Creating a New Schedule Filter

New schedule filters can be created by authorized users. These filters can be saved and used again.

To create a new schedule filter, complete the following steps:

1. With the schedule screen open, navigate to the upper right side of the screen.
2. Click on the expand icon to display the fields for setting up a new filter.

   

3. In the Field Selector field, click on the icon to display the menu options for this field.
   • Select the field to include in the filter from the menu. This field may be from the employee schedule or from the employee record.
   • If the Any Field option is chosen, any of the fields in this menu can match with the values set up in the Field Values field.
   • Note that the Coverage Period filter only shows schedules that count toward coverage during the selected coverage period. For example, a productive schedule that overlaps the coverage period would appear, but a PTO calendar would not.
4. In the Condition Operator field, open the menu and select the option to determine how the field criteria needs to be met.

   The following lists the operator options. Note: Some fields only allow a certain operator, such as Equal To. This operator is then automatically assigned and cannot be updated.

   Contains	The employee or schedule must include the value entered in the Field Value field. For example, if the Field Selector is Job Class and the user types "nurse" in the Field Value field, the filter will include all job classes that have "nurse" in the description.
   Equal To	The employee or schedule must match one of the values selected in the Field Value field.
   Begins With	The value in the Field Selector begins with the letters or numbers entered in the Field Values field.
   Does Not Contain	This operator is used to exclude certain employees or schedules that contain the value entered in the Field Values field. For example, if the Field Selector is set to Activity Code and 12 is entered in the Field Value field, the listing would exclude schedules with the value 12 in the code or description.
   Does Not Equal	This operator is used to exclude employees or schedules which have selected values, such as an activity code or job class. The excluded values are selected from the menu in the Field Value field.

5. In the Field Values field, enter the criteria to determine which schedules are included in the filter.
   • Values can either be typed, or can be selected from the menu by clicking on the Look Up icon to the right of the field.
   • If more than one value is selected, any of those values will create a match for the filter.
   • The options displayed in the menu depend on the Field Option selected. For example, if the Job Class field option is selected, the options that display on the Field Values menu will be job classes for the open organization unit.

   

   Note: When using the operators Contains, Begins With, and Does Not Contain, the user can type in a part of the value to be matched. When using operators such as Equal To or Does Not Equal, the match must be exact, and so it is recommended the field values are selected from the menu. See the Operator Values above for examples.

6. Click on the Add a New Condition icon to add another criteria option.
7. When there is more than one condition, an additional box displays to the left to determine whether the schedules must meet all the conditions (Match All) or any one of the conditions (Match Any) to be included in the filter results.
8. Repeat steps 3 through 5 to add additional criteria options.
9. To remove a condition, click on the Clear/Remove Condition icon to the right of the condition line.
10. When all conditions have been added, click on the Save icon at the top of the screen to save this filter.
11. A box is displayed to enter a name for the filter. After entering a name, click on the Save button in this box.

    

12. Click on the Apply Filter button to load this filter to the schedule screen. Only employees who meet the criteria are listed.

• If the Highlight matched results box is checked, the schedules that meet the conditions are highlighted. All other schedules for qualifying employees are not highlighted.
• If the Highlight matched results box is NOT checked, all schedules are displayed the same.

  Note: For more information on the rules used with filtering a schedule, see Schedule Filtering Rules.