How to filter on an Org Unit

Product Context

Within Assure, Org Units (Organisational Units; the nodes within the hierarchical organisational structure) are used to group and categorise records by location, department, or reporting area. Filters can be applied to module list views to return only the records associated with specific Org Units.

Steps: How to Filter on an Organisational Unit

Step 1: Open the Filter Manager

In any module's list view, click the Filter button at the top of the list view, then click the Add Filter icon to create a new filter. 

Step 2: Name the Filter and Add a Condition

Give the filter a name, then click the green Add button to add the conditions for the filter. 

Step 3 -- Select the Filter Field

From the field dropdown, select Org Unit - Name as the field to filter on. 

Step 4: Set the Condition

From the next dropdown, select a condition. For example, select Equal To to match records assigned to a specific Org Unit exactly. 

Step 5: Enter the Org Unit Name

In the text box, begin typing the name of the required Org Unit. As the user types, a list of matching Org Units will appear. Select the desired Org Unit from the suggestions. 

Step 6: Save the Filter Condition

Once the desired Org Unit is selected, click Save & Close to save the filter condition and return to the filter list. 

Step 7: Save and Apply the Filter

Click Save & Close to save the filter without applying it immediately or click Save & Apply to save the filter and apply it to the current list view at the same time. 

Result

After the filter is applied, the module list view will display only the records associated with the selected Org Unit. 

Notes

• The Org Unit - Name field uses autocomplete to assist with selecting the correct Org Unit. Begin typing to see matching results.
• The Equal To condition matches records assigned directly to the named Org Unit. Other conditions (such as Contains) may be available depending on your system configuration.
• Role permissions apply to specific modules and Org Units. A user will only see data within the Org Units their role permissions cover. If an expected Org Unit does not appear in the autocomplete, contact your system administrator to verify your access. 
• This filter approach applies to all modules within Assure, including Incident, Risk Assessment, Audit, Equipment Register, and any other module that stores records against an Org Unit.
• If you need to filter across multiple Org Units at once, consider using an Org Group (a named collection of Org Units) rather than creating individual filters per unit. 

AI Metadata

• Product Area: Assure -- Module List View, Filter Manager, Organisational Configuration
• User Role: All Assure users, System Administrator, Health and Safety Manager
• Tags: Org Unit, Filter, List View, Organisational Unit, Filter Manager, Module Records, Assure
• Version/Region: All Assure versions, all regions
• Important Synonyms: 
  • Organisational Unit = Org Unit = org unit
  • Filter Manager = Manage Filters
  • Save & Apply = apply filter
  • Save & Close = save filter
  • List View = module list view = record list
• Suggested Embedding Keywords: filter by org unit, organisational unit filter Assure, how to filter Assure list view, org unit name filter condition, assure module filter org unit, list view org unit filter, create filter Assure, equal to org unit
• Relevant Modules: All Assure modules (Incident, Risk Assessment, Audit, Equipment Register, Supplier/Contractor Register, Action Manager, etc.)
• Cross-Module Implications: This filter capability is available in all modules where records are stored against an Org Unit. The filter created in one module is not shared across other modules -- each module maintains its own filter list. Users with restricted Org Unit access (via masking or role permissions) will only see Org Units within their permitted scope in the autocomplete.