Finding Specific Documents
- Use the Search field to locate documents by name
- Apply quick filters to find documents that require action (e.g., Follow-up - to be obtained, Expiring Soon, Expired).
- Documents needing attention are marked with an exclamation mark icon for easy identification
Advanced Filtering Options
- Use the Advanced Filter to sort documents by category and date range
If filtering by Matrix Courses, you can refine results further by:
- Source of training requirement (Marlow/Client).
- Priority level based on the Training Matrix.
After selecting your filters, press "Apply Filters" to view the results.