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J. J. Keller Support Center

Advanced Filters/Custom View

Using filters and saving custom views can help with customizing your Encompass site to your needs. This can be done in various areas such as Driver Qualification, Alcohol & Drug, Vehicles, and more. The below walks through advanced filters for the Driver Roster.

 

When viewing your employee/driver roster, all are shown by default.  These results can be filtered selecting Advanced Filters.

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The Search bar can be used to filter the results by a specific word/phrase.  Otherwise, use the drop-downs to filter by a particular column.  Add additional conditions by clicking + add another and an additional line will populate.

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Click Apply to view the filtered results.

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To remove a specific filter, click the X next to the blue filter result name.

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The filtered view can also be saved by checking the Save Custom View box for quick viewing at a later time. Click Apply after the box is checked.

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The user will then be prompted to give the view a name. A description is optional, but may be helpful. Make Available for Other Users will allow the custom view to be visible by other Encompass users. Click Save when finished.

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Once saved, the view will be saved as a tab at the top of the viewed roster.

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