Setting review filters
Set the filters on the Reviews page to determine the reviews that must be displayed.
To set the filters:
- Click Monitor > Reviews on the navigation bar.
- Expand the Filters section.
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Specify the information in these sections to display the reviews:
- Process Filters
- 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 Filters
- Start Date
- The start date of the process execution occurrence.
- End Date
- The end date of the process execution occurrence.
- Object Filters
- 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.
- 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.
- Process Filters
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Select one of these options:
- Click Apply to display reviews based on the filters selected.
- Click Save to specify a name for the filter. You
can 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.