Cortex offers Advanced Filters that let you customize and apply filters to your application review process. You can use "ALL/SOME" logic and group filters for a more detailed review. Filters can also be combined with Applicant Index, Blinders, and other Cortex sorting tools.
Creating & Saving Filters
- To create a new filter, click on the "Filters" dropdown and select “Manage Filters”.
Note: The "Filters" dropdown is also available on the Applications, Assignments, Evaluations, or Selections pages in Cortex.
- From the dropdown, programs can select previously created Filters. To add or edit filters, select "Manage Filters".
- To add new Filters, select the "Add New Filter" button at the bottom right of the pop-up.
Enter the desired filter name into the text box within the "New Filter" Window. Filter names can be edited at any time.
- The filter will default to ALL logic, but can be switched to SOME logic by selecting the dropdown at the top right of the screen. More information on ALL/SOME and group logic is detailed below.
- Select an attribute to filter from the drop-down menu.
- Select a condition. Conditions are dependent on the type of data you are filtering, and include, but are not limited to:
- Is/Is Not
- Greater Than/Less Than or Equal/Not Equal
- Select the criteria you would like to filter by. For example, a filter indicating “Applicant Status is Invite, Reviewed, On-hold” will filter all applicants with a status of one of those three designations.
- To delete criteria within a Filter, select the “trashcan” icon.
- Additional conditions can be added by selecting the “+ Condition” icon.
- Groups can be added by selecting the “+ Group” icon.
- Save your filter by selecting “Save”.
- Apply your filter to the current applicant list by selecting “Apply”.
- Additional filters can be created by utilizing the plus sign “+” next to the “Filters” Label.
Saved filters are now visible under the “Filters” label on the left-hand side of the page. You are able to edit or rename filters by clicking on them from the list, or delete the filter by clicking the trash can icon beside its name.
Applying/ Removing Filters:
- To apply a Filter, select the “Filter” dropdown menu to choose your desired Filter.
- To remove the filter, click the "X" beside its name in the Filter drop-down menu.
AND/OR and Group Filter Logic
The Cortex advanced Filters come with the following filtering options:
ALL Filters: Identify objects that meet all criteria within the filter. For example, if you want to identify an applicant who was Chief Resident and Applicant status "Interview", you can utilize an ALL filter.
SOME Filters: identify objects that meet at least one criteria within the filter. For example, if you want to identify an applicant who received the medical degree of DO or Applicant Status "Interview", you can use an SOME filter.
Group Filters: sets the boundaries for an ALL/SOME filters. An ALL/SOME filter can be grouped between two fields within a larger filter. For example, if you want to identify ALL applicants from California AND applicants that are in Interview Status, AND an applicant who is either a member of AOA OR Gold Humanism, you can group the filter for AOA OR Gold Humanism.