Edit and Arrange Filters and Filter Groups

PCS processes filters in a filter group in descending order beginning with the filter at the top of the filter group. Filter groups are processed similarly. Information in this section explains how to edit filter property settings and how to arrange filters and filter groups.

Complete the following steps to edit and arrange filters and filter groups:

  1. Click Data Entry > Define Routes to open the Define Routes window. Select a route from the Routes drop-down list.

    Define Routes

    Defined Routes

  2. Click the Customize tab and then the Filters tab to open the Filters window.

    Filters Window

    Filters Window

  3. Click the edit icon to display a filter's property settings.

    Filter Group's Settings

    Filter Group's Settings

  4. To rename a filter, type a description in the filter's name field.

  5. To change filter criteria, use filter selection fields to select a PCS field, operator, and one or more filter conditions.

  6. To enable a filter for all sessions of the data entry grid, click the check box Filter is Always On to place a check mark inside the check box. When this check box is not selected, toggle the filter on and off in the options page using the filter's check box.

  7. To delete a filter in a filter group, click the filter's delete icon. Then click OK icon OK in the Delete message window.

  8. Click Save to save changes or Save and Close to save changes and close the Filters window.

  9. To apply filter changes to the selected route and the Define Routes grid, click Options tab to open the Options window and select (or de-select) any filter you wish to use. Click Apply to save changes and return to the Define Routes grid.

    Select Filters for Use

    Select Filters for Use