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Using Filters

Managers can add and save filters to limit the data shown on the schedule and request pages. They can use filters on many report pages as well to limit the selection criteria and the data being reported.

Employees can use filters, but may not be able to add, edit, or delete them, depending on how Clairvia Web is configured. Employees with security access to the report pages can use filters on them where applicable.

You can only add, edit, copy, and delete filters while using the Internet Explorer browser. Once a user creates or edits a filter a filter in Internet Explorer, it can be selected in browsers.

The following reports do not have filter capability.

Applying a Filter

To apply a filter, select it from the Filter menu. Clairvia Web then displays the filter name in the Filter box on each filtered page. A filter remains active until you log out or make another filter selection.

To clear an active filter, select (none) from the Filter menu. Be aware, however, that managers can disable the (none) option.

You can select any filter from the Filter menu to switch from one filter to another.

Adding Filters

You must select at least one profile, one employee, and one task in order to add a new filter. If a manager has disabled Filter Setup, however, you cannot add one at all.

Complete the following steps to add a filter:

  1. Click Setup next to the Filter menu. This opens the Filter Maintenance window. The Profiles tab is active by default.
  2. Click the Add link.
  3. Enter a name in the Name box.
  4. Select a profile or profiles.
    1. The Select Profiles box displays a Profiles tree grouped by facility. You can select All to include all profiles in the filter, you can select the box in front of a facility to select all profiles in that facility, or you can click the individual boxes beside the profiles you want to include.
    2. Click Add to move the selected profiles to the Filter Selections box.
  5. Select a task or tasks.
    1. Click the Task tab to activate it.
    2. Select All Tasks to include all tasks in all of your selected profiles. Otherwise, select a profile from the Profiles menu. Then you can select the box beside the profile to include all of its tasks, you can select the box in front of a shift category partition to select all tasks in that partition, or you can click the individual boxes beside the tasks you want to include.
    3. Click Add to move the selected tasks to the Filter Selections box.
    4. Repeat the process with the remaining profiles, if any, until you finish selecting tasks and add them to the Filter Selections box.
  6. Select an employee or employees.
    1. Click the Employee tab to activate it.
    2. Select All Employees to include all employees in the selected profiles; this includes employees who can float to or have secondary jobs in those profiles. Otherwise, select a profile from the menu and select employees from the Employees tree. You can select the box beside the profile to include all of its employees in the filter, or you can click the individual boxes beside the employees you want to include. The tree sorts the employees by profile, then alphabeticly by employee last name. The employees who have your selected profile as their home profile appear first. Next are employees who can float to your selected profile, or who have secondary jobs in the profile, sorted in alphanumeric order by profile. Any employee from another profile has their home profile displayed next to their name in parentheses, such as Smith, Anne (5W MedSurg).
    3. Click Add to move the selected employees to the Filter Selections box.
    4. Repeat the process with the remaining profiles, if any, until you finish selecting employees and add them to the Filter Selections box.
  7. Click Save. The new filter's name is displayed in the Filters pane.

Editing Filters

Complete the following steps to change the profiles, employees, or tasks used in a filter:

  1. Click Setup next to the Filter menu. This opens the Filter Maintenance window.
  2. In the Filters pane, select the filter name.
  3. Modify the profiles, tasks, and employees, or change the filter name using the same steps described in Adding Filters.
    1. To add an item, select it in from the appropriate tab on the left and click Add. This moves the item to the Filter Selections box on the right.
    2. To remove an item, select it in the Filter Selections box and click Remove. This moves the item to the appropriate tab.
  4. Click Save.

Copying Filters

Complete the following steps to copy a filter:

  1. Click Setup next to the Filter menu. This opens the Filter Maintenance window.
  2. In the Filters pane, select the filter name.
  3. Click the Copy link. The window refreshes to show new filter in the Filters pane and the Name box. Clairvia Web displays the profiles, tasks, and employees from the original filter in the Filter Selections box.
  4. In the Name box, change New Filter to the filter name you want.
  5. Modify the profiles, tasks, and employees, using the same steps as in the section Adding Filters.
    1. To add an item, select it in from the appropriate tab on the left and click Add. This moves the item to the Filter Selections box on the right.
    2. To remove an item, select it in the Filter Selections box and click Remove. This moves the item to the appropriate tab.
  6. Click Save.

Deleting Filters

There is no way to recover a deleted filter, so be sure you will not need the filter again before you delete it.

Complete the following steps to delete a filter:

  1. Click Setup next to the Filter menu. This opens the Filter Maintenance window.
  2. In the Filters pane, select the filter name.
  3. Click the Delete link.

More Information about Filters

Filters let you see all available data on the affected page or just the data that matches you filter requirements. Clairvia Web saves filters with your login information. You can access your saved filters when you log in. Other users do not have access to your personal filters, however.

Depending on your request settings, you may be able to use filters to limit what is displayed in the Administer Requests grid only or both the Quick List and the grid.

An active filter affects all pages that use filters. If you select a filter on a Schedule page, that filter remains active on any other pages you view afterward. Filters stay in effect until you select (none) from the Filter menu.

Filters work within any other data limits existing on the selected page.

EXAMPLE

Susan has a filter named MedSurg RN. The filter includes the 5W MedSurg and 6N MedSurg profiles, specific RN tasks, and all employees. Susan goes to the Daily Staffing Board page and activates her filter by selecting MedSurg RN from the Filter menu. The page refreshes to show only 5W MedSurg and 6N MedSurg in the Profiles menu because those are the only profiles in the filter. When Susan goes to the Weekly Schedule page, her filter is still in effect; however, since the Weekly Schedule page (like the Administer Requests page) displays only one profile at a time, the filter's effects also depend on which profile is active in the Profile menu.

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