Manage Filters in Assessment Hierarchy

Filters help you streamline assessment information in the Assessment Hierarchy tree. With the help of filters, you can choose which objects you would like to be displayed.

Default Assessment Hierarchy Filters

Assessment Hierarchy has 3 default filters: Design, Open, and Closed. These filters are available out-of-the-box with Assessment Hierarchy for new clients. Existing Governance Portal clients will have to add these filters manually once they add the Assessment Hierarchy to their ribbon. Here is how you can add the default filters manually, if you are upgrading from an older version of the Governance Portal. As their names suggest, the Design filter will show the assessments currently in Design mode, the Open filter will show all open assessments, while the Closed filter will show the assessments that are now closed for responses.

Execute a Filter

1. Select a filter from the Filters drop-down menu in the navigation bar.

   OR:

2. Right-click the filter in the Filters drop-down list and select View Cached Results or View Live Results, depending on the result you selected in the Schedule tab.

   Note: The Schedule tab will be visible only if the administrator has configured the system to schedule searches. For more information, see Configure Scheduling and Caching for Searches and Reports.

   The Schedule tab enables you to schedule searches on a periodic basis and store the results so they can be viewed after the search has been executed.

   1. Select the Enable Schedule check box to activate the scheduling capability.

      Note: You will have to run the search manually when the Enable Schedule check box is de-selected.

   2. Specify the frequency for the Search schedule by selecting one of the following radio buttons:
      • Daily
      • Weekly
      • Monthly
      • Yearly
   3. Type a number in the adjacent text box to specify the frequency of occurrence. For example, if you selected the Weekly radio button in Step 2 and type 1 in this text box, the Search will run once a week.
   4. Type a date in the Start date field. or click Calendar to select a month, date, and year.

      Note: The date should be in the MM/DD/YYYY format.

   5. Select the appropriate radio button to determine how and when you would like to stop running the search:
      • No end date: The search will run continually with no end date.
      • End after...occurrence(s): The search will end after a set number of occurrences. Specify the number of occurrences in the field below.
      • End By: The search will end on a selected date. Type a date in the field or click Calendar to select a month, date, and year.
   6. Default result: Select from the drop-down menu how the search will be displayed when it is accessed from a favorite or double-clicked from the search interface. You can choose whether the search will display live data or the cached results from the last time the search was executed.
      • Live Results: Displays live search results per the recent changes you made to the search criteria. The search results display per the recent changes you made to the search criteria.
      • Cached Results: Displays results from the cache of the search the last time it was executed. It may not include the recent changes.

        Note: Viewing cached results by default will perform faster than live results.

        

   Add a Filter

3. Select Add New Filter from the Filters drop-down list in the navigation bar at the top of the screen. The Filters drop-down is set to All Assessments by default.

   

4. Each filter is assigned a default name that you can update by typing a new name in the Name text box.

   Note: Name is a required field. You cannot leave it blank.

5. Select a view definition from the View Definition drop-down list. The Default Assessment Hierarchy View is the default view definition for the assessment hierarchy tree. Following are the columns within this view definition:
   • Folder Name
   • Assessment Name
   • Object Type (All Entities and RCM Sub Objects)
   • Iteration Type (Standard, Page, Matrix, Dual Matrix)
   • IsTemplate (True, False)
   • Assessment Status (Design, Open, Closed)
   • Created, Updated, Opened, Closed (Date)
   • Created By (Assessment template)
   • Last Modified By(Assessment template)
   • Created By (Assessment)
   • Last Modified By(Assessment)

     Note: For more information on view definitions, see the Manage View Definitions topic.

6. Fill out the following information:
   • The Objects Tab
   • The Filter Tab
   • The Schedule Tab
7. Click Save to save your changes, Run to run the filter without saving, or Cancel to undo your changes.

Edit a Filter

1. From the Navigation Bar: Right-click the filter you want to edit, from the Filters drop-down list, select Edit Filter. OR:
2. Edit the Existing Filter: After a filter has been executed, select Edit Filter from the drop-down list.
3. Update the the following information, as needed:
   • The Objects Tab
   • The Filter Tab
   • The Schedule Tab
4. Click Save to save your changes, or Cancel to undo them.

Delete a Filter

1. Right-click the filter you want to delete from the drop-down list, select Delete and click OK to confirm the deletion.

   OR:

2. Select the filter you want to delete from the drop-down list and select Edit Filter.
3. Click Delete to delete the filter.
4. Click Save to save your changes, or Cancel to undo them.

Note: You can edit or delete the default filters.