Differences

This shows you the differences between two versions of the page.

--- pm:search_policies [2020/06/29 20:14 UTC] – minor grammar and spelling corrections mwolfe
+++ pm:search_policies [2020/07/01 20:56 UTC] – [Search Policy Form Navigation] jsantoro
@@ Line 1: / Line 1: @@
 ====== Search Policies ======
 The policy manager search feature performs searches on content, titles, and summaries of all text-based policy documents (Word doc, PowerPoint, Text-based PDF)
+{{ :pm:search_policies_form.png?nolink |}}
 ===== Search Types =====
@@ Line 55: / Line 56: @@
 > Title and Summary matches tend to have higher rankings than content matches since they contain fewer words and therefore the matched part makes up a higher percentage of the content.
-===== Search within a single document =====
+===== Navigation =====
+==== go to policy in the table of contents ====
+To go to a policy's record in the table of contents click the "go to ToC" button ({{:pm:gototoc.png?nolink|}}) next to the result record.
+==== edit a policy ====
+To edit a policy double-click the desired policy's search result row. This will open the [[pm:policy_detail_form|Details form]].
+==== search within a single document ====
-To search inside a single document click on the magnifying glass icon next to the document's search result record. This will temporarily convert the document to a pdf, open it in PdfXe, and highlight all matches within the document. You can then use the PdfXe search panel to perform full-featured searches within the document. [[https://help.tracker-software.com/pdfxe8/|See the PdfXe manual]] for more information on search.
+To search inside a single document click on the magnifying glass icon next to the document's search result record. This will temporarily convert the document to a pdf, open it in PDF-XChange Editor (PdfXe), and highlight all matches within the document. You can then use the PdfXe search panel to perform full-featured searches within the document. [[https://help.tracker-software.com/pdfxe8/|See the PdfXe manual]] for more information on search.