Item Entry Advanced Filters
Filtering on Items is essential to working with Items like on the Item Entry tool or linking Items to Exams on the Exam Layout tab. Conventional filtering on the Grids only allows for filtering based on one condition per field (eg Status=Active). Regular filtering requirements would be to select from multiple conditions (eg Status=Active or Field Testing). Items are linked to many types of lookup data, such as Competencies, References and Authors. These links require complex rsearch conditions to filter (eg Reference title contains “Fire”). Items also have verbose text stored in Notes and solutions. For efficiency, searches against these fields are split out from the rest of the conventional grid filtering.
Displaying Advanced Filtering
To display the Advanced filtering, check the Show/hide advanced filter check box. Unchecking the check box hides the advanced filter again.
Working with Advanced Filtering
By default on the Item tool, Inactive Items and prior versions of the Item are filtered out of the display. This is noted by the two check boxes (in orange) Include Expired and Include Prior Versions.
| Field | Condition | Values |
|---|---|---|
| Status | Equals or Not Equals | Allows the user to select up to two values that the Item Status either equals or does not equal. Example: Status = (Active or Field Testing) |
| Substatus | Equals or Not Equals | Allows the user to select up to two values that the Item Status either equals or does not equal. Example: Substatus = (Level1 or Level2) |
| Include Expired | Checked or unchecked | When checked will show Items including those that are expired (Expiry Date prior to today). When unchecked will suppress Items that are expired (Expiry Date prior to today). Effective and Expiry Dates |
| Include Prior Versions | Checked or unchecked | When checked will show versions of the Item that are not current. When unchecked will only show current version Items. See Versioning |
| Attachment ID | Equals, Not Equals,Greater Than, Less Than, Between | Allows the user to select up to two values. Example: AttachmentID=5 or 7 |
| Attachment Title | Contains | Allows the user to select up to two values. Searches the linked Attachments' title for words or phrases. Example Attachment Title contains 'safety' or 'tower' |
| Reference ID | Equals, Not Equals,Greater Than, Less Than, Between | Allows the user to select up to two values. Example: ReferenceID=35 or 47 |
| Reference Title | Contains | Allows the user to select up to two values. Searches the linked References' title for words or phrases. Example Reference Title contains 'fire safety' or 'best practices' |
| Reference Publisher | Contains | Allows the user to select up to two values. Searches the linked References' publisher for words or phrases. Example Reference Publisher contains 'doubleday' or 'US govt' |
| Reference Author | Contains | Allows the user to select up to two values. Searches the linked References' Author for words or phrases. Example Reference Author contains 'Smith' or 'Jones' |
| Reference Section | Contains | Allows the user to select up to two values. Searches the linked References' section for words or phrases. Example Reference Section contains '1' or 'first' |
| Reference Pages | Contains | Allows the user to select up to two values. Searches the linked References' pages for words or phrases. Example Reference Pages contains '2-5' or '107' |
| Reference Diagrams | Contains | Allows the user to select up to two values. Searches the linked References' diagrams for words or phrases. Example Reference diagrams contains 'fig 12' or 'diagram 6' |
| Notes | Contains | Allows the user to select up to two values. Searches the Meta text Notes for words or phrases. Example Notes contains 'review with Lisa' or 'confirm calculations' |
| Rationale | Contains | Allows the user to select up to two values. Searches the Meta text Rationale for words or phrases. Example Rationale contains 'test cognitive skill' or 'understands formula' |
| Solution | Contains | Allows the user to select up to two values. Searches the Meta text Solution for words or phrases. Example Solution contains 'divide by gross' or 'factor the tax' |
| Keywords | Contains | Allows the user to select up to two values. Searches the Meta text Keywords for words or phrases. Example Keywords contains 'ethics' or 'algebra' |
| KSA | Contains | Custom search. Allows the user to select up to two values. Searches the Custom KSA field for words or phrases. Example Notes contains '1-7' or 'legacy' |
| Client Code | Contains | Custom search. Allows the user to select up to two values. Searches the Custom Client Code field for words or phrases. Example Notes contains 'country' or 'construction' |
Applying the Advanced Filtering
To apply the selected filters click the Refresh button (in red) on the grid toolbar. This will apply the advanced filter conditions set as well as any filtering conditions set on the grid columns.
Clearing the Advanced Filtering
To clear the advanced filtering conditions, click the Clear filter button (in green).
