Adding Default Filters to Assessment Hierarchy

1. Access the Assessment Hierarchy.
   1. Select the Default GRC context from the context menu.
   2. Click the Workflow Management tab.
   3. Select Assessments from the Assessment Management group.

      

2. Select Add New Filter from the Filter drop-down menu.
3. Type the filter name i.e. Design for the Design filter, Open for the Open filter, and Closed for the Closed filter.
4. Select Default Assessment Hierarchy View from the View Definition drop-down list.

   Note: For more information on view definitions, see the Manage View Definitions topic.

5. Objects Tab: Move Assessments from the Available Objects column to the Selected Objects column.

   

6. Filter Tab: Select And operator, select the Survey Status field, select In in the Filter drop-down list, and select the status type from either Design, Open, or Closed for each of the three filters.

   

7. Click Add Filter.
8. Click Save to save your changes.
9. Select the saved filter from the Assessment Hierarchy screen to view the filtered assessments.

   

   Note: Perform this practice thrice, each for Design, Open, and Closed survey statuses, one-by-one. See Managing Filters in Assessment Hierarchy for more information.