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Overview

The Results section provides powerful filtering and search tools to help you navigate large sets of findings and focus on what matters most.

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Available Filters

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Severity Filter

Filter findings by severity level:
  • Critical - Show only critical issues
  • Major - Show major issues
  • Warning - Show warnings
  • Pass - Show compliant items
  • Inconclusive - Show inconclusive items
  • Multiple selections - Combine severities (e.g., Critical + Major)
[SCREENSHOT PLACEHOLDER: Severity filter dropdown with checkboxes]

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Category Filter

Filter by workflow item categories:
  • Structural
  • Mechanical
  • Electrical
  • Plumbing
  • Fire & Life Safety
  • Accessibility
  • Energy
  • Other custom categories

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Tag Filter

Filter by specific tags:
  • Code sections
  • Element types
  • Project phases
  • Custom tags from workflow items

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Status Filter

Filter by response status:
  • Pending - Findings without responses
  • Closed - Findings with submitted responses
  • All - Show everything

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Using Filters

1

Open Filter Controls

Look for filter buttons or dropdowns in the Results interface.
2

Select Filter Criteria

Check boxes or select options for the filters you want to apply.
3

Apply Filters

Filters typically apply automatically or require clicking “Apply.”
4

View Filtered Results

The findings list updates to show only matching items.
5

Clear Filters

Click “Clear” or deselect all options to return to the full list.

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Common Filter Combinations

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High-Priority Items Only

Filter: Critical + Major
Result: Focus on issues requiring immediate attention

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Unresponded Items

Filter: Status = Pending
Result: See which findings still need your response

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Specific Discipline

Filter: Category = Structural
Result: Review all structural findings together

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Code Compliance Issues

Filter: Tags = IBC, ASCE7, ACI318 (or similar code tags)
Result: Focus on code-related findings

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Items to Review

Filter: Warning + Inconclusive
Result: Items needing judgment or investigation
[SCREENSHOT PLACEHOLDER: Filters applied showing filtered count (e.g., “Showing 12 of 87 findings”)]

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Search Functionality

Search for specific terms in:
  • Workflow item text
  • Finding explanations
  • Document names
  • Your responses

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Search Tips

Search for specific elements:
  • beam - Find all findings mentioning beams
  • IBC 1010 - Find findings referencing this code section
  • door - Find door-related findings

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Combining Search and Filters

Use search and filters together for precise results: 
Search: "connection"
Filter: Category = Structural, Severity = Critical
Result: Critical structural connection findings

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Sorting Results

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Sort Options

Sort findings by:
  • Severity - Critical first, then Major, Warning, Pass, Inconclusive
  • Category - Group by discipline or area
  • Status - Pending first, then Closed
  • Workflow Item Order - Original checklist sequence

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Sort Direction

Toggle ascending/descending:
  • Severity high-to-low or low-to-high
  • Alphabetical A-Z or Z-A
  • Status Pending-first or Closed-first
[SCREENSHOT PLACEHOLDER: Sort dropdown or column headers]

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Filter Management

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Save Filter Settings

Some interfaces allow you to save commonly-used filter combinations for quick access.

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Clear All Filters

Reset to view all findings:
  1. Click “Clear Filters” or “Reset”
  2. All items reappear in the list

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Filter Counts

Many interfaces show counts: 
Critical (8) | Major (15) | Warning (23) | Pass (35) | Inconclusive (6)
Click a count to quickly filter to that severity.

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Advanced Filtering Techniques

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Multi-Level Filtering

Apply multiple filters to narrow down: 
1. Filter: Category = Structural
2. Then: Severity = Critical + Major
3. Then: Status = Pending
Result: High-priority structural items needing response

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Negative Filtering

Some interfaces support excluding items: 
Filter: All except Pass
Result: Show only items that need attention

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Date-Based Filtering

If available, filter by:
  • Execution date
  • Response date
  • Last updated

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Best Practices

Begin with a broad view, then progressively apply filters to focus on specific items.
Filter by Pending status to see what still needs your attention.
Focus on high-severity items in your discipline (e.g., Critical + Structural).
When looking for findings about a particular component, use keyword search.
Reset filters when starting a new review session to ensure you see all items.

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Troubleshooting

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No Results Shown

  • Check if filters are too restrictive
  • Clear all filters and try again
  • Verify the workflow execution completed successfully

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Missing Findings

  • Ensure you’re viewing the correct workflow execution
  • Check that filters aren’t hiding items
  • Refresh the page

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Search Not Working

  • Try simpler search terms
  • Check spelling
  • Use partial words if searching for variations

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Next Steps

Working with Findings

Analyze filtered findings effectively

Exporting Results

Export filtered results to Excel