Add or delete data filters for individuals

You can restrict the incident data that an individual administrator can view.

Example: A shift captain only needs to view the data from incidents that occurred for his shift.

The results of defining a data filter for an individual can be seen when they view the information displayed on the Incidents page. Any incidents that do not pass this data filter are not visible to the individual.

1. (If you have not done so already) Access the configurations web portal, as described in Configure the administration web site.

2. Click Data Filters For User.

   The Configurations -> Data Filters page appears.

   

3. From Select User, choose the name of the administrator you want to set up a data filter for.

4. Do one of the following.

   Add a data filter

   1. Under Incident, from Input Name, select the name of the field in FH Medic whose value determines whether the selected administrator can view data from the incident.

      Example: If you select City, and then define a specific city in the next step, the selected administrator can only view incidents that occurred in that city.

      Depending on your selection, Input Value may be a field you type a value into, or a list of selections you can choose from.

   2. In Input Value, type the value the field needs to contain, or select a value from the list.

   3. Click Add Filter.

      Below Add Filter, a table listing the input name and value you selected appears.

      

   4. Repeat steps a-c as many times as needed to create a list of filters for incident data.

      Note: If you select the same input name as a data filter listed in the table below Add Filter, but then you select a different input value and click Add Filter, the new value is added to the existing input value with a logical OR relationship. The old value is not replaced by the different input value selection.

      Example: If you already selected City as the input name and Dallas as the input value and added them as a filter, and then you selected an input name of City again, with an input value of Plano, both Dallas and Plano are both listed as city filters for incident data.

   5. Under Injury, Insurance, MVC, and Outcome, repeat steps a-d as needed to list the filters that should be applied to incident data for the selected administrator.
   Delete a data filter

   1. In the table of filters defined for the data category (incident, injury, insurance, motor vehicle crash (MVC), or outcome) you want to delete a filter from, in the row containing the data filter you want to delete, click Delete.

      A dialog box for confirming that you want to delete the filter appears.

      

   2. Click OK.

      The page refreshes, and the data filter no longer appears in the table.