The policy and procedures list can be filtered for a few different
reasons. One is to narrow your results by using criteria to find specific
records. Another is to give you a count of policies and procedures, based on
your selected criteria.
As an example, if you wanted to know how many policies and procedures you have
for your sales department, you could select "Sales" from the Department drop-down list. Click the
"Filter List" button and you will see only the policies and
procedures posted for the sales department. You will see the total records label above the list has
changed and gives you a total count of all policies and procedures in the sales
department. You can choose as few or as many criteria as you need.
To filter the policies and procedures list, click the "Filter
List panel will open above the policies and procedures list...
Choose criteria to filter the list. Use as many of the filters as you
need, you can choose one or many items depending on how you would like to
narrow your results.
Click the "Filter List" button and the list will display only the
policies and procedures that meet the selected criteria.
Filters are persistent, meaning even after viewing and or editing
a record, the filter you are using will still be in place when you come back to
the main list. You can reset the list by clicking the "Cancel Filter"
also save your filters, to use again at a later time. After you filter the list
open the filters menu by clicking the
the filter box.
When the filter menu opens choose "Save Filter" This
will bring up the "Add A New Filter" window. Enter a name for the
filter and click the "Add This Filter" button. The window will close,
and your filter will be saved.
To load a filter at a later time, open the filters menu again but
this time choose "Load Filter". A list of saved filters will be
displayed. Click the filter you want to load. The filter will be applied and
your list will display according to the filter criteria.
To delete a filter, open the filters menu again but this time
choose "Delete Filter". A list of saved filters will be displayed.
Click the filter you want to delete. The filter will be deleted, the filter box
will close and the list will be reset back to its original state.