Using the Delegate Search on the Learning Management System

In this article you will learn how to use the Delegate Search in the LMS. This guide provides a step-by-step walkthrough for effectively using the Delegate Search feature on the LMS.

The Delegate search is located on the homepage of the LMS.

When you know the name of an Event or a subject you want to search enter this in the Keyword search field and click on the Search button.

Your results will be displayed in two columns, one for Events and one for eLearning, and Search Filters are displayed at the top. So, for example if you want to remove eLearning, you can check the Exclude eLearning? option and click on Search again.

The eLearning column will then be removed.

You can further filter your results. To filter on the date, click on the dropdown in the Filter by date field, you will be displayed a number of preset options, including This Month, select this and click on Search.

Your results will refresh with only Events happening in the next month.

If you wish to search between specific dates, click the Select Exact Dates checkbox.

The Date From and Date To fields will be displayed. 

Click into the Date From field and select a date with the date picker. 

Do the same in the Date To field. 

When you have your desired date range click on Search.

You can clear any changes you have made to the fliters by clicking the Reset button.

NOTE: This will not clear the filters, it will just reset them back to the last saved filters. 

Let's have a look at other ways you can search from the Home page.

In the Filter by venue option, you will be able to select a list of course taking place in different venues, including physical sites as well as virtual Events. From the dropdown we have selected the MS Teams option and clicked on Search

If there are no results you can just change the filter and research. 

Lastly, we will look at searching for Categories. Click in the Categories field.

This will load a list of available categories which have been associated to an Event in the LMS. You can select one or many categories to search.  

If you wish to select more than one category, hold down the CTRL key 

Holding down CTRL click Default > Category 1.

If you then click on Search you will search for all Events that match the categories you have selected. 

Still, looking for further information? 

Email us at support@phew.org.uk and we will be able to give further clarification on any questions.