Search in a process

Search in a process


What is it ?

There is a powerful feature to search content in a given process. See various use cases below in this page.

The search panel is opened from the search button on the right hand side.


Search panel & results



The search results are listed in the right hand side panel and highlighted on a map.

If the enter detailed view button is highlighted, this means content search results have been found in lower levels of the process map.

If the attachment button is highligth, a result has been found in one of the attachment.

Filter search results


Search use cases 

Find a specific a role

There is a bunch of roles working together in the regulatory team (head of regulatory, regulatory manager, regulatory specialist) and we want to know where they are involved in a process

  • Type "regulatory" in the search panel. This will match our 3 roles.
  • In the filter tab, uncheck all options but "Responsibilities" so this will search only in the responsibility field of boxes
  • Refresh the search
You will be able to see where the regulatory team is involved in the process

Check the number of occurence of a term

There is a suspicion that the team overuses Excel reporting in the process. You have systematically captured the tools used in the attachment of each box. It would be interesting to know to know how often Excel has been mentioned.

  • Type "excel" in the search panel
  • See the result count
  • In the analytics tab, you could see the total number of boxes and make a ratio.



    • Related Articles

    • Archiving and unarchiving processes

      Archiving and unarchiving processes Learn about Archived processes including how to archive processes, where to find your archived processes and how to unarchive them. Why archive a process? Archiving processes is a great way to keep your workspace ...
    • Deleting processes/documents

      Deleting processes/documents Learn about how to delete processes/documents that you no longer require. Warning: Skore is not responsible for any content including sensitive information which is deleted by the user. Introduction Sometimes you may have ...
    • Linking processes

      What is it? When working with multiple processes in Skore, a great feature is the ability to link between Activity Boxes and processes. Integrating your processes in Skore helps to ensure that processes flow from end to end and makes navigation easy ...
    • Process Participants

      Process Participants Process participants are users who engage and make changes in a process, as well as defining who is notified about actions in a process. Find out how to view, manage and remove your Process Participants by reading below. How do I ...
    • Process Owner

      What is a Process Owner? In Skore, processes can have a Process Owner. This is not mandatory but a recommended practice to ensure the right ownership of the processes. Setting a Process Owner also helps to organise your processes and maintain them ...