Create Custom Filters

1. Navigate to Queries > Filters > Library.

   The FILTER LIBRARY page appears.

   This page lists the predefined as well as custom filters and their value sets in a control tree format.

2. Click New Filter.

   The FILTER ELEMENTS page appears.

3. From the Available Elements list, select an element to associate with the custom filter.
4. Click the right arrow ( >) button to associate the selected element with the custom filter.

   The selected element appears in the Selected Elements list.

   Tip:

   To add all the elements in Available Elements list to the Selected Elements list, click the >> button.

   To remove an element from the Selected Elements list, click the > button.

   To remove all the elements from the Selected Elements list, click >> the button.

5. Save the filter.
6. To assign a category to the custom filter, use the Category drop-down list.

   A category indicates the reporting aspect to which your filter pertains: Compliance, Configuration, General, Management, or Pharmacovigilance. Specifying the category also helps you in searching the relevant filters from a list of all the filters saved in the system.

7. In the Description field, enter a description of the custom filter.
8. Click Save.

   The Save Filter dialog box appears.

9. Enter a name for the custom filter.
10. Click OK to save the custom filter and refresh the FILTER ELEMENTS page.

    Note that:

    • The Name label displays the name of the saved filter.
    • The Active Query Name label in the upper-right corner of the page now displays the name of the filter you specified.
    • The Save As button and the Permissions button are now enabled.

      Note:

      If you make modifications to the filter elements after you saved the filter to the system, click Save to save the changes. To save the filter by another name, click Save As.
11. To assign group-level permissions on the filter, click Permissions.

    The Permissions dialog box appears with the names of all the groups (except the Administrator group) that the system administrator has created.

12. To assign permissions to the group members on the filter you have created, use the drop-down list next to a group name. The available options are:

    Permission	Description
    R/W/D/P	Group members will be able to view, modify, delete, and assign permission on the filter.
    R/W/D	Group members will be able to view, modify, and delete the filter.
    R/W	Group members will be able to view and modify the filter.
    R	Group members will be able to only view the filter.
    No Access (Default)	No group members will be able to access the filter.

    Note:

    The author of the filter always has the highest level of permission (R/W/D/P) on the filter. For example, suppose you belong to the Data Entry group and you assign the No Access permission level on your filter; other members in you group cannot access the filter

13. Click OK to save the permission settings.

For more information, see:

• Create a Value Set for a Custom Filter