Review About the People Filter and People Filter Technical Design topic. Some Roster navigational experience is required.
The task below demonstrates how to create some of the most common filters to get you started.
- To display the People Filter from the Roster click
the icon that looks like a person as shown in the image below OR
from People go to: Filters > Show People Filters Panel.
| Create Filter Type | Quick Task Description |
|---|---|
| Off-Duty | Retrieves people who are not scheduled to work on the Roster for the target date. Setting: OFF DUTY returns people who are NOT on duty on the filter date per their permanently assigned Shift. Go to Filter By > Roster > Scheduled select Off-Duty. |
| Not On-Duty | Returns people who are not working on the Roster which includes people off by schedule AND scheduled but off by exception. Setting: ON DUTY - retrieves people who are on duty on the filter date per their permanently assigned Shift. Returns the opposite logic when selecting Who is Not. Go to Filter By > Roster > Scheduled select On Roster > click Edit> select Who is Not > click Save. |
| Target a Rank | Returns people with the target rank located inside the Person’s Profile tab.Go to Filter By > Profile > Rank select the desired rank. |
| Off-Duty and Target Rank | Returns people with the target rank AND people who are not scheduled to work on the Roster. Go to Filter By > Profile > Rank > select the desired rank AND Filter By > Roster > Scheduled > select Off-Duty. |
| Target a Shift Assignment | Returns people with the target shift located inside the Person’s Assignment tab. Go to Filter By > Assignment > Shift >select the desired shift. |
| Target a Shift on the Roster | Returns people on the Roster assigned to the target shift. Go to Filter By > Roster> Shift >select the desired shift. |
- To save your filter, click the icon that looks like a floppy disc. Click Save As...
- Label your filter and click OK to confirm your settings.
- To allow others to access your filter, select Available to All Users1 and click Save.