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Filter Management

Filter management allows administrators to control data access in boards by configuring specific filters. Filters ensure that users can only view relevant data based on their assignments.

Accessing Filter Management​

Navigate to Admin > Filter Management to configure filters.

Critical Result Module

Creating a Filter​

To create a new filter, click the Add icon:

In the Create Filter screen, configure the following settings:

  • Name – Enter a name for the filter.
  • Description – Provide a brief description of the filter’s purpose.
  • Assignee – Select users who can apply this filter. If left empty, the filter is available to all users.
  • Board – Choose the boards where this filter should be available. If left empty, the filter applies to all boards.
  • Filter Criteria:
    • Modalities – Filter data based on modalities. If none are selected, all modalities are included.
    • Organizations – Restrict data to specific organizations. If none are selected, all organizations are included.
    • Sites – Limit data to particular sites. If none are selected, all sites are included.
    • Assigned-Only – When enabled, data is filtered to only return orders where the current user accessing the worklist is the assigned user of the order.

note

Organizations and Sites are visible when Organisations & Sites is enabled.

Managing Filters​

  • Once created, filters appear in the Filter List and are available in board filter columns.
  • Users can edit or delete filters as needed.

Board Settings: Requires Filters​

Administrators can configure Requires Filters for a board under Board Settings:

  • When Requires Filter is enabled, the board automatically applies at least one assigned filter. Users cannot remove all filters.
  • If the Requires Filter is disabled, users can manually select or deselect filters for the board.
important

If a board requires a filter but none are assigned, users will not be able to access any data and will encounter an error. Ensure at least one filter is assigned when enabling the required filter setting.