Filters for Audit API Data Sources

If the data source is Audit API, an alternative filters table is presented, with the available filters being those that the associated Supplier Evaluation API provides.

Figure 3-6 API Filter Table

Table 3-4 API Filters Table

Details	Description
Column	Select from the available columns, based on the API's filter parameters.
Runtime Value	Check the box if the value is to be entered by the user when the report is scheduled. Otherwise, enter a fixed value in the value column. The box is unchecked by default.
Value	Enter the value to be applied by the operator. If the column is a lookup to a glossary, or an enumeration, use the picker to select a single value from the available options (see Figure 3-5). Options to filter and search the list appear at the top of the dialog box. Click Search to apply any selections. The paged list of available values shows the item description and code, along with its status in the glossary. For enumerations (lists of keywords), a simple drop-down picker is used. For dates, a date picker is used. When the report is run, the time-zone of the user who scheduled the report is assumed. This field is disabled if runtime value box is checked. It is hidden if the type is Relative and the unit is Run Date.

Details

Description

Column

Select from the available columns, based on the API's filter parameters.

Runtime Value

Check the box if the value is to be entered by the user when the report is scheduled. Otherwise, enter a fixed value in the value column. The box is unchecked by default.

Value

Enter the value to be applied by the operator.

If the column is a lookup to a glossary, or an enumeration, use the picker to select a single value from the available options (see Figure 3-5). Options to filter and search the list appear at the top of the dialog box. Click Search to apply any selections. The paged list of available values shows the item description and code, along with its status in the glossary.

For enumerations (lists of keywords), a simple drop-down picker is used.

For dates, a date picker is used. When the report is run, the time-zone of the user who scheduled the report is assumed.

This field is disabled if runtime value box is checked. It is hidden if the type is Relative and the unit is Run Date.

The filtering parameters available for the Audit API data source are as follows (data for Audits and Visits and their Non-conformances/Issues is returned, Checklist data is not returned):

Audit Code
Audit Template
Completed Date From/Until date range (searches the Status History table)
Due Date From/Until date range
Technologist (select from all users, list can be filtered to just retailer users)
Supplier (text field searches name and code for an exact match)
Site (text field searches name and code for an exact match)

Note:

The Supplier Evaluation APIs are optimized to just return data from the Audit/Visit record. There are therefore limitations on how much related data is available in the API data sources. For example, the status of the Site associated to an audit is held on the Site record, so is not returned by the Audit APIs.