Create a filter

You can create as many versions of a filter as necessary. You can then designate which versions are active and available for selection in Compliance template records, Governance Risk and Compliance control test definitions, or Data Certification schedule definitions.

Before you begin

Role required: certification_admin

Procedure

1. Navigate to All > Configuration > CI Class Manager, and:

   1. Click Hierarchy to display the CI Classes list.

      Select the class to create a filter for.

   2. In the class navigation bar, expand Health, select Compliance, and then click Certification Filter.

2. Or, navigate to one of these modules:

   • Compliance > Filters
   • Data Certification > Schedules > Certification Filters
   • Select an existing filter to edit, or click New.

3. Fill in the fields (see table below).

4. Click Submit.

   This action saves the filter as version 1.

5. To create another version of this filter, open the record and modify the name, table, or conditions.

   Note: You can change a filter Description without incrementing a version.

6. Click Update.

   The system saves a new version of the current filter and makes it the Active version. The previous version is marked inactive. The system displays only active filter versions for selection when you create templates or schedules.