Kuali Research Conflict of Interest has added filter options in the Review Disclosures menu to help users search and find records. This functionality will allow COI Admins to search by a number of criteria and also save their filters to use in future lookups. Below gives a better overview of how filters work and the lookup
As a COI Admin in Review Disclosures there is the icon which will expand the filter panel:
In the Filter Rules you can add as many criteria as you wish via . These Filter Rules can be added on a number of disclosure fields with qualifiers to narrow down disclosures. You can also customize the table columns that will appear via the Table Column Visibility panel.
Once desired criteria is selected you can save your filter for future use by naming it and clicking 'save':
This filter will then be available in the Saved Filters dropdown so you can select at any time or it can be removed via the icon if you no longer want to use. Or if you wish to edit the selected filter you can expand and modify it using the button.