Creating a custom filter

1. In the navigation toolbar, click Monitor.

   The Source Verification Listing page appears.

2. In the Filter drop-down list, do one of the following:
   • To modify an existing filter, select the filter name from the list.
   • To create a new filter, select the blank area from the list (that is, make sure that nothing is selected).
3. To the right of the Filter drop-down list, click Edit.

   The Criteria dialog box appears. By default, all checkboxes are selected.

   • To deselect a checkbox, click in the box.
   • To select or deselect all checkboxes in a category, select or deselect the All checkbox.
4. Select the checkboxes for the criteria that you want the filter to use. You must make at least one selection in each category.

   Note: In the Visit category, select CCRF to list all instances of a common form.

5. Expand the Criteria dialog box by clicking the SV filter criteria icon () that is located in the lower-right corner, above the Cancel button, to view a summary of your selections.
6. Do one of the following:
   • Click Apply to apply the filter without saving it.

     After you apply the filter, the following occurs:

     • The filter is applied to the list of forms that was displayed at the time you clicked Apply.
     • Subject records that match all your selections appear.
     • The Criteria dialog box closes.
     • The Filter drop-down list displays one of the following, depending on whether you started with a public filter or a blank filter name:

       If you started with a public filter, the name of the filter appears with the name of the public filter that you edited, followed by the words Public Filter in parentheses, and an asterisk. For example:

       Not Complete (Public Filter)*

       If you started with a blank filter name, the word Custom appears.

   • Click Save and provide a name for the filter.

   Note: If you started with an existing filter, the name of the filter appears in the dialog box.