Filter and find records

Every list in SteadyOn — hazards, incidents, actions, inspections, meetings, documents, sites, substances and the rest — filters the same way. There are two tools: the search box for words, and the filter row for values.

Search for words

Type in the box above the list. It matches as you type, across the record’s main text — the title, the location, and similar. Clear it with the × at the right of the box.

Filter by a column

In table view, the row directly under the column headings is the filter row. Each column filters itself.

• A column that holds one of a set of values — Status, Type, BRAG, Site, a person — gives you a dropdown.
• Any other column gives you a text box. Type part of what you are looking for: Bay 2 in Location, or May 2026 in a date column.

Tick more than one value

Open a dropdown and tick as many values as you want. The list shows records matching any of them — tick Red and Amber under BRAG to see everything that needs attention.

The number beside each value tells you how many records you would get by ticking it, allowing for the other filters you already have on. The menu stays open while you tick; Clear at the top unticks the column.

The dropdown button tells you what is applied: All when nothing is ticked, the value’s name when one is, and 2 selected when several are.

Combine columns

Filters on different columns narrow the list together. Status Open and Site Nelson Factory shows only open records at that site.

Find records with nothing filled in

Where some records have no value for a column, the dropdown ends with a (Blank) entry. Tick it to find them — incidents with no Severity, hazards nobody is responsible for. These are often exactly the records that need attention.

Two columns word the blank differently, because there the blank means something: Site offers Not site-specific, and a substance’s Classifications offers Not classified.

Note

Some fields are never blank, because an empty value already has a meaning. An incident whose notifiability hasn’t been recorded is Not assessed, and an inspection with no status yet is Scheduled — so they appear under those values rather than under (Blank).

Columns with several values

A few columns hold more than one value per record — a substance can be both Flammable and Toxic. Each value is listed on its own in the dropdown, and a record appears when it holds any value you tick.

See what is filtered

Whenever a filter is on, a row of chips appears above the list:

Status: Open, Under Review × Site: Nelson Factory × Clear all

Click the × on a chip to remove that filter, or Clear all to remove every filter. The chips show filters on hidden columns too, so you are never looking at a narrowed list without knowing why.

The count under the search box — 12 hazards — is always the number currently shown.

Filter in card view, or on a phone

Card view has no column headings, so it has no filter row. Use the Filters button next to the search box instead. It opens a panel with the same dropdown filters, and the cards follow them. On a phone, where lists are always cards, this is how you filter.

The panel lists the dropdown and yes/no filters. For text, use the search box.

Your filters are remembered

Filters stay on when you leave a list and come back, on that device — like your column choices and sort order. If a list looks shorter than you expect, check for chips above it.

Filter on a column you can’t see

The column chooser (top right of the table) lets you show more columns than appear by default — Responsible person, Regulator notified, AI-suggested and others. Show a column to use its filter. If you later hide the column, its filter stays on and its chip stays visible.

Filters carry through to exports

Export CSV, PDF Report and Excel Report all export exactly what is on screen: the filtered records, in your sort order, with your visible columns. The PDF and Excel files note the filters that were applied. See Export a list as PDF or Excel.

The Activity Log is different

The Activity Log keeps its Module and User dropdowns above the list. The log is long and loads a page at a time, so those two choose which entries are fetched rather than narrowing what is already on screen.