You can filter searches by Procedural Status or Department.

Users or groups of users can have a default or enforced Search Filter.

A saved Search Filter will include any Department that is a narrower term of the Department selected for the filter.

Create a new Search Filter

1.Open the Search Filters window by going to Tools menu > System Maintenance > Search Tool > Search Filters.

2.Choose they Type of Filter, Object Status of Department. Enter the Type of Filter. Options are Object Status or Department.

3.Enter the datafile.

4.Enter the Description for the drop down list in Advanced Search.

5.Choose Equal To or Not Equal To in the operation field.

6.Enter the Authority Term you want excluded/included by the filter operation.  This will either be a Department or a Procedural Status.

7.Click OK.

Assign a Default Filter for a Group or User

1.Click on the Tools menu > System Maintenance > Search Tool > Search Filters.

2.Enter the Group or User you want to set a Default Filter for in either the Default Filters for Groups or Users tables.

3.Enter the datafile.

4.Enter your default Search Filter in the Default field.

5.If you want the default filter applied to every search done by that User/Group, type 'Y' in the Enforced? Field. The filter will also be enforced for Quick Search.

6.Save your entry in the Search Tool > Filter window.