How do I filter my search?

Issue/Objective

Apply specific filters to a search

Environment

PolicyStat

Procedure/Resolution

1. Click Policies in the top navigation bar. If you are on the Search results page, proceed to Step 3.
2. Click the filter* you wish to apply to your search.
   
   *Filter terminology may vary based on site preferences.
   

   1. TITLE FILTER:
      The title filter uses a search bar to focus solely on policies* with the term in the title. A secondary option in this filter is to browse titles by the first letter of the policy title.

   2. AREA* FILTER:
      The Area* filter uses a search bar filter policies* based on the Area* or Areas* to which they are assigned. Multiple Areas* can be selected during one search. For groups with large numbers of Areas*, a filter can help locate the right Area* quickly. When searching within the selected Area(s)*, a text search can narrow the results further to find the right policy* fast.

   3. OWNER* FILTER:
      The Owner* filter locates the assigned Policy Owner*. Like the Area* filter, multiple Owners* can be selected, and an additional filter can be applied to narrow the list of Owners*. When the correct spelling of a last name is not known, a list of Owners* can also be browsed by the first letter of their last name. If an Owner* or Owners* return too many policies*, a text search can narrow the list to find the right policy* fast.

   4. REFERENCE TAG* FILTER:
      The Reference Tag* filter searches reference tags* created specifically by your group and assigned to policies*. Reference Tag* are optional but can be helpful to locate policies* based on group-specific terms like applicable state regulations, local initiatives, or any other terms that may not be contained within the policy’s* text, but have been attached to a policy* for reference and easy access. For example, a Reference Tag can help locate all policies* related to NPSG 02.03.01. This statute name may not appear in the text of the policy*, but it may be helpful to view all policies* related to that statute.

3. Click the applied filter options next to the results count to open the filter menu.
   
4. Click the  to expand filters you may wish to apply. Click the checkbox next to a term/name to apply that filter.
   
5. Click the Search button

*Terminology may vary based on local site preferences. Area may be known as Policy Area, Department, Category, or another term.

Click here to download a printable reference.