User Profile -- Staff Filtering

Filter to limit the number documents to work on, according to the staff referenced in the documents.

Filtering Information

1. Click the "Select" pop-up list to choose the category by which to filter.

   Select	To see
   Staff logged in	Documents with the user logged in referenced in the document.
   Staff	Documents with a specified staff member referenced in the document.
   Department	Documents referencing the selected department(s).
   Office	Documents referencing the selected office(s).
   Partner	Documents referencing the selected partner(s).
   Manager	Documents referencing the selected manager(s).
   None	Documents referencing any staff member.

2. Set the data filter for the document.

   To select	Click
   One staff member	Single or Range Selection and set the range from and to the same staff member. OR Multiple and check the box beside the one staff member to include.
   A range of staff members	Single or Range Selection and set the range.
   Several staff members, not necessarily in consecutive order	Multiple and check the boxes beside the staff members to include.

Data for staff members not selected will not be displayed in documents until the filter is changed.

Note: The filter range available depends upon the rights set in the Protection Setup. For example, if your security access is to "View Own" then the range populated with only your staff. All other staff members are omitted from access.