Lists in Competency: filters, sorting and saved settings

This page gives the exact rules for filtering and sorting the two lists in Competency: the person list on the User information tab and the table on the Report tab, and how your choices are kept. The controls themselves are described in The competency user list and The Report tab.

Saved settings

List	What is saved	Where
User information tab	Your filters and your sort	With your user, so they come back on any computer and browser where you log in. They do not change the list for anyone else. The tab you last opened in Competency is not saved this way; it is remembered only while the browser tab stays open.
Report tab	Your capsules, competencies, filters, status switches, Data displayed choice and sort	The same: with your user, for you only.

User information tab: filters

Rule	Detail
Order of the Filter list	The columns you can filter on are listed alphabetically by their name.
Several filters	Filters on different columns combine: a person must match all of them. Search combines with them in the same way.
Several values in one list filter (Title, a global field, capsules)	A person matches when they have any of the chosen values.
Capsules	A person matches when they are linked to one of the chosen capsules.
Employee number, DaWinci code	A person matches when their number contains the digits you typed, for example 12 matches 120 and 312.
Start date	From and To both count; both days are included.
End date	Only From limits the list. To is shown, but a date in it does not change the list.
System user	On: only people linked to an ABMS login. Off: only people without one.
Active people, or people whose end date has passed	The filters work within the people shown: active people, or, after Show expired users, only people whose end date has passed.

User information tab: sorting

Click a column heading to sort by it; click it again to reverse the order.
Name sorts by first name followed by last name.
Title and global-field columns sort by the value’s name.
In ascending order, people with an empty value come first; in descending order, last.
People with the same value are listed in the order they were added to Competency.

Report tab: how filters and status switches work

The Report tab is built from competency rows: each cell is one person’s row for that competency. Filters and status switches decide which rows are used.

Rule	Detail
A row that does not match	It is left out: its cell is empty.
Which people are listed	A person is listed when at least one of their competency rows matches the filters and status switches. Rows of competencies that are not shown as columns (columns are chosen with Competencies and Capsules at the top of the tab) count too, so a person can be listed with only empty cells.
Several filters	A row must match all of them.
Status switches (Open, Planned, Performed, Expired, N/A)	A row is used only when its status is switched on. N/A is a row without a status.
Competency filter (Competency in the Filter list)	Only rows of the chosen competencies are used, so people who hold none of them are not listed. This filter is separate from the column choice under Competencies: choosing columns does not filter rows.
Level, Wanted level	Choose one or more values; a row matches when its level is exactly one of them.
Expire date, Planned date, Performed date	From and To; both days are included. Leave one empty to leave that side open.
Capsules	Only people linked to one of the chosen capsules are listed.
Global fields	Only people with one of the chosen values are listed.
People who have left	Never listed, whatever the filters.

Report tab: cells

With Level under Data displayed, a cell shows “actual/wanted”, for example 3/4. When only one of them is set, the cell shows that number alone; hover over it to see whether it is Actual level or Wanted level.
With a date under Data displayed, the cell shows that date of the row, or nothing when the row has no such date.

Report tab: sorting

Click on	Sorts by
Name	First name followed by last name. People with the same name are listed in the order they were added.
Phone nr, E-mail, Next of kin (in the expanded name column)	That value.
A competency’s column heading	The value chosen under Data displayed for that competency: actual level with Level, the date with a date, the status with None. Statuses are sorted by their English names in both languages: in ascending order no status, Expired, Open, Performed, Planned. In ascending order, people without the competency come first, then the people who hold it from the lowest value up. In descending order, the people who hold it come first from the highest value down, and people without it last.

Click the same heading again to reverse the order.