Investigate with search and filters

On this page

This module teaches a steward how to isolate a problem population instead of browsing the instance manually.

Learning objective

Form a hypothesis, narrow the result set, and gather evidence before making a stewardship decision.

What to learn

  • simple vs complex filters;
  • AND/OR grouping;
  • the difference between broad search and precise filtering;
  • why saved searches are a steward productivity tool.

Basic filters

Advanced filters

Exercises

  1. Create one simple filter to isolate a suspicious record set.
  2. Create one grouped filter using both AND and OR.
  3. Save the filter configuration as a reusable search.
  4. Explain why the filter is narrow enough to support stewardship work.

Steward habit to reinforce

Do not jump from “I think there is a problem” to “I will fix records.” First prove the population and understand the pattern.