Filtering Records in My Inbox
Efficiently navigate through Unifize Records using filters and sorting in My Inbox to focus on the discussions and tasks most relevant to you.
Why filter Records?
As the number of records grows, filtering and sorting helps you:
Quickly locate specific records
Focus on tasks assigned to you
Monitor the status of ongoing processes
Prioritize time-sensitive or high-priority work
How to filter Records in My Inbox
Access My Inbox:
From the left-hand menu, click My Inbox to view all records relevant to you.
Use Search and Filter Options:
At the top of My Inbox, you’ll see a combination of search and quick-access filters.
Filter Options Available
You can apply any of the following filters directly from the toolbar:
Unread – Show only unread records.
I Own – View records assigned to you.
Everyone – View records visible to everyone.
Cancelled – Include cancelled records.
Archived – Include archived records.
Sort Records
Click on the Sort By dropdown to organize records by key attributes. Available sort criteria include:
Date Updated – Recent → Stale
Priority – Critical → Low
Status – Pending → Complete
Date Created – Newest → Oldest
Due Date – Due soon → Due later
Each sort type can be toggled between ascending and descending order.
📝 Click Apply to update your list based on the selected sort.
Filter by Status
Click on the Status filter to narrow down records by their progress stage:
Pending – Includes all ongoing or active records.
Completed – Shows records marked as complete.
Custom – Allows selection of individual statuses for more control.
📝 After making your selection, click Apply to see filtered results.
Examples of Effective Filtering
Track your tasks: Use I Own + Status: Pending to view active records you're responsible for.
Follow up on CAPA processes: Search “CAPA” and filter by Status: Pending.
Review team-wide activity: Use Everyone + Sort By: Date Updated (Recent → Stale).
Focus on urgent tasks: Filter by Priority: Critical → Low + Due Date: Due soon → Due later.
Tips for Efficient Filtering
Stack filters: Combine tags like Unread + I Own + Pending for highly targeted views.
Use keyword search with filters: Refine your results further with the search bar.
Reset easily: Clear filters by deselecting tags or refreshing the view.
Explore custom statuses: For tailored workflow views, use the Custom option under Status.
Summary
By using the enhanced filtering and sorting options in My Inbox, you can:
Stay focused on what’s important
Minimize time spent looking for records
Quickly adapt to changes in your workflow
By effectively using filters in My Inbox, you can streamline your workflow and ensure focus on the most important records and tasks within Unifize.
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