Search Observations

The purpose of this article is to explain how to search observations. 

Filter data in order to refine your list of observations for tailored actions.

  1. Click Observations
  2. Expand the Menu panel
  3. Create your search by entering search criteria as required.

    The options include:
    • Issuers
    • Phases/Types
    • Dates
    • Status
    • Categories (i.e. Assigned company, position, etc.)

      Save_Obs_Searches.png

If you already know the observation ID number, you can also filter them by typing it:

  1. Click Observations
  2. Expand the Menu panel
  3. Click the tools_icon.png icon
  4. In the text field, enter the observation ID number you wish to filter on.
    If you want to filter multiple observations, enter one observation ID number per line

    Search_Obs.png

Need further help? Contact our Support Team