UPB - Filtering Your In/Outboxes

Apply a filter to search, organize, and sort the transaction lists in your In/Outboxes.

View Your In/Outboxes

  1. Log in to PARIS.
  2. Open the box you want to create a preset filter for.
    1. Click the In/Outboxes menu.
    2. Select the option you want to create a preset filter for:
      • MY INBOX
      • GROUP INBOXES
      • MY OUTBOX
      • GROUP OUTBOXES

Filter Your Transactions

  1. Click the >>Show Filter and Preset Chooser<< button to display filter criteria choices.
    NOTE: When the filter criteria choices are enabled, the >>Hide Filter and Preset Chooser<< button is displayed instead.
  2. Select the criteria for your filter preset.

Available criteria are:

    • TRANSACTION TYPE
    • ROUTE STOP ROLE
    • ROUTE STOP ACTION
    • ROUTE STOP LEVEL
    • CAMPUS
    • COA
    • COLLEGE – to select more than one, hold down the CTRL key when selecting
    • DEPARTMENT – to select more than one, hold down the CTRL key when selecting
    • ORGANIZATION – to select more than one, hold down the CTRL key when selecting
    • E-GROUP – to select more than one, hold down the CTRL key when selecting
    • UIN
    • TRANS #
    • OWNED BY UIN
    1. Click the Filter List button to apply your temporary filter. The list fitting your criteria is displayed below.
    2. Reset your filter. Click the Reset Filter button or log out of the session to clear the temporary filter.

    See Creating Filter Presets for In/Outboxes Job Aid for instructions on how to save filter presets for reuse.



    Keywords:
    PARIS, adjustment, overview, preset, filter, inbox, outbox 
    Doc ID:
    119698
    Owned by:
    Don S. in UI Training and Development Resources
    Created:
    2022-07-14
    Updated:
    2025-05-02
    Sites:
    University of Illinois Training and Development Resources