Creating System Filters
Filters are useful particularly when viewing Worker or Client Records. They will allow you to only see the records that are relevant to you on your screen to help you perform your job role. For example, you could set a filter to only show you Active Workers so all the Inactive and Finished ones disappear. This is done by the Current Filter dropdown at the top of the screen.
The Current Filter dropdown appears in several screen in the system, mainly under any Browse screen and in the Work with Visits and Work with Shifts screens. Filters created under the ‘root’ login become system wide filters and apply to everyone, filters created by users are unique to the individual.
- Selecting a filter is very easy, simply use the drop down arrow in any screen where the Current Filter field appears and choose an option from the list
- Once an option is chosen you will only see information on the screen that matches the parameters of the filter. To see information that is not shown, you will have to change the filter again. All is the default setting and ensures that all records are displayed on screen
- Ensure you have the correct filter applied when searching for information
- Right Click on the name of the filter displayed in the box to open a small options menu.
- From here you may Delete the filter see the Properties of the filter and set the filter as Default for me
- If you set the filter as default it will automatically be applied every time you log into the system and enter that screen. This will not apply to other users.
To create a Filter of your own from scratch, use the following steps
- Click the New button displayed next to any filter field on the system
- Enter the Name you wish to call the filter
- Click on the first line beneath the ‘Filter Parameters’ headings, it will be highlighted blue
- Click on the right hand side of each column heading to set parameters from a dropdown
- Set Property as the type of thing you want to filter by e.g. Group (GroupRef)
- Set Operator (displayed as symbols) to the desired valve e.g. = (Equal to)
- Set Value (options defined by Property selection) from the dropdown
- Set Logical (AND, OR, NOT) to as the desired option for the filter
- You may set several lines/parameters to the filter if you wish, just be careful of the logic field as it relates to the parameter directly beneath it
- Add child filters if you wish by using the same process in the bottom half of the screen. These are additional parameters to the main filter.
- Click OK to save the filter
Note: Although creating filters can seem daunting, it helps to read them by converting them into full English. GroupRef = South AND Confirmed = True becomes “I want to see people from the South group who have had their visits confirmed.”