Applying filters to a page

Filters are available on several pages and are used to narrow down the information that is displayed so that you can find something.

About this task

On many pages in LDMS, all information for a particular task will be displayed together. For example, if you are on the Specimen Management page, all participants in your laboratory’s database will be displayed. If your laboratory has information for 200 participants, all 200 will be displayed by default and you would need to page through each one to find what you are looking for.

Filters can be used to temporarily limit the amount of participants shown so that only records of interest are displayed. This is the primary way to search for items in LDMS.

Procedure

  1. Open a page with filters, such as the Storage or Specimen Management pages.
    Filters are displayed in the filters panel on the left side of the page, below the action menu.
  2. Locate the desired filter.
    Filters are grouped into categories, such as visit filters and specimen filters. Some categories will be specific to the current page. For example, the storage container filters will only be available on the Storage page.

    Figure: The filters panel. In this example, the FRONTIER filter has already been applied to Project. This means that only information for that project will be displayed.


    Screen image: The filters panel, with the FRONTIER project filter applied
  3. Select or enter the information to be shown from the filter box.

    You can either select the information to filter from this list or enter it into the box. Filters will automatically show available options as you type.

    Note: Filters do not affect other filters. For example, if you select the FRONTIER project, then try to apply a filter for ID1, all ID1 values in the laboratory’s database will be available for selection, even if they don’t below to the FRONTIER project.

Results

The filter will be applied immediately once it is selected and the page will automatically refresh to remove any records that do not meet the filter’s criteria. If two filters were selected, they will both be applied using “and” logic. For example, if you selected FRONTIER from the Project filter and BLD from the Primary type filter, only blood specimens for the FRONTIER project will be displayed..

What to do next

To remove a filter that has been applied, find it in the filter panel on the left side of the page and click on it. It will be removed immediately and the page will automatically be refreshed to reflect the change.