Add, edit, or delete incident filters for individuals

You can restrict which incidents that an individual administrator can view, based on an incident's status, owner, creator, units, and shifts.

Example: An administrator may only need to see incidents with a status of Complete or Review, that were assigned to specific units.

The results of defining filters for an individual can be seen when they view the information displayed on the Incidents page. Any incidents that do not pass the incident filters defined for the individual are not visible to the individual.

1. (If you have not done so already) Access the configurations web portal, as described in Configure the administration web site.

2. Click Incident Filters For User.

   The Configurations -> Incident Filters page appears.

   

3. From Select User, choose the name of the administrator you want to set up an incident filter for.

4. Do one of the following.

   Add or edit an incident filter

   1. Under Status, Incident Owner, Units, Incident Creator, and Shifts, select the criteria for determining whether the selected administrator can view an incident.

      Tip: You can make multiple selections in the lists by holding down the Shift or Ctrl key on your keyboard while clicking items.

   2. Scroll to the bottom of the page, and then click Save Incident Filter.

      Near the top of the page, under Select User, the message Filter has been saved. appears.

   Delete an incident filter

   1. Scroll to the bottom of the page, and then click Delete Incident Filter.

      A dialog box for confirming that you want to delete the filter appears.

      

   2. Click OK.

      The page refreshes, and the selections under Status, Incident Owner, Units, Incident Creator, and Shifts clear. Near the top of the page, under Select User, the message Filter has been deleted. appears.