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--- general_information [2024/08/02 13:07] – tina.robles
+++ general_information [2025/03/21 17:34] (current) – tina.robles
@@ Line 8: / Line 8: @@
 **Menu Navigation**
-There are 2 different default settings for the menu display which depends on your screen resolution.  If the screen resolution is wider than 1,535 pixels, then menu will display on the left and not overlap the data on the screen.
 {{:pasted:20240802-130540.png}}
-If the screen resolution width is less than 1,535 pixels, the menu is collapsed by default.  To view the menu, click on the Menu text.  When the menu is displaying on this resolution, it will overlap the screen display.  As soon as a menu item is clicked, the menu will collapse when navigating to a new page.
+-----
-{{:pasted:20181119-133633.png}}
+**Log Out**
+The Log Out option is in the dropdown next to the user name.
-When a section is expanded, all members within that group display in a dark border section.  In the first screenshot above, the claim section is expanded.
+{{:pasted:20240802-131444.png}}
-{{:pasted:20181119-133724.png}}  Right arrow indicates the menu section can be expanded.
+-----
-{{:pasted:20181119-133748.png}}  Down arrow indicates the menu section is expanded.
+**Saving your filters**
-{{:pasted:20181119-133803.png}}  Paper clip indicates the actual page.
+Two new ways to create filters within the various search screens within TPM.   The new options can be found on the deduction screen, pending screen, claim search screen, and contract search screens.
------
+  * Create a new filter within the data grid:
+  *   * Filter your data within the search results, you can choose multiple filters
+  *   * Go to the Gear icon and choose filters, then create new
+{{:pasted:20250321-172944.png}}
+{{:pasted:20250321-173006.png}}
+Once you have a saved filter named you can go to the gear icon and go to filters, and you will see your saved filters there.
+**IMPORTANT**: if you have a saved filter applied you will see the filter icon appear next to the gear.  Do not forget to clear the filters before trying to find other items not related to that filter.
+  * If you create a filter on a claim view it will show on all claim view windows. Same with Deduction match vs deduction view screens.
+{{:pasted:20250321-173114.png}}
+{{:pasted:20250321-173159.png}}
+Once you have a saved filter named you can go to the gear icon and go to filters, and you will see your saved filters there.
+**IMPORTANT**: if you have a saved filter applied you will see the data you saved in the search boxes.
+**Editing/Removing a filter**: When you go to your saved filters if you click on the pencil next to the filter saved name you can edit/change or delete the filter
+  * To remove the filter, choose the delete button on the edit filter screen
+  * To update your filter first choose your new filters then click the pencil and choose save on the edit filter screen.
+{{:pasted:20250321-173334.png}}
-**Sign Out**
-The Sign Out option is in the dropdown next to the user name.
-{{:pasted:20181119-134039.png}}
-If the menu is displaying the name appears on the left side and if the menu is collapsed the name appears on the right side.

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