(AI KB) PCS: How to create and save Filters as an Admin User

Purpose: As an admin user you have the option to create and save filter that can be used across all users in the Hierarchy.

*These instructions start with the assumption that a PCS module is already selected and the correct pipeline segments have been selected.*

1.Select Data Entry > then select Edit CPDM Data (this will look different depending on the module you currently have selected.)

2. Select the Data grid and Facilty type tab you want to work with.

3. Click the Customize button in top right corner. 

4. On the right hand column select  Filters.

5. Select the  +  button to create a new filter

Here you can select Fields to base the filter on, with conditions that fit the filtering you are wanting. 

After you have made your selections click Save and Close.

6. Your Filter is now saved and placed in the filters selection to use.