Using filters in PEARS can narrow down the records listed, to help you find records more quickly. Follow the steps below to use filters to find records in which you (or another use) are listed as a collaborator.
- Select the module in which you would like to find a record. For this example, hover the cursor over the Track menu and click Program Activities:
- The Program Activity list displays. By default, only records from the current reporting year that you have created are listed. The Reporting Year and User filters that are automatically applied appear above the list of records.
- To change which filters are applied, click the Filter button.
- A list of filters displays. Because the list is currently filtered to show records that you have created, your name appears in the Users field. Click the x next to your name. Then, click in the gray area to close the search box.
- Go to the next field titled: Collaborator. To find records on which you are listed as a collaborator, start typing your name in the Collaborator field. Select your name from the drop-down list.
- Scroll to the bottom of the page and click Apply.
- The list now displays records in which you are listed as a collaborator. The collaborator filter appears above the list, to show it is currently applied.
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Using filters determines which records are displayed, but this only applies to records that you have access to view. Only records that you have permission to view will appear in the list. By default, all users only have permission to view records they have created. You may be given other permissions that allow you to view additional records, such as:
Editable User
Collaborator
Viewable Unit
Viewable Program Area
Supervisor
Data Manager
NOTE:
If you use both the "Users" and "Collaborators" filters, only records that include both filter criteria will be listed.
For example, using these filters: Users = Jane Doe
Collaborator = Jane Doe
will only list records if Jane created the record and is listed as a collaborator.
For example, using these filters:
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Select your name in the "Collaborators" filter to view records in which you are listed as a collaborator. If you would only like to view records in which you are listed as a collaborator that contributed to the work, you should also select "Contributed by a Collaborator" in the next filter field.
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You can also filter to find records in which another user is listed as a collaborator. Note that when you filter for other users as collaborators, only records that you have permission to view or edit will display.