Use Advanced Filters and Custom Views on the Employee Roster in Encompass

Purpose

This article explains how to use Advanced Filters to narrow down the Employee/Driver Roster in Encompass, and how to save filtered views as Custom Views for quick access. This feature applies to Driver Qualification, Alcohol & Drug, Vehicle Management, and other roster areas.

When to Use This Article

• A user wants to filter the Employee/Driver Roster by specific criteria
• A user wants to save a filtered view as a reusable Custom View tab
• A user wants to share a Custom View with other Encompass users
• A user needs to edit or delete an existing Custom View
• A user needs to remove individual filters from the roster

Steps to Follow

Applying Advanced Filters:

1. Navigate to the Employee/Driver Roster. By default, all employees are shown.
2. Click Advanced Filters.

3. Use the Search bar to filter by a specific word/phrase, or use the drop-downs to filter by a particular column.
4. Click + add another to add additional filter conditions.

5. Click Apply to view the filtered results.

6. To remove a specific filter, click the X next to the blue filter result name.

Saving a Custom View:

1. After applying your desired filters, check the Save Custom View box, then click Apply.

2. Enter a name for the view. A description is optional but recommended.
3. Toggle Make Available for Other Users if you want other Encompass users to see this view.
4. Click Save.

5. The saved view will appear as a tab across the top of the roster for quick access.

Editing or Deleting a Custom View:

1. Click the cog wheel in the upper right of the roster.
2. Click the pencil icon to edit or the trash can icon to delete a custom tab.

What Not to Do / Common Pitfalls

• Do not forget to click Apply after setting up filters — filters are not applied automatically.
• Do not forget to check the Save Custom View box before clicking Apply if you want to save the filtered view.
• Be aware that sharing a Custom View with other users means all Encompass users can see it — only share views that are broadly useful.

Escalation Path

• If Advanced Filters are not appearing or the Save Custom View option is unavailable, escalate to Encompass product support.