Grid views, a core component of the IMMS User Interface, can display a very large number of records, as well as a broad range of attributes associated with those records, within the view. Selecting a standard view from the Main Menu places this immense amount of data at a User's fingertips. Typically, however, a User is only interested in a narrow subset of the available records at any given time.
Sample scenario: From the All Cases standard view, a User can access all Cases ever associated with a Contract. To meet a User’s current operational needs, she only wishes to access those Case records that are classified as urgent and presently in progress.
For scenarios like this, each IMMS view offers extensive filtering options, which allow a User to refine the records displayed in the grid view by eliminating those that do not meet the User-specified criteria, as discussed in detail below.
Filter Panel
The Filters panel is located within the viewing pane, along the left side of the screen. The Filters panel includes Filter Control buttons across the top of the panel and a variety of filtering options listed below the Filter Controls.
Filter Controls
The Filter Controls, located across the top of the Filters panel, are used to apply selected filters, reset filter options or clear all filter selections. The available Filter Controls and their position are consistent across all views.
Filter Controls include:
- Apply - Once filtering options have been selected, the User must click the Apply button to apply the selections.
- Auto Apply - Checking the Auto Apply box before making filter selections will automatically apply the filters as they are selected.
- Reset - Selecting the Reset button will clear all filter selections made by the User, except the default filters. The default filters vary by view.
- Clear - Selecting the Clear button will deselect all filter selections, both User selected and the default.
- Collapse All - Selecting the Collapse All will collapse all nested filters options within the Filters panel.
- Expand All - Selecting the Expand All option will expand and reveal all nested filtering options within the Filters panel.
When viewing a list of records within the viewing pane, you can maximize the viewing area by collapsing the Filters panel. To hide the Filters panel, click the arrow icon in the top right corner of the panel. (See circled icon in the illustration above.)
Available Filtering Options
The available filtering options within the Filter panel will vary by view and User Permissions. For example, the Summary Dashboard view is different from the All Cases view in that the former only filters by Contract whereas the latter can filter by Category, Priority, Status, etc. The filters available within any view are configured by the Instance Administrator.
The User will review the available filter options and select those that match the desired criteria.
From the sample scenario used above, the User would utilize the Status filter (selecting "In Progress") and the Priority filter (selecting "Urgent"). After selecting these filters and clicking the Apply Filter Control button, only those records matching the selected criteria (i.e., Urgent and In Progress) would be displayed in the grid view.
To keep track of how many filtering options are being used, reference the active filters count at the very top of the Filters Panel. (See "(1/19)" above the Filter Controls in the illustration above.) This count indicates how many filters are being employed out of the number available.
Common Error: If you are unable to find a Case, Work Ticket, or other record in IMMS, take note of the currently applied filters. There might be one or more filters enabled, per previous selections or default selections, that prevent that record from being displayed within the grid view.
Common Filters
IMMS offers a wide variety of filters, and the displayed filters will depend on the active view. Below are some common filters that can be seen across most views.
Please keep in mind that, although these are common IMMS filters, some filters may not be available based on Instance configuration and/or User Permissions.
| Filters | Uses |
|---|---|
| Assigned To | Records can be filtered to show only entities that are assigned to a specific User. |
| Category | Two types of Category filters:
|
| Contract | Records can be filtered by Contract, allowing a User to display only the records (e.g., Cases, Locations, etc.) for a Contract(s) that he/she is associated and has permissions to access. |
| Location | Records can be filtered by their association with a Location (e.g., building, state, region, etc.) |
| Priority | Records can be filtered by the Priority or urgency assigned to them. |
| Status | Records can be filtered by their current Status. |
| System | The System filter is used to identify records whose scope includes at least one System Element belonging to the selected System(s). |
| System Element | The System Element filter identifies records whose scope matches a specific type of System Element. Clicking on the plus icon ("+") next to the System Element filter will open the Select System Element Type(s) window, which lists the different System Element Types available for selection. |