When you're on document list pages (i.e. Caseload, All), using filters can be very helpful when trying to sort through all of the information. You can filter by:
- Documents
- Status: Complete, Incomplete
- My Permission: Owner, Not Owner
- Deleted: Deleted, Not Deleted
- Student District Enrollment: Active, Inactive
- Forms
- Programs
- Buildings
- Grades
- Document Date
- Enter in two target dates to find documents that fall on or between the two target dates
- Enter only the second date to find documents that fall before the target date or only the first date to find documents that fall after the target date
- Student ID
- Enter in one student ID to find all documents for a single student
- Enter in multiple student IDs to find all documents for any student in the list
lightbulb Tip
Use more than one filter at a time to increase the specificity of your search.
On the Students / create new page, you can filter by:
- Last name
- First name
- Student ID
- Enter in one student ID to find a single student
- Enter in multiple student IDs to find all students in the list
- Programs
- Buildings
- Grades
- Deadlines
- This will return students who have specific deadlines that have yet to be satisfied
- Inactive
- Selecting Include inactive will include students who are not actively enrolled at the district
- Deleted
- Caseload
- Selecting Caseload Only will include only students who have at least one document starred to your Caseload