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--- pm:search_policies [2020/06/29 18:49 UTC] – created jsantoro
+++ pm:search_policies [2020/07/01 21:10 UTC] (current) – capitalize headers mwolfe
@@ 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)
-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 12: / Line 13: @@
 ==== Keyword Search ====
-To perform a keyword search, provide a list of words seperated by spaces: ''%%password wifi public%%''. Keywords are weighted based on the order they appear. The first word in the list (password) is considered "more important" than the second word (wifi). A keyword search will find documents containing the words in the provided keyword list.
+To perform a keyword search, provide a list of words separated by spaces: ''%%password wifi public%%''. Keywords are weighted based on the order they appear. The first word in the list (password) is considered "more important" than the second word (wifi). A keyword search will find documents containing the words in the provided keyword list.
 ==== Phrase Search ====
-To search for a phrase in a document, wrap the phrase in double quotes: ''%%"wifi password policy"%%''. A phrase search will look for documents which contain the exact phrase (ignoring case). It will only match documents which contain all words in the phrase in the exact order entered.
+To search for a phrase in a document, wrap the phrase in double-quotes: ''%%"wifi password policy"%%''. A phrase search will look for documents that contain the exact phrase (ignoring case). It will only match documents that contain all words in the phrase in the exact order entered.
 ===== Result Types =====
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 ==== Exact Matches ====
-Exact matches are documents which match the search criteria exactly (ignoring case). Exact matches do not match different forms of words. E.g. if you search ''%%policies%%'', documents containing only the word ''%%policy%%'' will not be considered a match.
+Exact matches are documents that match the search criteria exactly (ignoring case). Exact matches do not match different forms of words. E.g. if you search ''%%policies%%'', documents containing only the word ''%%policy%%'' will not be considered a match.
 An exact match for a keyword search is a document which contains //all// keywords in the provided list. When searching ''%%password wifi public%%'': if a document contains ''%%password%%'' and ''%%wifi%%'', but **not** ''%%public%%'', it will **not** be considered an exact match.
@@ Line 33: / Line 34: @@
 ==== Related Matches ====
-Related matches are documents which do not match the search query exactly but contain exact matches for only part of your search criteria and/or words which are only //related// to the ones you searched for.
+Related matches are documents that do not match the search query exactly but contain exact matches for only part of your search criteria and/or words which are only //related// to the ones you searched for.
-A related word is one that has the same meaning of the word you searched for but in a different form.(E.g. different tense, plurality, etc). For example, if you searched for the keyword ''%%officer%%'': a document which did not contain the word ''%%officer%%'' but contained ''%%officers%%'', ''%%officer's%%'', ''%%officers'%%'', ''%%officered%%'', or ''%%officering%%'' would be considered a related match.
+A related word is one that has the same meaning of the word you searched for but in a different form (e.g. different tense, plurality, etc). For example, if you searched for the keyword ''%%officer%%'': a document which did not contain the word ''%%officer%%'' but contained ''%%officers%%'', ''%%officer's%%'', ''%%officers'%%'', ''%%officered%%'', or ''%%officering%%'' would be considered a related match.
-> Releated searches for phrases act like keyword searches. Documents which contain any form of any word in the phrase will be considered a related match.
+> Related searches for phrases act like keyword searches. Documents that contain any form of any word in the phrase will be considered a related match.
 ===== Rank =====
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 > 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 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 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 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.