Who does this article apply to?
- Users with access to Ausmed's Learning Management System
Saved Filters allows you to save the parameters of a Management Tool or Report - so that you can quickly recall it, without needing to re-input the parameters again when accessing the data.
In order to create a Saved Filter you will need to:
- Login to the Ausmed LMS
- Saved Filters can be accessed on both the Learning Manage Tools / Reports as well as the Policies Manage Tools / Reports
- To save a Saved Filter on a Report - simply navigate to Report on the left hand side menu
- Select a Report you wish to create a Saved Filter for
- Input the parameters you want include in the Saved Filter
Then click Save Filter
- A modal will pop up for you to input a name for the Saved Filter - type in an appropriate name and click Save
- Congratulations! You've just saved your first Saved Filter!
- You can use the same instructions above for Management Tools - the only difference is, you access these tools via the Manage tab instead.
In order to view all your Saved Filters - you'll need to access the Saved Filters Dashboard.
Here - you'll be able to view, edit or delete your filters.
To access the Save Filters Dashboard
- Navigate to Saved Filters on the left hand side menu - you'll only see this button on the Manage and Report tabs.
- Here you'll be able to see all your Saved Filters
- The tabs along the top will show you your Saved Filters based on their relevant grouping.
All: Shows you all Saved Filters
Learning Management Tools: shows you filters from your Manage section
Learning Reports: shows you filters from your Learning Reports section
Policy Management Tools: shows you filters from your Policy Manage section
Policy Reports: shows you filters from your Policy Reports section - To open your Filter, edit the Title of your Filter or Delete your Filter - hover your mouse over the Filter you wish to take action for, and click the 3 dots
- Click the appropriate action button to Open, Edit or Delete your Filter