Find and apply a Filter

TABLE OF CONTENTS

• Introduction
• Find and apply a Filter

Introduction

Engage Fees can access Filters that are set up against individual Pupil Stages in the Main Engage MIS system. As the Filters work with a specific Pupil Stage, you need to select that stage before you can access filters.

You can have fixed (for set pupils) or dynamic (for certain criteria) Filters for pupils.

Find and apply a Filter

1. In any screen where the following filter row is available, select a specific Stage. If the Stage shows All the Select Filter will be inactive. 

2. Select the required filter from the Select Filter dropdown.
3. The grid you are working with will now update showing only pupils defined by the filter.

Note: Filters are set up against individual Pupil Stages. A filter that is available in Current Pupils is not automatically available in New Intake and will have to be set up.

Filters are set in the main Pupils screens, but your School Administrator may restrict your access. If you require a new filter and do not have access or do not know how to create it, please ask your School System Administrator to do this for you.

For more information on creating Filters, please see the MIS Functions for Fees Users guide. PLEASE ENSURE YOU ARE AUTHORISED TO CREATE FILTERS FROM YOUR SYSTEM ADMINISTRATOR BEFORE CREATING NEW FILTERS