Overview

You can use the advanced filters to narrow down the list of participants. To use the advanced filters, click Filters. You can see the various filters on the right pane. 

Currently, the following advanced filters are supported:

• Programme
• Groups
• Employer
• Manager
• Primary Work Coach
• Status
• Filter by Date

You can use more than one filter, the grid will use all the filters used to update the list of participants.

Filter by Programme

You can filter the participants by programme. You can select one or multiple entries from the dropdown.  

Filter by Groups

You can filter by the groups that you have been given access to by your organisation.  If you have a multiple group hierarchy in your organisation, you can navigate though the levels and select the group you want to filter by.

Filter by Employer

You can filter the learner list to a specific employer. You can select one or multiple entries from the dropdown. 

Filter by Primary Work Coach

Where you have been given access to view participants that belong to other Work Coaches, you can use this filter. You can select one or multiple entries from the dropdown. Please note that this is limited by your organisation's group structure. 

Filter by Status

You can filter participants using one or more of the following status:

• Onboarding
• Ready to enroll
• On Probation
• Active
• Non Started
• Under Review
• On Maternity break
• On Illness break
• On other break
• Entered EPA
• Completed
• Withdrawn w/o funding
• Early leaver (funded)
• Not eligible
• Imported

Filter by Date

You can search by the start date or the end date.

If you make a selection, you will be prompted to specify the date range.

The filter will then use the specified date range to narrow down the list of participants.

Clear filters

To clear a particular filter, hover over the field. Click the x-shaped clear symbol that appears on the field, towards the right.

This will clear the filter, and the list of participants is updated.

To clear all the filters used, click Clear Filters.

This will clear all the filters, and the original unfiltered participant list will be displayed.