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Advanced filter & Bulk Update

How to filter records in Codeset?

  1. Click on the Filter icon in the main Codeset page.

    Advance Filter screen

  2. To use this feature, users can click on the Advance Filter icon in their saved codeset, users have an option to filter their codeset based on columns - Code', 'Code Description', 'Code Type', 'Trinity Group 1', 'Trinity Group 2', 'Trinity Group 3', 'Trinity Group 4' and 'LoT_Treatment.

    Apply Filter Screen

  3. Click on Apply to apply the filters and view results.

How to bulk update records in Codeset?

  1. As the first step, users should filter and review the required records which need to be updated.

  2. After users filter and review the codes, they can Bulk Update all Filtered codes using the Bulk Update feature.

    Bulk Update Screen

  3. Users can click on the Bulk Update button in their filtered codeset. Users have an option to update their filtered codeset for columns - 'Trinity Group 1', 'Trinity Group 2', 'Trinity Group 3', 'Trinity Group 4' and 'LoT_Treatment.

    Apply Bulk Filter Screen