Filtering work items allows you to display only the work items that you need.
Filtering is dependent on your object-level role. The Hyperproof filtering capability does not support filtering out work items for which you lack permission to change the status. For example, a user who is a manager on one request can change its status, but cannot do so on another request where they’re only an auditor—even though both appear in their work items list. There is no way to filter only the requests they have permission to update. While users can filter by audit, they’ll get an 'access denied' error when attempting a bulk status change if they lack sufficient permissions on even one request within that audit.
Tip
Currently, Hyperproof does not support a "save filter" option. However, the filter retains the last configuration until it is manually changed.
From the left menu, select Work items.
Select the relevant work item tab, i.e. Tasks, Repeating tasks, Requests, Evaluations, or Issues.
Click the Filter icon.
The Filter window opens.
Using the drop-down menus, enter one or more search criteria.
Title and description - Enter a complete or partial task name or description.
Note
When filtering by words, Hyperproof retrieves any word that contains those letters. To avoid incorrect results, it's recommended to add a space at the end of the search word.
For example, if you search the word "edge", you'll see results that contain words like "wedge". To avoid those incorrect results, enter edge_ in the search field (where the '_' is replaced by a space). Note that Hyperproof does not support the use of quotes in the search field.
Status - Select a task status.
Assignee - Select a team member to view the tasks they're assigned to.
Group - Select a group to view the tasks they're assigned to.
Created by - Select a team member to view tasks they've created.
Due date - Select a specific date or date range, or select items that are past due, due the next day, due next week, due next month, or due in the future.
Target type - Select the task target, i.e. the object the task is linked to.
Priority - Select a priority status.
Closed on - Select a specific date or date range to view a closed task.
Programs - Enter a complete or partial program name, or select a program from the list.
Audits - Select an audit associated with the task.
Domains - Enter a complete or partial domain name, or select a domain from the list.
Note
The Domain field is only available on controls. When you add a task to a control, the task inherits the Domain value, but that value is not displayed on the task.
Access reviews - Select an access review.
Custom fields - Select one or more of your organization’s custom fields.
Combining filter selections
Multiple selections within the same filter limit the results to objects that meet either of the selections. For example, selecting both Person A and Person B from the By assignee filter only shows objects that are assigned to either Person A or Person B.
Selections across filters limit the results to objects that meet both filters. For example, selecting Person A from the By assignee filter and Issue from the By type filter only shows objects that are issues assigned to Person A.
Additional example: In the By assignee filter, both Person A and Person B are selected. In the By type filter, both Issue and Task are selected. Hyperproof creates a list of objects that are assigned to either Person A or Person B, and a separate list of objects that are either issues or tasks. It shows the objects that are in both lists.
Name and description - Enter a complete or partial repeating task name or description.
Note
When filtering by words, Hyperproof retrieves any word that contains those letters. To avoid incorrect results, it's recommended to add a space at the end of the search word.
For example, if you search the word "edge", you'll see results that contain words like "wedge". To avoid those incorrect results, enter edge_ in the search field (where the '_' is replaced by a space). Note that Hyperproof does not support the use of quotes in the search field.
Repeats - Select whether the repeating tasks repeats on a schedule or an event.
Target type - Select the repeating task target, i.e. the object the repeating task is linked to.
Target ID or Name - Enter the name or ID of the object the repeating task is linked to.
Assignee - Select a team member to view the repeating tasks they're assigned to.
Created on - Select the date the repeating task was created.
Created by - Select a team member to view repeating tasks they've created.
Combining filter selections
Multiple selections within the same filter limit the results to objects that meet either of the selections. For example, selecting both Person A and Person B from the By assignee filter only shows objects that are assigned to either Person A or Person B.
Selections across filters limit the results to objects that meet both filters. For example, selecting Person A from the By assignee filter and Issue from the By type filter only shows objects that are issues assigned to Person A.
Additional example: In the By assignee filter, both Person A and Person B are selected. In the By type filter, both Issue and Task are selected. Hyperproof creates a list of objects that are assigned to either Person A or Person B, and a separate list of objects that are either issues or tasks. It shows the objects that are in both lists.
Reference and summary - Enter a complete or partial reference ID or description.
Note
When filtering by words, Hyperproof retrieves any word that contains those letters. To avoid incorrect results, it's recommended to add a space at the end of the search word.
For example, if you search the word "edge", you'll see results that contain words like "wedge". To avoid those incorrect results, enter edge_ in the search field (where the '_' is replaced by a space). Note that Hyperproof does not support the use of quotes in the search field.
Assignee - Select a team member to view the requests they're assigned to.
Group - Select a group to view the requests they own.
Created by - Select a team member to view requests they've created.
Status - Select a request status.
Due date - Select a specific date or date range, or select items that are past due, due the next day, due next week, due next month, or due in the future.
Priority - Select a priority status.
Controls - Enter or select a control linked to the request.
Source - Select an audit linked to the request.
Custom fields - Select one or more of your organization’s custom fields.
Combining filter selections
Multiple selections within the same filter limit the results to objects that meet either of the selections. For example, selecting both Person A and Person B from the By assignee filter only shows objects that are assigned to either Person A or Person B.
Selections across filters limit the results to objects that meet both filters. For example, selecting Person A from the By assignee filter and Issue from the By type filter only shows objects that are issues assigned to Person A.
Additional example: In the By assignee filter, both Person A and Person B are selected. In the By type filter, both Issue and Task are selected. Hyperproof creates a list of objects that are assigned to either Person A or Person B, and a separate list of objects that are either issues or tasks. It shows the objects that are in both lists.
Name - Enter a complete or partial name or description.
Note
When filtering by words, Hyperproof retrieves any word that contains those letters. To avoid incorrect results, it's recommended to add a space at the end of the search word.
For example, if you search the word "edge", you'll see results that contain words like "wedge". To avoid those incorrect results, enter edge_ in the search field (where the '_' is replaced by a space). Note that Hyperproof does not support the use of quotes in the search field.
Status - Select an evaluation status.
Priority - Select a priority status.
Due date - Select a specific date or date range, or select items that are past due, due the next day, due next week, due next month, or due in the future.
Assignee - Select a team member to view the evaluations they're assigned to.
Custom fields - Select one or more of your organization’s custom fields.
Combining filter selections
Multiple selections within the same filter limit the results to objects that meet either of the selections. For example, selecting both Person A and Person B from the By assignee filter only shows objects that are assigned to either Person A or Person B.
Selections across filters limit the results to objects that meet both filters. For example, selecting Person A from the By assignee filter and Issue from the By type filter only shows objects that are issues assigned to Person A.
Additional example: In the By assignee filter, both Person A and Person B are selected. In the By type filter, both Issue and Task are selected. Hyperproof creates a list of objects that are assigned to either Person A or Person B, and a separate list of objects that are either issues or tasks. It shows the objects that are in both lists.
Summary, ID, and description - Enter a complete or partial name, ID, or description.
Note
When filtering by words, Hyperproof retrieves any word that contains those letters. To avoid incorrect results, it's recommended to add a space at the end of the search word.
For example, if you search the word "edge", you'll see results that contain words like "wedge". To avoid those incorrect results, enter edge_ in the search field (where the '_' is replaced by a space). Note that Hyperproof does not support the use of quotes in the search field.
Status - Select an issue status.
Assignee - Select a team member to view the issues they're assigned to.
Created by - Select a team member to view issues they've created.
Due date - Select a specific date or date range, or select items that are past due, due the next day, due next week, due next month, or due in the future.
Business owner - Select a team member to view issues they own.
Executive sponsor - Select a team member who is responsible for overseeing the remediation of the issue.
Source type - Select the issue target, i.e. the object the issue is linked to.
Programs - Enter a complete or partial program name, or select a program from the list.
Audits - Select an audit linked to the issue.
Action plan - Enter the partial action plan.
Impact - Select an impact level.
Effort level - Select an effort level.
Priority - Select a priority status.
Discovered on - Enter a date or date range.
Closed on - Enter a date or date range.
Custom fields - Select one or more of your organization’s custom fields.
Combining filter selections
Multiple selections within the same filter limit the results to objects that meet either of the selections. For example, selecting both Person A and Person B from the By assignee filter only shows objects that are assigned to either Person A or Person B.
Selections across filters limit the results to objects that meet both filters. For example, selecting Person A from the By assignee filter and Issue from the By type filter only shows objects that are issues assigned to Person A.
Additional example: In the By assignee filter, both Person A and Person B are selected. In the By type filter, both Issue and Task are selected. Hyperproof creates a list of objects that are assigned to either Person A or Person B, and a separate list of objects that are either issues or tasks. It shows the objects that are in both lists.