Filter Setup: Creating or Modifying a Filter

You can edit or modify a filter from the Filter Setup page, available when creating a new filter or editing an existing filter.

Accessing the Filter Setup Page

You can access this page to create a new filter or modify an existing filter from multiple locations in viaOne:

  • viaOne Home page - From the left-hand menu, click Filters.
  • viaOne Report page - Reports Tab: Click Edit Scheduled Report , Schedule Personalized Report , Edit Personalized Report , or Edit System Report .
  • viaOne Report page - Filters Tab: Click Create a New Filter, Edit Filter, or Copy Filter.
  • viaOne view page - Search Tab - Filter Tab: Click Create Filter or Modify Filter

Page Description

Separate sections group filter options together by type. A navigational menu of available sections is displayed on the left side of the page. Click a section heading in the menu to scroll the page to that section. Click Back to Top from any section to return to the top of the page. The menu also displays the number of filter options selected from each section. Click Filter Summary to view a list of the selected filter criteria.

The following sections are available from this page and briefly described below:

  • Filter Name: Customized name for your filter.

Filter Sections

  • Locations: Filter claims by Accounts/Units or Corporate Structure.
  • Status/LOB: Select claim statuses and lines of business (workers' compensation, disability, etc.) to include in filtered results.
  • Date: Filter claims based on a number of available date ranges, or select a relative date range (ex. claims opened within the last month) for recurring reports.
  • Lag Time: Filter claims by the number of days between two claim dates.
  • Policy and Plan: Include or exclude claims based on the plans, policies, or policy periods with which they are associated. (Users with less than full access to a contract may be restricted from creating a filter by plan and policy.)
  • Agency: Limit claims to those with associated with an Agency Number for those with access to a client's agency information
  • Claim Policy: Limit claims with specific policy sources and attributes.
  • Financial: Limit claims to those with claim or event totals less than, equal to, or above a specified threshold.
  • State/Province: Limit claims to those with specific states/provinces of jurisdiction or loss.
  • Claim Flags: Choose options to limit results to only claims containing the specified flags (such as claims in litigation).
  • Work Status: Filter claims based on type of work status record.
  • Client Defined Field Filters: Filter claims based on information in client-defined fields.
  • Loss Codes: From this section, claims can be filtered based on specific injury types, sources or causes and the body part(s) or targets affected by injury or loss.
  • Examiner Info: Filter claims by available examiners or Sedgwick offices handling the claims.
  • Claim Number: Filter by specified claim numbers. Specify up to 200 claim numbers to include or exclude from your filter's results.

Creating a Filter

Name Your Filter

Enter a unique name for your filter to help identify it when creating reports or setting up a Filter gadget on your Dashboard.

Select Locations

Depending upon your security access, you can designate all or specific Accounts/Units or Corporate Structure nodes in this section.

Select Specific Accounts and Units, or Corporate Structure Levels

You may choose to filter claims by Account / Unit or Corporate Structure. By default, all accounts and units or corporate structure locations are selected. Selecting your desired option displays the Change Selection link below it; click this link to choose individual accounts and units or corporate structure locations.

Filter By: Accounts / Units

  1. Select Accounts / Units  and click Add Account / Units. The Search Available Locations page is displayed.
  2. Enter criteria by which to search for accounts and units and click Search. Matching accounts and units are displayed in the Available Location pane.
  3. Check the boxes beside the accounts and units you wish to add and click Add Selected, or click Add All in View to add all displayed units.
  4. Click Done.

The accounts and units you chose are displayed in the Selected Locations section. You can include only the locations listed in the Selected Locations section in your filter's results and exclude all other locations for the client by selecting Include. Select Exclude to exclude the locations listed in the Selected Locations section from your filter results.

Filter By: Corporate Structure

  1. Select Corporate Structure and click Change Selection. 
  2. Click a search option to Find by:
  • Corporate Structure: Chooses locations within a corporate structure by drilling-down within that structure. The Available Corporate Structure pane is displayed. Click the arrow beside the contract name to view the corporate structure levels below it. Selected levels within a corporate structure are indicated with a check mark. Selecting a level also highlights all levels above it to indicate a lower-level location is selected. Once you have chosen the desired levels, click Add Selected. Your choices then appear in the Selected Corporate Structure pane.
  • Search Corporate Structure: Search for part or all of a level's name without drilling-down within the corporate structure. Enter your search criteria. You can search for corporate structure levels matching all or part of a word or number by using a wildcard (%). Click Include Intermediate Corporate Structure Levels to display the levels above the requested search term in the search results. Click Search to display results matching your criteria. From the search results, click Add Selected to add a specific level to the filter. Click Add All in View to include all search results in the Filter. Your selected structure levels are displayed in the Selected Corporate Structure pane.
  1. Review your account & unit or corporate structure selections and Remove Selected or Remove All, if necessary.

The corporate structure you choose are displayed in the Selected Corporate Structure section. You can include only the locations listed in the Selected Corporate Structure section in your filter's results and exclude all other locations for the client by selecting Include. Select Exclude to exclude the locations listed in the Selected Corporate Structure section from your filter results.

Relative Date Filter

The Relative Date filter uses the As Of Date as the date of origin from which the relative date range is determined. The As Of Date is defined in the report or Dashboard gadget to which the filter is applied, or to today’s date for claim searches using the filter. The relative date range is determined by the Operator, Value, and Time Period defined in the filter.

Three Relative Date Operators are available:

  • Within the Last (default) - Provides claims with dates occurring within the specified Value and Time Period (e.g., within the last two weeks)
  • Not Within the Last - Provides claims with occurring before the specified Value and Time Period (e.g., not within the last two weeks)
  • Between the Previous - Provides claims with dates occurring between the specified Values for the Time Period (e.g., between the previous two months, or the month prior to the month ending on the As of Date.)

All relative date operators identify the prior date(s) used for the relative date range, although each operator interprets the prior date(s) differently:

  • If the Days time period operator is used, that number of days will be subtracted from the As Of Date. For example, if the As Of Date is 10/8/14 and the number of days is 3, the prior date to be interpreted by the relative date operator is 10/5/14.
  • If the Weeks time period operator is used, the number of days in 7-day increments is subtracted from the As of Date. For example, if the As Of Date is 9/30/14 and the number of weeks is 3, then 21 days will be subtracted from the As Of Date and the prior date to be interpreted by the relative date operator is 9/9/14.
  • If the Months time period operator is used, the same date in the prior month (e.g., the 15th) will be identified as the prior date, with some exceptions. The first exception is when the last day of the month is specified as the As Of Date; in this case, the last day of the prior month will always be identified as the prior date (e.g., April 30th vs. May 31st). The second exception is when the day of the current month does not exist within the prior month. In that case, the prior month’s month-end date will be used as the prior date. For example, if the As Of Date is 3/30 and the number of months is 1, the prior date would be 2/30. However, since February does not have 30 days, the prior date to be interpreted by the relative date operator is the last day of February, 2/28 (or 2/29 in a leap year).
  • If the Years time period operator is used, the same day number in the prior year will be identified as the prior date. The only variation will come with leap years. For example, if the As Of Date is 10/8/14 and the number of years is 2, the prior date to be interpreted by the relative date operator will be 10/8/12. For a leap year, if the As Of Date is 2/29/12 and the number of years is 1, the prior date to be interpreted by the relative date operator will be 2/28/11.

Define Additional Filter Criteria

Additional options are provided to narrow down your filter results, such as Claim Status, Line of Business and other filter options including Date, Financial information, Claim Flags, States, Loss Code filters and Examiner/office filters.

For additional detail regarding all options available under this section, refer to the help section on Define Filter Criteria.

Preview your Filter Selections

Click Filter Summary from the navigation menu to see an overview of your filter selections.

Save Filter

After defining your filter criteria parameters, click Save Filter. The following message is displayed:

“<Filter Name> has been saved.”

Note: When updating an existing filter, a Save As New Filter button displays on the left navigation menu. Click Save As New Filter to save a new copy of the filter without overwriting the original.

Validations

Validations remind you to save selected locations before leaving the current list of Matching Locations if you have checked the box next to a location without adding it to the Selected Locations pane:

  • Before saving your filter, the following warning message appears:

“Selected locations have been detected within your location options. Do you want to add your selected locations before saving?”

Click Yes to add any selected locations to the Selected Locations pane, or click No to continue saving your filter without including the selected locations.

  • Before advancing to another page of locations in your search results, the following warning message appears:

"You will lose your selected locations when you advance to the next set of locations. Do you want to add your selected locations first?"

Click Yes to add any selected locations to the Selected Locations pane, or click No to clear the selected locations and advance to the next set of locations in the Matching Locations pane.

  • Before switching to another search option, a warning message appears to warn you that check-marked selections have not been selected, and that they will be lost upon switching search options.

Click Yes to add any selected locations to the Selected Locations pane, or click No to clear the selected locations and change your search option.