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How to Setup Participant Filter

How to Set Up Participant Filter




1. Navigate to https://air.corrisoft.com/users/login and login.

2. Click "Participants"

3. Click "Participant Filter"

4. Click "Filters" in upper right side of the window.

5. Select "Jurisdiction"

6. Select your desired Jurisdiction.

7. Open "Risk Level" drop down list.

8. Select your desired Risk Level.

9. Click the "Primary ID" field. Enter Primary ID (If applicable)

10. Click the "Secondary ID" field. Enter Secondary ID (If applicable)

11. Click the "Custom Field" field. Enter any custom information about the resident. (If applicable)

12. Click "Apply"

13. How to Save a Participant Filter Template.

15. Click the "Add New Filter" field.

16. Click the "Enter Name" field.

17. Enter a name for your template. Click "Save"

18. How to open a saved Participant Filter.

20. Select the name of your filter in the drop down box.

21. Find Click "Apply"


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