Filter Dialog | Simple Filter Tab

Displays documents which have been signed off by particular roles:

• N/A - ignores the roles.
• No roles signed off - displays documents that have not been signed off.
• Any role signed off by current user - displays documents that have been signed off by the current user.
• Any role signed off by any user - displays documents that have been signed off by any user.
• Role requirements compliance - due to the rules established in the Role Dependency, set under the Tools tab, on Options | Roles, includes documents which are currently in an invalid sign off state.
• Multiple sign offs - displays documents based on the sign off state for the selected role(s), along with the user (the current user, no one, or anyone).
• Can sign off - includes any documents which can be signed off by the specified role. In order for a role to meet this requirement, it must not be signed off already, and any role dependencies must be satisfied.

Displays documents which have a specific role completion status:

• Not started - all roles on the document are empty.
• In progress - at least one role signed off but not all.
• Not completed - either no roles are sgned off, or only some of them.
• Complete - all roles are signed off.

Displays all documents which have been assigned to the Current user.

Displays documents which have corresponding option:

• Yes - include only those documents that have Lockdown selected in the Document Properties.
• No - include only those documents that have the Lockdown cleared.
• N/A - ignore this setting.

Displays documents which have corresponding option:

• Yes - include only those documents that have Roll Forward selected in the Document Properties.
• No - include only those documents that have Roll Forward cleared.
• N/A - ignore this setting.

Displays documents which have corresponding option:

• Yes - include only those documents that have Retain on Cleanup selected in the Document Properties.
• No - include only those documents that have Retain on Cleanup cleared.
• N/A - ignore this setting.

Displays documents which have corresponding option:

• Yes - include only those documents that have Include in Index selected in the Document Properties.
• No - include only those documents that have Include in Index cleared.
• N/A - ignore this setting.

Displays only those documents with the selected tags applied. Tag selections are not cumulative.

Displays a specific document type, such as Automatic or CaseView document types. Document Type selections are not cumulative.

Select the form of annotation a document should contain before it will be displayed. This option refers to document level annotation, not global annotation. Annotation selections are not cumulative.

Selecting an issue type displays documents which have the associated issue type. Issue selections are not cumulative.

Displays documents which are associated with a specific entity. By default any entities which appear under the selected entity in the Consolidation hierarchy will also be included. Click the Only button to isolate the search to the selected entity.

Select Specific Entities to launch the Select Entities dialog which allows more control over this filter property.