View and Filter Procedures

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Platform:	WebMobile
Plan Type:	BasicEssentialPremiumEnterprise
User Type:	RequesterFull UserAdministrator

This article explains how to use filters to control which procedures you see in the Procedure Library.

Filter and Sort Procedures

You can use filters to control which procedures appear in the Procedure Library. Filter according to most procedure attributes like tags (categories, assets, locations), teams in charge, type (global or local), etc.

Add a Filter Field

Web

1. From the sidebar, select Library > Procedures.

2. Select + Add Filter.

3. Select a procedure attribute from the list. The attribute appears in the list of added filters.

4. Select the new attribute to open its filter options.

5. Choose a filter condition. The condition determines what makes a procedure match the filter.

   Condition	Description	Notes
   One of	Find procedures where the filter field matches one or more values that you specify.	Use this to include specific procedures in the view.
   None of	Find procedures where the filter field doesn't match any of the values that you specify.	Use this to exclude specific procedures from the view.
   Is empty	Find procedures where the filter field has no value at all.
   Is not empty	Find procedures where the filter field has a value.
   Contains	Find procedures that contain the selected value.
   Does not contains	Find procedures that don't contain the selected value.

6. If you set the filter condition to One of or None of, select the specific values to filter for. For example, for the Assigned To field, you select the users or teams to filter for.

The filtered procedures appear in the Procedure Library page.

Mobile

1. From the bottom navigation bar, select More > Procedures.

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   If there are filters active already, a small dot appears on the filter icon .

2. Select the filter icon to display the Add Filter option.

3. In the Add Filter options, select a procedure field to display the Filter by options.

4. In the Filter by options, choose a filter condition. The condition determines what makes a procedure match the filter.

   Condition	Description	Notes
   One of	Find procedures where the filter field matches one or more values that you specify.	Use this to include specific procedures in the view.
   None of	Find procedures where the filter field does not match any of the values that you specify.	Use this to exclude specific procedures from the view.
   Is empty	Find procedures where the filter field has no value at all.
   Is not empty	Find procedures where the filter field has a value.

5. If you set the filter condition to One of or None of, select the specific values to filter for. For example, for the Assigned To filter, select the users or teams to filter for.

6. Select Done to return to the Add Filter options. You can add more filters.

7. To apply your filters, from the Add Filter options, select Apply.

The filtered procedures appear in the Procedure Library screen.