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Design Guidance – Filtering, Sorting and Grouping (PDF format)

Guidance – Filtering, Sorting and Grouping

Introduction

The Design Guidance – Filtering, Sorting and Grouping document provides you with guidance and recommendations for filtering, sorting and grouping any clinical data within a single patient record displayed in a tabular form. It enhances patient safety and clinical usability by providing guidance for:

Promoting consistent use of filtering, sorting and grouping for all users across clinical applications and care settings
Endeavouring to ensure that the filtering, sorting and grouping functionality are patient-safe
Providing functionality that will aid in the analysis and interpretation of data
Providing visual cues to inform the user that the displayed information is a filtered sub-set so that accurate clinical decisions are made

Summary

The guidance focuses on:

Specifying controls to initiate the filtering, sorting and grouping processes
Specifying single or multiple criteria to create a filter expression, including attribute selection, operator usage, value entry, and combining criteria
Displaying filtered data and notification of the filters in operation
Creating sort criteria expressions, including the specification of single and multiple sort attributes, the sort order of data values, and applying several criteria at the same time
Displaying sorted data and providing indicators to show how the results have been sorted
Removing filter expressions and sort criteria
Sorting data into groups, including the use of titles and icons to represent groups, and expanding or collapsing groups