Filtering rows

Rows in an MR or OTS can be filtered by job, employee, and area. This can be used to see only rows for RNs or LPNs, for example. When row filters are applied, only information from the currently displayed rows is included in the Coverage panel and in the KPIs displayed in the Details panel.

  1. Edit an MR or OTS.
  2. Click Filter.
  3. Apply row filters by specifying this information:
    Jobs
    Click the database lookup and select a job from the list.
    Employee
    Click the database lookup and select an employee from the list. Unassigned rows are not displayed when the Employee filter is applied. If an employee is assigned to a row that was created after the employee was placed on LTA or after the employee was unassigned (a temporary assignment row), selecting that employee in the lookup also displays the employee's primary row. If a row includes an employee who is not selected in the filter, the employee is shown as not available, but the row remains actionable.

    The Employee filter is based on the employees loaded in the rotation. It does not depend on the selected Job or Area filters.

    Area
    Click the database lookup and select an area from the list.
    Only rows for the specified jobs are displayed in the MR or OTS edit screen.
  4. Click Apply.
You can view all the rows again by clicking the Reset button or the Select All slider in the Filter pop-up.