Filter and Sort Entities Linked to a Case

  1. Open the required case.

  2. Select the Entities tab.

  3. Select an entity type to display a list of the entities associated with the case in the middle pane.

  4. Select the Options icon for the middle pane or right-click in the middle pane to display the filter and sort options:

    • Show All – See all entities.

    • Show Signed Off – See the entities that have been signed off for disclosure.

      This only applies to entities that have been subjected to the disclosure process.

    • Show Not Signed Off – See the entities that haven't been signed off for disclosure.

      This only applies to entities that have been subjected to the disclosure process.

    • Show Excluded from Disclosure – See the entities that have been excluded from disclosure.

      This only applies to entities that have been subjected to the disclosure process.

    • Phases:

      • Show All – See entities assigned to any phase.

      • Show Selected – Select one or more phases that entities must belong to in order to be displayed.

    • Line of inquiry:

      • Show All – See entities assigned to any line of inquiry.

      • Show Selected – Select one or more lines of inquiry entities must belong to in order to be displayed.

    • Sort by Title – Sort the list of entries by title.

    • Sort by Creation Date – Sort the list of entries according to when they were created.

    • Export – Export the entity to a spreadsheet.

      You can include entity relationships and specify the attributes you want exported.

    • Show Legend – See what the colours used for shading entity listings indicate.