Setting review filters

Set the filters on the Reviews page to determine the reviews that must be displayed.

To set the filters:

  1. Click Monitor > Reviews on the navigation bar.
  2. Expand the Filters section.
  3. Specify the information to display the reviews:
    Filter Name
    The name of the filter.
    Insight
    The name of the Insight for which the reviews are displayed. By default, reviews are displayed for the Certification Manager Insight for Infor.
    Review Type
    The type of the review. possible values:
    • User/Role review
    • Role/User review
    Review Category
    The category of the review. Possible values:
    • Active
    • History
    Process Name
    The name of the certification process.
    Data Sources
    The data sources associated to the review.
    Occurrence Start Date
    The start date of the process execution occurrence.
    Occurrence End Date
    The end date of the process execution occurrence.
    Primary Review Object
    The primary object reviewed. Possible values:
    • User
    • Role
    Advanced Filter
    The attributes of the primary review object. You can also select the Closing Date attribute. Specify a date to view all the open reviews that have been marked completed beyond the specified date.
    Primary Action Flag
    Primary action to be performed on the review. Possible values:
    • Yes
    • No
    Note: This filter is not displayed for the Single Page View layout.
    Top Priority Flag
    Top priority assigned to the review. Possible values:
    • Yes
    • No
    Note: This filter is not displayed for the Single Page View layout.
    Review Period
    The time available for the signed-in user to take action on the review. Possible values:
    • Overdue
    • Due now
    • Escalated
    • Remaining
    Note: This filter is not displayed for the Single Page View layout.
  4. Select one of these options:
    • Click Apply to display reviews based on the filters selected.
    • Click Save to reuse the selected filter parameters in future. The saved filters are displayed on the Saved Filters tab.
      Note: The saved filters are page layout specific and are displayed based on the current page layout.
    • Click Reset to reset all the filters to the default values.