My Filters User Guide

Filters are a powerful tool enabling general or very specific searches to be applied. Filters are available on any page within Lucidity Software where lists of records or results are shown, as well as for specific reports and dashboard settings.

Filter features:

• Search field for high level filtering
• Various search filters for generating very specific searches, often split into filter categories
• Ability to apply single or multiple filters at once
• Save filter option
• Reset Filters, which returns filters back to default settings (eg - may default to including Active users only)
• Clear Filters, removing all entries in all filters (eg - will show results for Active and Inactive users)

Lucidity Competency 'List Records' Example:

Lucidity InForm 'List Form Records' Example:

Lucidity Report 'Incident Category' Example:

Lucidity Dashboard 'Risk Heat Map Controlled' Example:

MANAGING FILTERS

General Filtering

To create a new filter, from the desired page:

1. Click 'Show Filters' in the top right of the page. This will open the filter options
   
   
2. Select a filter to apply
3. Use the options within the filter window as required:
   1. Generally multiple items can be selected 
   2. Intuitive search function means entering a few letters starts to narrow down possible results
   3. Filters are often available within the filter group, such as status or organisation
   4. Select all or clear selection
   5. Show selected only
   6. Adjust number of entries to view
   7. Move between pages of results
      
      
4. Repeat with each filter group on the screen as required
5. Click 'Filter'
6. Results will be displayed
   1. Hint: Clicking 'Hide Filters' makes viewing results easier

Save Filters

Saving regularly used filters saves having to go through the process of selecting all required components again. From the desired page:

1.  Follow steps 1-4 above
2. Click 'Filter and Save'
   
   
3. Add a filter name
4. Click Save
   
   

Apply Saved Filters

Once a filter has been saved, it can be reused as often as required. From the desired page:

1. Click 'Show Filters'
2. Click the 'My Filters' tab
3. Click 'Load Filter' on the required saved Filter
   
   
   
   
4. The Filter will load

Edit Saved Filters

Once a filter has been saved, it may need to be updated with new capabilities, risks, people etc. From the desired page:

1. Load the saved filter as outlined above
2. Adjust filter settings as required
3. Click 'Filter and Save'
   1. The name of the currently loaded filter will appear as the filter name
4. Click 'Save'
5. The existing filter will be updated

Create Default Filters

Saved filters can be set as a default filter. This means the filter will be automatically applied whenever the page is opened. 

To create a default filter, from the desired page:

1. Click 'Show Filters'
2. Click the 'My Filters' tab
3. Click 'Set Default'
   
   
   
   
4. The Filter will now be listed as the default filter and will load each time the page is opened
   
   
5. To remove the default filter, click 'Clear'

Delete Saved Filters

If a saved filter needs to be deleted, simply click 'Delete' to the right-hand side of the saved filter.

Filters Shortcut

The filters shortcut allows for quick access to any saved filters - a quicker way to apply filters than using the My Filters tab.

To access the filters shortcut, from the desired page:

1. Click 'Current Filter'
   
   
   
   
2. Select the desired filter to apply
3. The filter will load