To view the occurrences registered in the system, go to the Search menu and click on Occurrences:
In the top-right corner of the screen, click the Filter button to apply different filters that make the search easier. Here’s what each filter allows you to do:
- Code: Search for a specific occurrence using its identification code.
- Description: Search based on keywords found in the description.
- Organizational Units: Filter occurrences by the unit registered in the system.
- Processes: Display only occurrences related to a specific process.
- Origin: Filter by the source of the occurrence (e.g., customer, supplier, audit, etc.).
- Author: Search for occurrences recorded by a specific user.
- Occurrence Date: Define a date range to search for occurrences registered within that period.
- Supervisor: Filter occurrences by the person responsible for supervising them.
- Finish Date: View occurrences closed within a selected date range.
- Status: Filter based on the current status: Open or Closed.
After entering your desired filters, click Apply to view the results. To clear the fields and start a new search, click Clear.
On the search screen, you can also customize the columns displayed. You can include or remove columns depending on the information you want to view. To do this, locate the three vertical dots icon in the upper-right corner of the table.
When you click this icon, the Columns option will appear. A window will open showing a list of available columns.
After selecting the desired columns, click Save to apply the changes, or click Cancel if you don’t want to make any adjustments.
The screen will now display only the columns you selected, making it easier to view the information relevant to your query.
Using that same button, you have the option to export in Excel format, as shown below:
When you click on the "Export" option, the system will open a window for you to choose where to save the file on your computer.