Creating Student Filters

For designating student cohorts such as Class of 2016, or for creating other groups in which a student can appear only once, using the Levels feature is adequate. However, if you need more than a dozen groups for students or need to be able to insert a student into multiple groups (for instance, a student is in the Class of 2016, in Advisory group B and lives in Iowa), there's a more powerful way to go - creating student filters. Because most programs won't need this functionality and it can be confusing to faculty to use without fully understanding how they work, the program administrator should request this feature be activated by Trajecsys administrators. Let's learn a little about how to construct and use student filters. 

Next, set the filter to Active if you plan to use it immediately. If you are a clinical coordinator or program director, you will also have the option of sharing the filter you create with other faculty.

Next, click the Setup icon to select students who will belong to this filter.

Finally, you can now choose to use this filter on a reports page. You can also "turn off"
the filters by unchecking the boxes.

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