Findings

Modified on Tue, 21 Nov 2023 at 02:45 AM

The Findings section in EASE displays column based reporting on findings and Ad hoc findings.


Findings is divided into three sections: Open Findings, All Findings and Ad hoc Findings.

*Note: Ad hoc Findings can be enabled and configured in site settings.


Access Findings by selecting the Findings section on the left side of any EASE page. 


Open and All Findings


The first two tabs cover findings. Open findings refers to findings (non-conformances), that have not been resolved. All findings refers to both unresolved and resolved findings. 


Both tabs offer an identical navigation table that allows users to filter for non-conformances. 



A: Use keywords to search for specific findings. These keywords must relate to a finding's ID, question title, or description.


B: Filter for findings by location.



Select the specific location(s) desired and click Apply on the bottom right of the menu.


C: Export this list of findings as a CSV or XLSX file.


D: Choose and rearrange the column filters within the findings table.


This table displays all applicable columns. Select all desired columns. To rearrange their order, click on the two lines next to the filter's name and drag and drop to the desired location in the order. 


E: Click on the column name to list findings alphabetically, numerically, or chronologically, depending on the filter's parameters.


F: For certain filters, click on the upside-down triangle next to a column filter to select eligible values for that filter to be sorted from. 


For example, when the status filter is selected:



Ad hoc Findings


The Ad hoc Findings table offers a slightly different navigation process compared to Open and All Findings, but similarly allows users to filter for specific Ad hoc Findings. 



A: Use keywords to search for specific Ad hoc findings. These keywords must relate to a finding's name, reporter, or ID.


B: Filter for findings by location.



Select the specific location(s) desired and click Apply on the bottom right of the menu.


C: Export this list of findings as a CSV or XLSX file.


D: Choose and rearrange the column filters within the table.



This table displays all applicable columns. Select all desired columns. To rearrange their order, click on the two lines next to the filter's name and drag and drop to the desired location in the order.


E: Click on the column name to list findings alphabetically, numerically, or chronologically, depending on the filter's parameters. 


F: For certain filters, click on the upside-down triangle next to a column filter to select eligible values for that filter to be sorted from. 


For example, when the location filter is selected:









 

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