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Filtering and searching findings

Narrowing a long findings list.

Written by Caim Hermoso

Who this is for: Needs View Findings.

Toolbar filters: Status (Open / For Closure / Closed), Show Archived and Current Location Only.

Advanced Filters opens the full set. Within each row the chips are single-select — pick one value per filter, not several:

Filter

Options

Finding Type

Nonconformity, Observation, Opportunity for Improvement, Positive Finding

Severity

Minor, Major, Critical

Actions Status

Root Cause Added, No Root Cause, Corrective Assigned, No Corrective

Audit Completed

This month, this quarter, or a date range

Finding Closed

This month, this quarter, or a date range

Logged By

A dropdown of users

The most useful filter combination is Actions Status = No Root Cause or No Corrective with Status = Open. That gives you exactly the findings that have been recorded but not yet acted on — the backlog that matters.

If this doesn't work

  • A finding you expect is missing — check Show Archived, and check you have access to its location.

  • Filters seem to do nothing — remember to select Apply Filters.

Related: 7.1 The Audit Findings table · 9.10 Exporting audits, findings and reports

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