Search Pathways
Whether you're monitoring, reviewing or updating pathway applications, mastering the Pathways Search functionality is key to optimizing these tasks.
The Pathways functionality in the system is provided by the Equator Pathways App. If you do not see the options explained in this article, contact your system administrator to make sure the App is installed.
Pathways Search View
The Pathways Search View is the main place to view, explore and search pathway applications.
Tip
Customise the views to efficiently access the data you need. You can customise the columns, sorting and filters on the grid. Learn how to use Views.
From the Main menu, go to Pathways.
Use the filters to find the pathway application(s) you are looking for.
If you need more filters, you can use the Column and/or Advanced Filters on the grid.If you want to access a pathway application, just click on the pathway number that you’d like to view.
Actions on the Pathways Search View
From the Pathway Search View, you can take quick actions on one or multiple pathway applications using the grid actions. The available actions may vary depending on whether you select a single or multiple pathway applications and on your permissions. Some of these actions include, but are not limited to:
Send an Email (single and bulk)
Send an SMS (single and bulk)
Merge a document (single and bulk)
View and Edit a pathway application (single)
[Selecting a single pathway application]