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Edit saved advanced filter settings

In PV, when you need to find the ICSR by such details as a report type or date, subject's or reporter's name, submission details, and more, you can use the advanced search. The advanced filters can also serve to check for ICSR duplicates in the system.

For faster results, you can save the commonly used filter sets and then use them to find the ICSRs of your interest efficiently. You can also edit the previously saved filter sets to change their name and specify if they are publicly available or private and only available to you.

To edit the saved advanced filter settings
  1. In the PV application header, based on your objective, do the following:

    • Select the ICSR tab to access the ICSR list.

      Accessing ICSR list
      Figure 1. Accessing ICSR list

    • Select the INTAKE tab and then, from the left pane, select E2B R3 Import. On the resulting page, select the Manual Upload or Gateway Received tab based on the origin of the files of your interest.

      Accessing E2B R3 import files
      Figure 2. Accessing E2B R3 import files

  2. On the page that opens, from the workspace toolbar, select Search search_icon.png.

    Example of accessing advanced search
    Figure 3. Example of accessing advanced search

  3. On the Advance Search page that opens, select Saved Filters star_icon_gray.png.

    Accessing saved filter sets
    Figure 4. Accessing saved filter sets

  4. In the Saved Filters List dialog that opens, in the Actions column next to the saved filter set, select Edit pencil_icon.png.

    Selecting to edit advance filter set
    Figure 5. Selecting to edit advance filter set

  5. In the Edit Filter dialog that opens, update the fields as explained in the following table.

    Editing advance filter set
    Figure 6. Editing advance filter set

    Tip

    In the following table, mandatory elements are marked with an asterisk (*).

    Element

    Details

    Filter Name*

    Enter the descriptive name to depict the filters within, especially if you share this filter set and need other users to understand what it represents and how it can be used.

    Public Filter

    Set the toggle as follows:

    • Turn the toggle on to make the saved filter set available for other PV users.

    • Turn the toggle off to make the saved filter set available only for you.

    SAVE

    Select save_button_red_white.png to save the implemented filter set.

    CANCEL

    Select cancel_button.png to discard the changes and return to the Advance Search page.

Upon saving, the filter set is edited.