results displayed are filtered by System.

        NOTE: Since Systems do not have a review workflow, if you combine an Endorsement Status filter or an SME filter with a System filter no search results display.

      • Rule—Results displayed are filtered by Rule.
      • Initiative—Results displayed are filtered by Company-level and Program-level Initiatives.
      • Goal—Results displayed are filtered by Company-level and Program-level Goals.
      • Dataset—Results displayed are filtered by Dataset.

        NOTE: Since Datasets do not have a review workflow, if you combine an Endorsement Status filter or a Sponsor filter with a Dataset filter, no search results display.

      • Mission—Results displayed are filtered by the Company-level and Program-level Missions.
      • Program—Results displayed are filtered by Program.
      • Vision—Results displayed are filtered by the Company-level and Program-level Visions.
    • Owners—Users can assign non-Strategy assets (Terms, Policies, Rules, Systems and Datasets) to users that have permission to access those assets. You can use this facet to search for assets that have one, multiple or no users assigned as owners yet.

      NOTE: Combining the Assigned To filter with assets other than Terms, Policies, Rules, Systems and Datasets will return no search results.

    • Endorse Status—Results displayed are filtered by the Endorse Status.
      • Accepted—Once a review threshold is met, which is when the majority (greater than 51%) of SMEs have approved the asset, the asset is automatically moved to an Accepted status.
      • Candidate—Once an SME has been added to an asset, when asset details are defined, an SME can move the asset to the Review status. If one or more SMEs edits or contests an asset that has a status that is Review or Accepted, the asset moves back to Candidate status.
      • Review—Once an SME has been added to an asset, when assets details are defined, an SME can move the asset to the Review status.

      NOTE: Because Systems, Datasets and the Strategy assets do not have a review workflow, combining the Endorsement Status filter with a System, Dataset or Strategy asset will not return search results.

    • Subject Matter Experts—Results displayed are filtered by the name of the SMEs. As with Owners, users can filter for one or multiple SMEs or find all assets with no SMEs assigned.

    NOTE: Because Systems and Datasets do not have a review workflow and therefore do not have SMEs , combining the SMEs filter with a System or Dataset will not return search results. Although Strategy assets do not have a review workflow they do have SMEs assigned to them and as such the combination of Strategy asset and SMEs works to refine search results.

Search User-Created Categories

Categories and their associated values are searchable. To search for all assets grouped by a category or its specific category values, enter the name of the category or values in the search bar. The search results will populate with the assets that have had that category or value applied.

Users with administrator permission can designate categories on the Category Administration page to display as filter check boxes on the Search Results page.

NOTE: Changes made to category or category value names can take up to 30 seconds to display correctly in the search results for related assets.

Refer to Categories in the Asset Features section for more information.