Search Rencore Governance

Search finds the inventories, segments, reports, policies, automations, reviews and provisioning templates in your current Environment from one place. You do not need to know which area an item lives in.

Before you begin

• Search only shows items your role already has permission to see. If your role cannot open an area, for example Automation, that area is not offered in search. See Default Roles and Permissions.

Steps

1. In the left navigation, click Search, directly below Home. The search window opens on top of the current page, with the cursor in the search box. The box lists what you can search, for example “Search Inventory, Reports, Policies, Automations, Review, Provisioning”.

   

2. Type at least two characters of the item’s title or description. Results update as you type.

3. Click a result to open it. The search window closes and Rencore Governance opens the item.

Search is not case-sensitive and matches any part of a title or description. For example, “owner” finds “Teams with very few owners”. It matches what you type as one phrase, so “guest teams” does not find “Teams with guests”.

What you see

Results are grouped by type, in the same order as the left navigation: Inventory, Reports, Policies, Automations, Review and Provisioning.

• Within a group, items whose title matches come first, then items where only the description matches. Items whose title starts with your term come before other title matches.
• Each group shows up to five results. The number next to the group name is the total number of matches.
• When a group has more than five matches, click Show all in the group header to see every match of that type.
• The row above the results shows “All” and one entry for each type, with its number of matches. Click a type to see only its results. Click “All” to go back.
• The matching text is highlighted in each result.
• The total number of results is shown at the bottom of the window.

If nothing matches, the window shows No matches for and the term you searched for. Try a shorter or different term.

Items marked off

A result marked “Off” exists in your Environment but is turned off, for example a disabled policy, segment or review. Automations and provisioning templates that have errors are also marked “Off”.

Use the keyboard

Key	Action
Arrow Down, Arrow Up	Move through the results
Enter	Open the selected result
Tab, Shift+Tab	Move between the result types
Esc	Close the search window

Clicking outside the search window also closes it. When you open Search again, it starts empty.

Limits

Search covers the items in your current Environment:

• Inventories, such as Teams or Users, and their segments
• Reports
• Policies
• Automations
• Reviews
• Provisioning templates

Search does not cover:

• Your Microsoft 365 data, such as users, teams, sites, groups or files. To find these, use the Datagrid search in the Inventory.
• Dashboards.
• Templates in the template libraries that have not been added to your Environment.
• Other Environments or Workspaces. To search another Environment, switch to it first.

In a Virtual Environment, search covers Inventory, Reports and Policies only.

The search window is currently available in English only.