Search & Filtering

The new Portal provides a range of search and filtering tools to help you quickly locate sites, buildings, assessments, and actions. 

These tools can significantly reduce the time spent navigating large portfolios and help you focus on the information most relevant to your role.

Searching for Buildings

The Risk Map allows you to locate specific buildings using the search field.

To search for a building:

1. Open the Risk Map.
2. Enter part of the building name into the search field.
3. Matching buildings will be displayed as you type.
4. Select the required building to view its details and associated assessments.

Filtered building results

The search feature narrows the displayed results to buildings matching the entered keyword.

Opening a building record

Select a building from the results to access the building's information and related assessments.

Searching for Sites

If you need to locate a specific site, you can use the site search function.

To search for a site:

1. Navigate to the site listing section.
2. Enter a site name or keyword in the search field.
3. The results list will automatically update.

Viewing matching sites

Only sites that match the search criteria will be displayed.

Opening a site

Select a site from the results list to view its buildings and associated assessments.

Searching for Assessments

The assessment search tool helps you find assessments using keywords such as assessment numbers, site names, building names, or other relevant information.

To search for an assessment:

1. Open All Assessments.

        2. Enter a keyword in the search field.

        3. Matching assessments will be displayed automatically.

Clearing a search

Remove the search term to return to the full assessment list.

Filtering Assessments by Site

When working with large numbers of assessments, filtering by site can help narrow the results.

To filter by site:

1. Open All Assessments.
2. Select Select Sites.
3. Choose one or more sites.
4. Apply the selection.

Selecting sites

Choose the required site or sites from the available list.

Filtered assessment results

Only assessments associated with the selected sites will be displayed.

Filtering Assessments by Building

Assessments can also be filtered to show only a specific building.

To filter by building:

Building selection

Select the building you wish to review.

Filtered results

The assessment list updates to display only assessments from the selected building.

Filtering Assessments by Date

Date filters are useful when reviewing recent assessments.

Available date filters

• Last 7 Days
• Last 30 Days
• Last 3 Months
• Custom Date Range

Last 30 Days

Displays assessments completed within the previous 30 days.

Last 3 Months

Displays assessments completed within the previous three months.

Custom date range

Choose specific start and end dates to create a custom filter.

Filtering Assessments by Building Risk

You can refine results based on the building's calculated risk level.

Available risk filters

• High Risk
• Medium Risk
• Low Risk

Filtered results

The assessment list updates automatically based on the selected risk level.

Searching for Actions

The action search function helps locate recommendations, observations, or actions raised during fire risk assessments.

To search for an action:

1. Open All Actions.
2. Enter a keyword in the search field.
3. Matching actions are displayed automatically.

Entering keywords

Searches can be performed using:

• Assessment numbers
• Site names
• Building names
• Questions
• Observations
• Recommendations

Reviewing search results

The results list updates as matching actions are found.

Clearing the search

Remove the search term to restore the full action list.

Filtering Actions by Site or Building

Location filters allow you to focus on actions for a particular estate, site, or building.

Filtering by site

1. Select Select Sites.
2. Choose one or more sites.
3. Apply the filter.

Filtering by building

1. Select Select Buildings.
2. Choose the required building.
3. Apply the filter.

Filtering Actions by Due Date

Actions can be filtered according to their due date.

Available options

• 7 Days
• 30 Days
• 3 Months
• Custom Range

Custom date selection

Choose specific dates to identify actions due within a defined period.

Filtering Actions by Section

Actions can be filtered to show only recommendations from a particular assessment section.

To filter by section:

1. Select a section from the Section / Sub Section list.
2. Optionally select a related sub-section.
3. Review the filtered results.

Section filtering results

The action list updates based on the selected assessment section.

Filtering Actions by Risk Level

Actions can be filtered according to their assigned risk level.

Available risk levels

• High Risk
• Medium Risk
• Low Risk

Risk-based results

Selecting a risk level displays only actions matching that category.

Filtering Actions by Status

Status filters help identify outstanding work or completed actions.

Available status options

• Outstanding
• Signed Off

Using Multiple Filters

Filters can be combined to find highly specific information.

For example, you can filter actions by:

• Site
• Building
• Due Date
• Risk Level
• Status

Combining filters allows you to quickly identify the actions most relevant to your current review or validation activity.

Tip

Use filtering before exporting reports or reviewing actions. Applying filters first makes it easier to focus on the information you need and reduces the amount of data displayed on screen.