This article explains how to create a Filter (a saved set of conditions used to refine and narrow a module record list) within any module in Assure. Filters help users locate specific records across modules that may contain hundreds or thousands of entries. Users can create Private Filters (visible only to the creator) or, with the Manage Global Filters Supervisor Privilege, Public Filters (visible to all system users). Filter criteria are built using field, condition, and value selections. Multiple criteria can be combined using AND logic (default) or OR logic (via the Add OR Group option). Once applied, a filter persists in the module until cleared or changed. This article applies to all Assure modules that support record list views.
Prerequisites
- An active Assure user account with access to at least one module.
- The Manage Local Filters Supervisor Privilege (required to create, edit, or delete your own private filters).
- The Manage Global Filters Supervisor Privilege (required to make a filter public and visible to all users).
Overview
Assure modules can contain hundreds or even thousands of records. Filters allow users to find and display specific records based on defined criteria, rather than scrolling through the full list. Users can create, edit, and delete filters from the Manage Filters page within any module.
Steps
1. Open the Filters Menu
Navigate to the module in which you want to create a filter (for example, Incident Record).
Click the Filters button in the module toolbar. A menu opens displaying sorting options and a Manage Filters button.
2. Access the Manage Filters Page
Click the Manage Filters button. The main filter management page for the current module opens, from which you can Create, Edit, and Delete filters.
3. Create a New Filter
Click the New Record button to create a new filter.
4. Name the Filter and Set Visibility
Enter a Name for the filter in the Name field.
By default, all new filters are Private, meaning only the user who created the filter can see, use, and edit the filter.
If you have the Manage Global Filters Supervisor Privilege, you can control the filter's visibility:
- Leave the Private checkbox ticked to keep the filter private (visible only to you).
- Untick the Private checkbox to make the filter public, making the filter available to all system users.
5. Add Filter Criteria
Click the Add button (or Add OR Group button) to add a filter condition.
For each condition, use the dropdown menus to select:
- The field you want to filter on (for example, Incident Date).
- The condition to apply (for example, "Last X Days").
- The value to filter on (for example, 7).
To add more conditions, repeat the process. Additional conditions added using the Add button apply AND logic by default, meaning all conditions must be true for a record to appear.
6. Add OR Logic (Optional)
To add a group of conditions where any one condition can be true (OR logic), click the Add OR Group button instead of the Add button.
Configure the condition within the OR Group in the same way as standard conditions.
For a full walkthrough of creating an OR Filter, see the related article Creating an OR Filter.
7. Save and Apply the Filter
Click Save and Close to save the filter without immediately applying it to the current view, or Save and Apply to save the filter and immediately apply the filter to the module record list.
Important Note: Filter Persistence
When a user runs a filter in a module, Assure remembers the filter and applies the filter every time the user leaves and returns to that module. The filter continues to be applied until the user changes the filter or removes the filter. To clear an applied filter, select a different filter or clear the active filter from the Filters menu.
AI Metadata
- Product Area: Assure (Core Platform, Filters and Data Management)
- User Role: End User, System Administrator, Health and Safety Manager
- Tags: #Assure #Filters #FilterManagement #FilterConditions #DataFiltering #RecordList #ModuleFilters #PrivateFilter #GlobalFilter #ManageFilters
- Version/Region: All Assure versions, All regions
- Important synonyms: Filter (search filter, data filter), Manage Filters (Filter Manager), New Record (create new), Private Filter (local filter), Public Filter (global filter), Add OR Group (OR condition group), Condition (filter criteria, filter condition)
- Suggested embedding keywords: Assure create filter, how to create a filter Assure, manage filters Assure, filter records Assure, module filter Assure, private filter Assure, global filter Assure, filter criteria Assure, AND filter Assure, OR filter Assure
- Relevant modules and cross-module implications: This article applies to all Assure modules that support record list views, including but not limited to Incident Record, Risk Assessment, Audit, Equipment Register, Supplier/Contractor Register, Action Manager, and People and Training. The filter functionality is universal across modules. Filters created in one module are specific to that module; the process and logic apply universally.