Article Content

Overview

Administrators now have greater control over how filters are displayed during assessment scoping by configuring which filters appear for each object type, helping users focus on the most relevant items when confirming the scope of an assessment.

User Account Requirements

The user must have Administrator permissions to access the Assessments tile.

Related Information/Setup

For further information on scoping an assessment, please refer to the Scope and Launch an Assessment article.

Navigation

1. From the Home screen, click the Administration icon.

Administration Icon

2. From the Administrator settings menu, click the Admin Overview link.

Administrator Settings Menu

3. From the Admin Overview screen, click the Assessments tile under the Data Model section.

Assessments Tile

4. On the Admin: Assessments screen, from the list of assessments, click the assessment type that you want to scoping filters to.

Configuring Filters for Scoping Assessments

1. On the Admin: Edit Assessment screen, from the Configuration tab, click the Edit Filtering Options icon under the Filtering Options column.

Edit Filtering Options Icon

2. From the Pick Filter Options to Add dropdown, search and select filters to add to the assessment scope.
   • To remove a filter from the assessment scope, click it again to deselect the filter.

Pick Filter Options to Add Dropdown

3. (Optional): From the Sort Filter Options section, click the Reorder icon to drag the filters into the order you would like them to appear on the assessment scope.

Reorder Icon

4. (Optional): From the Sort Filter Options section, click the Delete icon to delete the filter from the assessment scope.

Delete Icon