Filters - Staff View

Items that only affect a Staff View UI
  • Filter Folders

    Overview Each user has the option to create folders to help organize their filters listed under each person type. Folders allow quick access to filters instead of scrolling through a long list. If person types is enabled, separate filter folders will display under each person type selected from the People page dropdown. When person types is enabled, shared filters can...

  • Shared Filters

    Overview Shared Filters allow SS&E staff and faculty users to create a filter that can be shared with other users. This allows the institution to define subpopulations that can easily be targeted by using a shared filter in campaigns, pipelines, scheduled messages etc. All shared filters including the filter name, criteria, results, owner, person type, and who the filt...

  • Understanding SS&E Filter Logic

    Overview Most filter categories return results when criteria is found on different person records. For example, filtering the Student Information category on a list of programs with a Cumulative GPA range will return students that have a GPA within the selected range on ANY of the programs.----Ask Brian for help with examples----- However, there are a few filter categor...

  • Student Filter Bulk Action Menu

    Overview The bulk action filter menu is a list of action items that can easily be applied to any saved student/person type filtered list of students. Student (Person Type) Filter Since the bulk action menu is accessible from a student/person type filter, a prerequisite is creating and saving a student/person type filter. Filters are user specific. Filters can be scoped...

  • Application and High School Student Filter Grouping and Scope Changes

    Overview All of the student filter options that can optionally display for staff users in the Student Filter are configurable in Student Search Filters from Person Type Settings. The following article describes grouping and scope changes made to the Student Filter Application and High School Categories that affect the filtered results. These changes will only apply to ...

  • Application and High School Student Filter and UI Changes

    Overview With the release of 7.0.0, new data feeds and new fields were added that allow institutions to import additional High School and Application data for filtering and reporting purposes. Once imported, this data is now visible from the UI on the Application and High School Student Filter categories, Student Profile tab High School data, and the Student Application...