Effective use of filters is the key to effective use of IntOp Fetch.
In stead of having to guess, search, look for or click through sources of information, you have access to all your files in one place. We start off by giving you all files, so you will have to limit the number of files to find what you want.
Each filter represents what we call a Context. Think of it like a folder name or a label that you can use to tell Fetch what you want to see.
We know it is tempting to go straight to the Keyword lookup field and search, but please use the filters first. Keyword lookup is best used as a last resort to limit an already set filter-set.
An example of how to use filters effectively to find information.
In this example, let's say you are looking for a file related to something that has to do with HSEQ, that is an editable document or PDF that was written by a specific person.
- Choose Operations as Context. This is the most generic contect for administrative documents.
- Choose HSEQ as Business Function. You may search for HSEQ in the Business Function filter, or scroll to select it. Click it.
- The number of files reduces to what is relevant for HSEQ
- Select Document and PDF in File Type filter.
- Select an Author or several Authors by scrolling or searching.
NOTE: Combining several choices in the same filter category is inclusive (think PDF OR Document). So selecting more filters in the same category increases the number of files available in the file list.
NOTE: Combining Fetch filters from several categories is exclusive (think HSEQ AND Source SharePoint). So selecting more filters across categories, limits the number of files available in the file list. This is also the case for Keyword lookup.