How to set Screen Filter in the Staff Preferences?

The Screen Filter is used to retrieve specific staff preference details based on the filter criteria provided. The filter criteria provided can be Delivery Location, Restriction Reasons, or Personnel Preference for the selected Service Location.

To set the Screen Filter:

Click the pull-out Screen Filter and the Screen Filter pop-up window appears
Select the available Service Location(s)

Note that in case you select multiple Service Locations, the Delivery Location will be disabled for selection.

Now, apply the following filters:
- Delivery Location. The Delivery Location shows all the active Delivery Locations associated with the selected Service Location
- Restriction Reason. The Restriction Reason list will appear from the existing master
- Personnel Preference. The Personnel Preference can be Staff preferred to work for all locations, Staff preferred and restricted as per delivery, Staff restricted to work for all locations, or Staff with no requests
Finally, click Apply and the Staff Preferences screen will be filtered based on the applied filters
When the filter is applied, the cross icon shows the count of the filters (as shown in the figure below)
To clear the existing filter criteria, click Clear or cross the icon

Back to Staff Preferences in the Client Portal 2.0