Search and Filter Assessments

Premium Checkbox Feature

Usage of this feature requires account access to Premium Checkbox features. For queries related to your licence agreement, ask your account administrator to contact your Checkbox Account Manager.

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How to Search Assessments
How to Filter Assessments


Assessments of an App can be viewed through a List View widget on the Project Team Dashboard. In the List View widget of an App in a Project Team, users can search or filter the List View widget to find the relevant Assessment to view.

Follow the below instructions to search or filter through your Assessments.

How to Search Assessments

  1. Navigate to an App inside a Project Team

    V1.19_Release_Wiki__1__2020-10-27_02-12-09.png


  2. Select to display the Completed or In-Progress Assessments using the drop-down

    V1.19_Release_Wiki__1__2020-10-27_02-12-49.png


  3. Click onto the search icon to show the column-based search fields

    V1.19_Release_Wiki__1__2020-10-27_02-13-41.png


  4. In any column, type in the details of the relevant Assessment you want to view

    Note: Each column-based search field operates on an “AND” relationship with each other. e. The user can query a search in 2 or more columns (e.g. by Name and Created On) and find the Assessment that matches these queries.

    V1.19_Release_Wiki__1__2020-10-27_02-14-35.png


  5. (Optional) Click onto the search icon again to hide the column-based search fields

    Note: : When the column-based search field is hidden, all search queries entered will be cleared.

Limitations and Disabled Columns:

  • The “Owner” column is enabled for both private and public Assessments. However, for public Assessments, search queries only work when searching for private users NOT public users. This is in the case that a Workflow block is used to create a public to private Assessment that involves a private user who can become assigned the “owner” of the Assessment.
  • “Action” columns are disabled
  • The “Creator” column for public Assessments are disabled

 

How to Filter Assessments

Assessments can also be filtered by clicking on the filter icon and adding your chosen filters. These filters are temporary ways to sort assessments, and will be removed when the page is refreshed or the window is closed.

  1. Navigate to an App inside a Project Team

    V1.19_Release_Wiki__1__2020-10-27_02-12-09.png


  2. Select to display the Completed or In-Progress Assessments using the drop-down

    V1.19_Release_Wiki__1__2020-10-27_02-12-49.png


  3. Click onto the filter icon to pop up the filter options

    V1.19_Release_Wiki__1__2020-10-27_02-17-12.png


  4. Click “ADD FILTER”

    V1.19_Release_Wiki__1__2020-10-27_02-17-51.png



  5. Select a variable, the operator and matching text and click “SAVE”

    V1.19_Release_Wiki__1__2020-10-27_02-18-25.png

    The following variables are NOT supported in Filters:
  • Paragraphs
  • File Upload
  • List
  • Date picker

 

 

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