Using the Search Filters in Compliance Center

   Compliance Center is used to track and access compliance requirements. When first coming into Compliance Center, you are brought to the interactive dashboard on the  tab.  The remaining tabs, which include , , , and , allow you to access the compliance requirements.

 
Each tab in Compliance Center has a set of filters. They are used to narrow the results that are displayed on that tab.

 
This article provides guidance on using the search filters. Below is important information regarding using the search filters in general:

  • The numbers on certain filters display a count of how many items are selected in that filter.

  • For each search filter, you will need to select to apply your filter settings or to return to the previous or default selection.

  • Once a filter is changed from the default, its white background will turn gray. It will remain gray until it is changed back to the default selection for that tab.

  • To reset all search filter drop-downs back to their default settings (as if you just logged into Epicenter and accessed Compliance Center for the first time), select the search funnel icon.

  • Changes made to the search filters on the  tab will not carry over into the other tabs and vice versa. Any changes made to the search filters within the , and  tabs, however, will carry over between those tabs. 

Filter Descriptions:

Allows you to limit what is displayed in your list according to the classification of the entities assigned to the requirements (e.g. Boards, Management Orgs., School Operating Status, School Type, etc.). Entity classifications are set up by your licensing organization. By default, all Classifications will be selected. 

  • Once you apply any changes, the Entities filter will update to only selecting those entities for the Classification(s) selected.

  • In addition, the Submission Types filter will update to only selecting those submission types for the entity type(s) selected.

  • If you have any submission collections, all collections will remain available even if the types included are not specific to the entity type(s) selected. 

 

Allows you to filter by entity(s) such as a board(s), school(s), or management organization(s). By default, all entities will be selected. 

Within the Entities filter, you can:

  • Select all entities by selecting the topmost checkbox or clicking the All link in the bottom right.

  • Deselect all entities by deselecting the topmost checkbox or clicking the None link in the bottom right.

  • Select individual entities by expanding () the various parent groups until you drill down to your specific entity.

  • Include deactivated entities by selecting the Display Deactivated Entities checkbox at the bottom of the window.

  

Allows you to choose which kinds of requirements will be displayed. By default, all submission types are selected.

Within the Submission Types filter, select all, deselect all, select individual, and include deactivated the same way as Entities (above).
 

 (,  , and  tabs only)
Whereas the Statistics tab will default to displaying stats for all requirements due in the current school year, the Summary and Detail tabs will default to displaying requirements due in the next 30 days as well as any that are Past Due. 

Within the Time Period filter, you can:

  • Choose whether the time period will display by or​ .

  • Adjust the time period by entering specific From and Through dates.

    • To quickly set those dates for an entire school year, select the Data Range Selector drop-down and choose a specific year.

  • If you would like to also see Past Due requirements from outside that date range, click the “ Return past due outside of selected dates ” checkbox.


 
  ( and  tabs only)
Allows you to adjust the sorting rules and the number of rows per page.

It has the following options:

  • “Scheduled” - All  unsatisfied requirements

    • “Not Due Yet” - all unsatisfied requirements that are not past due

    • “Past Due” - all unsatisfied requirements that are past due

  • “Submitted” - all satisfied requirements

    • “Complete” - all satisfied requirements that are not pending review or approval

    • “Review Pending” - all satisfied requirements that are pending review.

    • “Approval Pending” - all satisfied requirements that are pending review.

  • “On-time”

    • All unsatisfied requirements due in the future

    • All satisfied requirements submitted before their due dates

  • “Late”

    • All unsatisfied requirements due in the past

    • All satisfied requirements submitted after their due dates

  • “Accurate” - all satisfied requirements that have not been rejected

  • “Not Accurate” - all satisfied requirements that have been rejected

  • “Sort” Options - Allows you to determine the priority of your list’s order

  • “Rows per page” - 20, 50, or 100 results per page​

When all the checkboxes are selected, all requirements for the entities and time period entered will be returned.

 
 ( Tab)

Allows you to adjust the date range and the number of rows that will display per page. 

On all filters: select the button to have your changes take effect.

Note that the tabs in both  Compliance Center and  Board Center will only display requirements scheduled 12 months in the past and 18 months into the future. 
 

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