Summary
This article explains how to edit an existing Filter (a saved set of conditions used to refine record lists) within any Module in the Assure platform. It covers renaming the filter, adjusting visibility (public or private), modifying criteria, and managing OR Groups. This process is relevant for users who need to update saved filters for reporting or workflow purposes.
Prerequisites
- Access to the relevant Module in Assure.
- Permission to manage filters within that module.
- Global Filter permission is required to make a filter public (visible to all users).
Problem / Intent
Users often need to update existing filters to reflect new reporting requirements or adjust criteria for data analysis. This article provides clear steps to edit a filter without creating a new one from scratch.
Steps
- Navigate to the Module
1.1 Log in to Assure and open the desired Module (e.g., Incidents, Audits, People).
2. Access Filter Management
2.1 Click Filters in the module toolbar.
2.2 Select the Manage Filters icon.
3. Select the Filter to Edit
3.1 Locate the filter you want to modify in the list.
3.2 Click the Edit button next to the filter name.
4. Edit Filter Details
4.1 Update the Filter Name as required.
4.2 If you have the Global Filter permission, choose whether the filter should be Public (visible to all users) or remain private.
5. Modify Filter Criteria
5.1 To edit existing criteria, adjust the fields as needed.
5.2 To add new criteria, use the Add Criteria option.
6. Manage OR Groups
6.1 To add additional criteria to an existing OR Group, click the Cog Menu for that group and select Add to OR Group.
6.2 To delete an OR Group, click the Cog Menu and select Delete OR Group.
7. Save Changes
7.1 Click Save & Close to save changes and exit.
7.2 Click Save & Apply to save changes and immediately apply the filter to the current view.
Notes & Warnings
Note: Only users with the Global Filter permission can make a filter public.
Warning: Deleting an OR Group will remove all criteria within that group permanently.
Examples
- Example 1: A Safety Manager edits the “Open Incidents” filter to include incidents reported in the last 30 days by adding a new date criterion.
- Example 2: A Supervisor changes a private filter to public so the entire team can use the same criteria for audits.
Troubleshooting
-
Symptom: The option to make a filter public is not visible.
Cause: The user does not have the Global Filter permission.
Resolution: Contact an administrator to grant the required permission. -
Symptom: Unable to find the filter in the list.
Cause: The filter may belong to another user and is private.
Resolution: Request the owner to share the filter or create a new one. -
Symptom: Changes to criteria are not applied.
Cause: The user clicked Save & Close but did not reapply the filter.
Resolution: Use Save & Apply to apply changes immediately.
FAQ
Q1: Can I edit a filter created by another user?
A1: Only if the filter is public or you have the necessary permissions.
Q2: What is an OR Group in a filter?
A2: An OR Group allows multiple criteria to be grouped so that records matching any of the conditions are included.
Q3: Can I undo deleting an OR Group?
A3: No, deletion is permanent. Recreate the group manually if needed.
Q4: Do changes to a public filter affect all users?
A4: Yes, any edits to a public filter are visible to all users who can access it.
Related Articles
- Getting Started with Assure: Login, Navigation, and Basic Operations — Overview of navigation and filter basics.
- Supervisor Privileges — Details on permissions for managing filters.
- How to create workflow rules — Explains how filters are used in workflow rules.
- People, Injuries and Absences (OSHA 301) — Shows filter usage in the People module.
AI Metadata
- Product Area: Assure
- User Role: Module User, Supervisor, Administrator
- Tags: edit filter, manage filters, OR Group, global filter, Assure module
- Version/Region: All supported versions, Global
- Important synonyms: modify filter, update filter, change filter criteria
- Suggested embedding keywords: edit filter Assure, manage filters, OR Group, global filter permission
- Relevant modules: All Assure modules (cross-module functionality for filters)