Filtering

Updated 1 year ago by Leigh Hutchens

Just like in Schedule, Base schedule features filters to allow you to specify what you want to see by removing everything in the view except what you have filtered on.

How to find the filter options:

  1. Go to the base schedule of your choice.
  2. Click on the "filter icon" in the menu. Note that the number on the filter icon indicates how many filter selections currently are active in the view.

We offer the following filter options in base schedule:

Filter

Explanation

Schedule items

Shifts, tasks, unavailability according to agreement. Note: As Base Schedule doesn't feature dates, unavailability according to agreement is the only type of unavailability in Schedule available in Base Schedule.

Shift type

Shift types. In the drop-down of the Shift type filter field we display shift types with the same details as in the shift type drop-down of the Add shift / Edit shift panel. This means: the shift type color appears in front of the shift type name, and after the shift type name, the times configured on the shift type will display.

Shift status

Filter by assigned shifts and/or unassigned shifts.

  • To have unassigned shifts display, select “Unassigned” in the Shift status field. To have assigned shifts display, select “Assigned” in the Shift status field. To display both, either make no selection in this field or select both “Unassigned” and “Assigned” in this field.
  • The relation between the selections in this field and those in other shift filter fields is impacted by the and/or toggle at the bottom of the filter panel.
  • Any selections in the shift status filter are considered in the statistics.
  • Note that this is considered a shift filter and that it will generate the warning described here if you filter on the Shift status field when you click the “Roll out” button.

Employee status

Show only employees that either do have or that do not have at least one schedule item. Tip: Combine this filter option with the "Schedule items" option to, for instance, show only employees with one or more shifts.

Home unit

Show only employees whose home unit corresponds to the selection made.

Staff category

  • Selecting a staff category displays only employees in your base schedule who have that staff category; selecting multiple staff categories displays all employees in your base schedule who have any of those staff categories.
  • Selecting a staff category leaves the Employee field unpopulated (the same behavior as described under General filter improvement).
  • The relation between the selections in this field and those in other shift filter fields is impacted by the and/or toggle at the bottom of the filter panel.
  • Any selections in the shift status filter are considered in the base schedule hours (statistics).

Employee section

Filter employees based on them belonging to a specific section. A section only appears in the Employee section drop-down if at least one employee has a role directly on that section on today’s date specifically in the currently viewed period.

Shift section

Filter shifts based on the section they take place on.

Employee

Employees, plus shared employees. In the drop-down’s values in this field you can search for: employee name only, employee badge number only, and both employee name and employee badge number.

Skills

Filter on skills you want for shifts.

  • Selecting a skill displays only employees in your base schedule that have that skill; selecting multiple skills displays only employees in your base schedule that all have all of those skills. Note that the dropdown in the field currently doesn't consider whether or not the skill expiry date of a given employee, i.e. if only one employee has that skill and it has expired prior to today's date it will still show up in the drop-down but selecting it will display 0 employees in the base schedule.
  • The relation between the selections in this field and those in other shift filter fields is impacted by the and/or toggle at the bottom of the filter panel.
  • Any selections in the shift status filter are considered in the statistics.

The first time you go into the base schedule view you will see everything you can see in the schedule, i.e. no filters are pre-selected in the view.

The results from your filter field selections are impacted by the And/Or Toggle at the bottom of the filter panel.

You can always search for filter options. Let's say you want to search for a specific shift type type, then you search for that shift type directly in the filter drop-down by typing in that field.

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