How do I use filters?

How do I use filters?

Use the filter option to see the data you need or to hide the information you don't need to see. If you are an Athletic Trainer who only deals with Basketball, then the filter options will be your best friend. 

You'll notice the funnel-like symbol at the top right of the listing grid of all modules. Click this symbol to show the filter options panel.

Once you've selected the parameters, hit the Close button and it will apply to the module and show relevant records. The Clear button will erase options selected within the drop-down fields, NOT the checkboxes. Sport and Group will reset to none selected and Date will reset to your institution's default setting.



The image above shows the Filter options within the Treatment module. Available options change slightly based on the active module. When applying a filter, it will carry over to other modules you navigate to from the dashboard. Keep this in mind if you can't find a record you know you added to the system.

  1. Sport shows only records related to the Sport assigned to the athlete, injury, treatment, etc. after selected
  2. Group will show records assigned to the group selected
  3. Date will show records with an assigned date within the parameter.
    1. Example: Say your date filter is set to 3 days. You input an injury on Friday. When you look for the injury on Tuesday, after a long weekend, the injury will not show up. You'll need to use the Date Filter option to view a wider date range.
    2. To change your Institution's default for this view option, navigate to Admin > Institution and edit it.
    3. date filter default options in admin, institution settings‚Äč
  1. In-Active Athletes shows Athletes that have been marked as In-Active in the system. From this view you can access the athlete's record to mark as active again.
  2. Cleared to Play Only shows only the athletes who have been marked as cleared to play
  3. Dim Records makes In-Active Athletes or Closed / Hidden Injuries be displayed as italic text on a darker gray background to visually differentiate those records from active athletes or open injuries. 
  4. Deleted Records shows the records that have been "deleted" from the system. From this view you can restore something that was accidentally deleted.

show all button
 In the top left of a listing grid, you will see a Show All button. This button essentially works the same as the Clear button within the Filter selection pop-up. This will clear your filters to show more of your records. 
Please note: This button will reset your date filter to your institution's default option. If you need to change your date filter from what is set as your institution's default you will need to open up the Filter pop-up and select a new date range.

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