Overview
Filters are available throughout IRM Web Client to refine a displayed list or a dashboard chart. This section lists all the filters available.
Filters have a set of options for the user to select from. Some filters also support a search input field so that a specific value can be looked up. Additionally, some filters support configuration to allow the user to choose the set of options presented and to select the default filtering. Filters can be pinned if required.
Visibility of filters
For a particular list, chart type, or advanced search result, only applicable filters are available. Select the Filter button to view filters.
The filters available to a given user depend on the privileges granted to that user. If privileges aren't granted for a particular filter, that filter won't be visible to the user.
The number of active filters is shown on the Filters button. You can also configure which filter groups are shown. Refer to Customizing filter group visibility.
Example: Three filters applied
Customizing filter group visibility
You can also customize which filter groups are shown on a page—for example, to remove filter groups that you use less frequently.
Select the
icon beside the Pin or Unpin button.In the Filter Settings dialog, use the sliders to Add or Remove filter groups. You can also Add all and Remove all.
NOTE: Filter groups, which are essential for the functioning of the page—for example, Item Type on the Disposition Eligibility page, can’t be removed.
Select OK.
If required, reset filters back to default, by selecting Reset to Default in Step 3 above.
Filters and reports
If you add filters to a list from which a report can be made, like Label Queue, the filters are added to the report. You can remove them for each case.
Resetting filters
To reset filters on a particular page (excluding the Dashboard page), select Reset, which is available:
Beside the applied filter boxes at the top of a list.
At the top of the main filter panel.
List of filters
Filter | Description |
|---|---|
Responsible Attorney | Filters based on the Responsible Attorney. |
Approval Status | Filter disposition-eligible items by their approval status:
|
Practice Area | Filters based on the practice area, for example:
|
Created Date | Filters based on the following criteria for date created. Values can be edited for these filters:
|
Created By | Filters by:
|
Circulation Date | For checked-out records, filters are based on the following criteria for the date circulated. Values can be edited for these filters:
|
Media Type | Filters based on media type, for example:
Note that on the Disposition Eligibility page, items available in this filter reflect the selection for Physical / Electronic filter. |
Record Status | Filters based on records status, for example:
|
Record Type | Filters Physical Record Type—for example, Correspondence. |
Circulation Status | Filters based on the following statuses:
|
Priority | Filters based on priority, for example:
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Completed Date | Filters based on date of completion of delivery request. Values can be edited for these filters:
|
Handling Duration | Filters based on the time elapsed since a request was made, for example:
|
Request Status | Filters by the current status of a delivery request, for example:
|
Requested For | Filters based on the following criteria:
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Requested By | Filters based on who made the request. |
Assigned To | Filters based on who the request is currently assigned to, for example:
|
Checked Out To | Filters based on the following criteria:
|
Label Queued By | Filters based on the following criteria:
|
Home Location | Filters based on Home Location. |
Item Type | Filters between records and boxes. |
Print Status | On the Label Queue, filter out items which have already been added to a report to help manage which items the user has already generated a report for.
|
Favorite Type | Filter the My Favorites page by:
|
Event Type | Filters Disposition Eligibility based on the following criteria:
|
Eligibility Date | The Eligibility Date for disposition is set to Overdue by default. It filters Disposition Eligibility based on the eligibility date range specified:
|
Retention Schedule | Filters Disposition Eligibility based on the specified criteria:
|
Client/Matter | Filters Disposition Eligibility items on the specified client/matter criteria:
|
Physical/Electronic | Filters Disposition Eligibility items on the specified format:
Note that this filter is disabled when Item Type filter is set to Box. |
Office/Department | Filters based on the office or department location per the following criteria:
|