To utilize the search function, use the navigation tabs and select “Search”. The system allows you to search across single or multiple entity types.
Configure your search parameters using the dropdown and free text fields, click on the magnifying glass icon to execute the results.
For Example, if you wish to find any stakeholder whose last name is “Black”, start by setting your search constraints to “Find Stakeholder” > where “Last Name” > “starts with” > “Black” > Click the magnifying glass.
Once the search has executed, the applicable records will display. You can click the magnifying glass located beside any record to open it in the workspace.
