UPB - Creating a Filter Preset for In/Outboxes
Creating a Filter Preset for In/Outboxes
PARIS allows you to create and use filters to organize transactions in your In/Outboxes.
- Log in to PARIS.
- Type in your User Name.
- Type your Password.
- Click the Log On button.
- Click In/Outboxes.
- Select the option you want to create a preset filter for:
MY INBOX
MY GROUP INBOXES
MY OUTBOX
MY GROUP OUTBOXES - 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. - In SELECT A PRESET, choose None.
- Click PRESET NAME.
- Type a name for your new preset.
- Select the criteria for your filter.
Available criteria are:
- TRANSACTION TYPE
- ROUTE STOP ROLE
- ROUTE STOP ACTION
- ROUTE STOP LEVEL
- E-GROUP – to select more than one, hold down the CTRL key when selecting
- 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
- UIN
- TRANS #
- OWNED BY UIN
- Click the Add as Preset button to save your new preset filter.