Multi-Day: Create a View (Filter)

This task topic covers how to:
  • Create a new filter
  • Make the filter available to all users
  • Set the default filter
  • Hide Working in Another Area records

To create a filter on the Multi-Day Schedule:

  1. Go to the Multi-Day Schedule view.
  2. Click the icon that looks like a filter to show your menu options, select Add/Edit Filter(s)
  3. In Selected Filter, select <Add New Filter>
  4. In Name, label your filter.
  5. Optional- select Available to all Users1 to grant all authorized multi-day users access to this view. Clear the check box if you do not want others to see or access this view.
  6. Optional- select Default Filter to always show this filter upon initial view of the Multi-Day Schedule. Clear the check box if you do not want this filter to be the default view.
  7. Optional - select Hide Working in Another Area to hide Working In Another Area records, these records are shown by default to denote a person is working somewhere outside of their shift assignment (home assignment area). To turn this feature off, select this option.
  8. Optional - configure the remaining fields and tabs as desired. See Multi-Day Field Descriptions topic for detailed information.
  9. Click Save to confirm your selections and save the filter. Otherwise, click Apply to preview your selections.
Parent topic: Multi-Day Schedule
1 If Institution Focus is turned on, the user must have the same home institution as the target institution, or have scheduled into rights to the target institution.