Search and Filter

1. About feature

The search and filter function in VisionSync allows users to quickly and easily find specific elements within a strategic plan. With this feature, users can filter by various criteria, such as the element's name, label, or status.

2. Screen explanation

The “Build Plan” screen contains the following elements.

a. Select Organization Entity (Required): This allows users to select the organization entity they belong to and is assigned to a strategic plan by the administrator. Selecting the organization entity will allow users to load and view the strategic plan specific to their organization entity. By default, it selects the parent organization when you are viewing the strategic plan.

b. Select Review Period (Required): This allows users to select the review period that is generated based on the timeframe of the strategic plan and its review period frequency. By selecting the different review periods in the strategic plan users can view the current version of the plan along with the historical version.

c. Strategic Framework Top Level (Ex-Goal): This section displays the top level of the strategic plan based on the levels defined in the strategic framework. For example - if your strategic framework has two levels - Goal and Strategy. The top level is the goal and it will show up below the review period dropdown.

d. Strategic Framework Other Level (Ex - Ex-Strategy): This section displays all other levels of the strategic plan based on the levels defined in the strategic framework. For example - if your strategic framework has two levels - Goal and Strategy. The other level is strategy and it will show up on the right side of the screen with an icon to open it further. Another example: let's say your strategic framework has three levels - Goal, Strategy, and Objective. The top level is always displayed on the left but the other two levels, strategy and objective, will show up on the right of the screen as a tree structure. You will click the drop icon in the strategy to view all the objectives of that strategy and so on.

NOTE: You will see that you can add content for the different levels of the strategic framework and it is like a tree structure. The parent top node (goal) is on the left of the screen. Parent top nodes can have multiple children (strategy). These children (strategy) will be displayed on the right. Each strategy can have multiple sub-children and so on. These sub child will be visible when user will click the drop icon on a child level

e. Add Strategic Framework Level Content: This button allows users to add content in the strategic framework level against the strategic plan for the selected organization entity in the selected review period. Example - Let’s say the strategic framework has two levels - goal and strategy. Users should see two buttons - “Add goal” and "Add strategy”. These buttons will allow the user to add the content at the respective strategic framework level in a strategic plan for the organization entity.

f. Add Strategic Action Item (Initiative) - This is the last level in the strategic framework and will be displayed on the strategic plan screen too. Once you open the second last level on the screen you will see a button to add initiative. For example - Let's say the strategic framework has two levels - goal and strategy. Users should see two buttons - “Add goal” and "Add strategy”. These buttons will allow the user to add the content at the respective strategic framework level in a strategic plan for the organization entity. However, when the user opens the second last level (strategy), then a button to add a strategic action item (initiative) also appears.

g. Search: This allows users to search keywords inside several elements of the strategic plan.

h. Preview: This button allows the user to see the preview of the whole plan including the organization entity statements (mission, vision, value) and the content for all the strategic framework levels added to the strategic plan. Users can also download the PDF to print.

i. Filter: This button allows users to do advanced searches for different elements in the strategic plan using filters.

3. How to perform this feature/functionality?

a. Log in to your VisionSync account using your credentials.

b. From the Top-Navigation Bar, select "Strategic Plan".

c. The Strategic Plan screen will open, displaying a list of all the strategic plans created within your organization.

d. Click on the “Build Plan” option against the plan.

e. A new screen will open containing the strategic plan details like assigned organization entities, review period, and strategic framework levels (goals, strategy, etc.)

f. Select the organization entity for which you want to search the strategic plan elements

f. To search inside the plan, click on the Search icon and type the keyword in the search bar.

g. To filter the elements in the plan, find the Filter button in the top right part of the screen and apply filters for advanced search.

4. Expected Result

After performing the search, VisionSync will display a list of all the elements that match your search query. You can then click on an element in the search results to navigate directly to that element in the plan.