How to create and edit Filters

Last updated by Tom Inglis on July 22, 2020 16:09

You can create your own Benefit Categories, Benefit Priorities, Contract Categories, Contract Priorities, Departments and Locations.

Benefit Categories are used to filter Benefits.

Benefit Priorities are used to filter Benefits. You can use them to record additional values like the number of "Priority Groups" people who are the subject or object of your Benefits can be classified under. More than one of these can be applied to each Benefit, and each of them can also have a quantity.

Contract Categories are used to filter Contracts and Benefits.

Contract Priorities are used to filter Contracts. You can use them to record values like the number of "SMEs" or "Living Wage Accredited" suppliers assigned to your Contracts. More than one of these can be applied to each Contract, and each of them can also have a quantity.

Departments are used to filter Contracts, Benefits and Employees.

Locations are used to filter Contracts and Benefits.

NB - We recommend that you use place names or post codes that are recognisable by Google Maps for Locations, because in a future version we will add the abilities to filter based on a Location and radius around it, and to display Locations on a map.

Creating Filters

Click on Create, then on Filter.

Editing Filters

Click on Edit, then on Filter.