Filter a plan

This article is about the Smart Deployment Console.

1. In the Area Tree, find and select the relevant area.
2. Select the Planner tab.
3. Select the Filter list (next to the Search option) and select the applicable filters from the drop-down menu:

• • Select status type – Select either Pathway or User.
  • Start date: From – Select the Calendar button and choose an appropriate date.
  • Select target date range – Select process steps that are due this week, due this month, or a custom date range. If you select a custom date range, select the Target: From Calendar button, specify a start date, select the Target: To Calendar button and specify an end date.
  • Responsible – Name of the person assigned to the process step
  • Completion status – Select All steps or only steps that are either Complete or Incomplete.
  • Start date: To – Select the Calendar button and choose an appropriate date.

4. Select Apply to view your results or select Clear to start again.