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Function documentationUsing Filters for Qualification Catalogs Locate this document in the navigation structure

 

You can create personal or organization-specific filters to restrict or facilitate the search for qualification catalogs. The system then uses these filters in the catalog search-helps for employee and requirements profiles.

Prerequisites

You are authorized to create and edit filters (authorization object /MRSS/MNTP).

Features

Filter types

You can choose between the following options from Filter Type:

  • No Filter

    Choose this option if you do not want to create a filter, or do not want to view or edit any of the existing filters.

  • Personal Filter

    Choose this option if you want to create, edit, or display a personal filter.

  • Organization-Specific Filter

    Choose this option if you want to create, edit, or display an organization-specific filter.

Creating a Filter

You must be in change mode to create a filter.

Note Note

The authorization required to change filters is independent of the authorization required to change qualification catalogs. If you are not authorized to change qualification catalogs, choose Change Filter from the toolbar of the tree structure to change the filters only.

End of the note.

To define a filter, select the qualifications from the tree structure and add them to the filter by choosing S Add Without Subnodes (Add Without Subnodes) or M Add With Subnodes (Add With Subnodes). S stands for "single", referring to an individual node without subnodes. M stands for "multiple", which means a node with subnodes. To delete entries from the filter, choose Remove from Filter (Remove from Filter).

As soon as you have added a qualification to a filter, the catalog item is entered as green. If you add an item and its subnodes, all of the items are entered as green.

You can create just one personal filter for each qualification catalog, but you can create several organization-specific filters. If you create an organization-specific filter, you have to specify a resource planning node. As soon as you have selected this option, the system displays the relevant field with a corresponding input help.

Displaying Filters for a Person

To display the active, organization-specific filters for each qualification catalog and person, call the Display Filter Information for Personnel Master transaction (/MRSS/SQM_CAT_FILTER). To display just your own organization-specific filters for the current catalog, choose either:

  •   Goto   Filter Assignment   in the qualification catalog

  • Filter Assignment (Filter Assignment) from the search helps for the employee and requirements profiles

Using Filters

You must activate a filter in the qualification catalog before it is used in the catalog search helps of the profiles. To do this, select the Active indicator next to the Filter Type field. Note the following points:

  • If you create and activate an organization-specific filter for a qualification catalog, this applies only for users who are assigned to the specified resource planning node.

  • If a user is assigned to several resource planning nodes, the system determines the active filter for each node assigned and uses the unifying quantity of the individual, organization-dependent filters.

  • If a resource planning node assigned to the user does not have an active filter, the system searches the resource planning structure from the bottom up for resource planning nodes with an active filter. As soon as the system finds a node, it uses it and stops the search.

Example: Using Filters

  1. You have activated a personal filter for a qualification catalog as well as two other filters for two resource planning nodes assigned to you.

  2. In the employee search, you call the Search Help for Qualifications function.

  3. The system provides the data that meets the requirements of the personal filter and the unifying quantity of the two organization-specific filters. That is, you see only qualifications that exist in both the personal filter and one of the two organization-specific filters. Under Filter Type, the system displays organization-specific and personal filter.