Define Filters for List Screens

To help you quickly locate relevant items, such as plans, or to easily ignore items that are not applicable to you or your therapeutic area, you can filter lists to hide items based on some predefined or custom criteria. Every list screen has a Filter section.

1. On any list screen; for example the Plans screen, in the Filter section, choose all items, only active items, or those items matching your the filter you specify.
   • All <items>—Shows all items (no filter is applied).
   • Active <items> Only—Shows items that are not deleted or marked as Study complete or Archived status.
   • <items> matching filter—Shows only items that match the criteria you have defined in the selected custom filter.
2. To modify the filter in effect:
   1. Click the Modify link.
   2. Select the criteria to filter items by and save the filter as a user-defined filter by giving it a name.
3. Click Ok.