In this new version, we have hierarchical filters to enable you to narrow down your search or view on specific biologs by applying multiple filtering criteria in a structured and logical manner. Each subsequent filter becomes dependent on the one above it.
When you select a value in a higher-level filter (e.g. Company), the lower-level filters (e.g. Department, Location, and Employees) respond and adjust their options accordingly, displaying only relevant choices that are associated with the selected Company.
Step 1: Select a Company
- By default, the filter is set to the company that you, the Admin/Manager, are currently logged in to.
- Once clicked, the filter list will display all the companies you are authorized to view based on your access level.
Step 2: Select a Department or multiple Departments
- By default, the filter is set to "all" departments.
- Alternatively, you can filter your list by clicking on the dropdown textbox. The dropdown list will only show the departments under the previously selected Company.
- If you change the Company, the list will also update its values.
- You can select single or multiple Departments by scrolling down the list and clicking department(s) or using the search box within the list.
Step 3: Select a Location or multiple Locations
- After selecting a Company and optionally narrowing down your search with specific Department(s), the next step is to choose a Location or multiple Locations.
- By default, the filter may be set to display all available Locations associated with the selected Company and Department(s). The Locations presented in the dropdown list will depend on the previous selections. For example, if you've chosen a specific Department, the Locations shown will be those associated with that Department of the chosen Company.
- If you change the Company or Department, the available Locations will automatically adjust based on the updated selection.
- You can select one or multiple Locations by scrolling through the list and clicking location(s) or using the search box within the dropdown menu. This allows you to easily focus on specific Locations of interest.
Step 4: Select an Employee or multiple Employees
- After specifying the Company, Department(s), and Location(s), the next step is to choose an Employee or multiple Employees for further filtering.
- Like the previous steps, the filter may be set to display all Employees by default or show only Employees associated with the selected Company, Department(s), and Location(s).
- The list of Employees will be dynamically updated based on the hierarchical selections made above. For instance, if you have chosen a specific Company, Department, and Location, the Employees displayed will be those linked to those specific criteria.
- You can select one or multiple Employees by scrolling through the list and clicking name(s) or using the search box within the dropdown menu. This allows you to refine the search to include data related to specific individuals or groups of Employees.
Step 5: Click on the "Search" button
After finalizing your selections for Company, Department, Location(s), and Employee(s), the last step is to click on the "Search" button. The system will process your chosen filters and date range, and the results of biologs that match all the selected criteria will be displayed on the right side of the interface.
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