Filtering the compliance table narrows the list to the units you care about right now — for example, expired certificates at one property, or units with open violations under a given service provider. Use this article to search and filter the table.
Compliance is available to the consultant role.
Search across units
Use the search box in the page header to quickly find units. It matches across the unit name, property name, portfolio name, certificate jurisdiction, service provider name, and license number, so you can type part of any of those to narrow the list.
Filter by column
Open the table’s filter controls and add a filter on a column. The columns you can filter and the operator each uses:
| Filter on | How it matches |
|---|
| Unit Name | Contains the text you type. |
| Property | Contains the property name you type. |
| License | Contains the license number you type. |
| Jurisdiction | Contains the jurisdiction text you type. |
| Inspection Status | Is any of Passed or Expired. |
| Certificate Expiration | On, on-or-before, or on-or-after a date you choose. |
| Next Violation Due | On, on-or-before, or on-or-after a date you choose. |
| Open Violations | Has open violations — choose Yes or No. |
| Closed Violations | Has closed violations — choose Yes or No. |
| Violations with no updates in last 2 weeks | Has stale violations — choose Yes or No. |
Scope by portfolio or service provider
Portfolio and service-provider scoping comes from the page filters rather than a column filter. Set these from the page’s filter controls, and the table — along with the summary tiles — updates to match your selection. See Global filters.
Combine filters
You can stack filters together — for example, Inspection Status is Expired plus Open Violations: Yes — to find the units that need the most urgent attention. Your filters are remembered as you move around the table.
After filtering, sort Certificate Expiration in ascending order to put the soonest-expiring certificates at the top of your narrowed list. The default sort is descending, so you’ll need to select the column header to flip it.
