Searching for a Content Item

You can find a content item by using a text string to search through lists based on various criteria. What content you have access to depends on your assigned roles and permissions, your current content item task assignments, and the security level setting of the content.

Search for a Content Item

1. In the navigation pane, click Documents, Assessments, or Campaigns, and then click Search.

   

2. For Site, click , do one of the following, and then click OK.

   • Click the site name.

   • Click All Sites to search all sites for which you have access.

   • Click Allow multiple selections, and then select two or more sites.

   Note: Because you must have at least one site selected when Allow multiple selections is active, your primary site may be selected by default. You must select another site before you can clear the primary site selection.

   

3. (Optional) For My Relationship, click , do one of the following, and then click OK.

   • Click one of the available relationships.

   • Click All, and then in the Status option, click an available status. If you click Allow multiple selections, you can then select two or more statuses.

   Note: The options available to you depend on your assigned role. You should at least see the Content I Read/Complete option.

   

   Note: Because you must have at least one status selected when Allow multiple selections is active, Published (in Documents) or Started (in Assessments and Campaigns) is selected by default. You must select another status before you can clear the Published or Started selection.

4. For Status, click , select an option, and then click OK.

   

5. In the Search box, type a search string (see Using Text Search for detailed instructions).

   

6. (Optional) To change other search settings, click , do any of the following, and click OK.

   • The Find (Search), Site, My Relationship, and Status options are the same as those in the main Search pane. You can change any of these, if necessary.

   • For Search Field, select an available option.

     Note: Full Text is only available in Search within the Documents area and applies only to Word, Excel, PowerPoint, and text-based PDF documents. Keywords are words or phrases the owner thinks users might search for when trying to find a particular content item.

   • To specify more search criteria when searching for documents or assessments, such as a date range, click Advanced Search.

     

   Note: The default My Relationship and Search Field settings are initially set by an administrator, but you can change these defaults in My Profile.

7. Click . The search returns a list of all content items, if any, that match the criteria. If the search returns a long list, features are available to help you reorganize or narrow the list to make it easier to find an item (see Working with the Content Item Grid).

   

8. (Optional) To clear the current search and start over, click in the Search box.

   

9. In the content grid, click the title to open it. The content item opens in a separate browser window.

   Note: To open the content item and go directly to its Overview tab, click the link in the Status column.