Customizing View, Search, Sort, and Filter

You will learn about the different standard view options, how to search, sort, and filter record series and citations, customize your view, and share your view with a colleague.

Once you have your custom view, you can export it to a report or other systems.

Length: 3 minutes.

Virgo’s predefined menu lists different standard view options.

The state of each grid/table view – selected columns, column order, sort order, and filters – is now saved on your device with each change. This means that reloading the application, logging out and back in, or closing and opening your browser will not reset your grid settings. You can now pick up where you left off. Of course, you can still use the View menu or an existing browser bookmark to quickly change to a specific view.

Note: changes in column width are not saved at this time.

1. Click the View button.

2. Review and select from the different standard view options.

To view an example of View options, hover your mouse over the image.

Virgo features a global search field within the Record Series and Citations tab to find specific record series or citations.

All terms entered in the search engine are assumed to use “and” logic. Terms are stemmed so “employment” would also match “employ,” “employee,” “employer,” and so forth.

1. To search and filter record series or citations, in the Search field enter the record series code or key word to quickly find and filter the record series or citations needed.
2. Click the Filter button to perform the filter.

To view an example of conducting a search on the keyword employee, hover your mouse over the image.

On the Records Series, Citations, and Content Types tabs, you can show and hide the columns that display in the grids. Virgo allows you to filter columns of different data types. Each data type has a different filter approach, so you are able to filter the columns that best fit your needs.

1. Click Edit Columns.
2. Review and select column options.
3. Click Apply.

To view an example of adding or removing columns, hover your mouse over the image.

1. To sort, click on the name of the field you would like to sort, and if you click it again, it will sort in the reverse direction.
2. To sort the data by Code, click the arrow next to the Code button. If you click the arrow again, it will sort in the reverse direction.

To view an example of conducting a sort, hover your mouse over the image.

To narrow or expand the information that displays in grids, you can add or remove column filters.

Virgo includes not only retention, but other information governance requirements, so you may want to limit your citation search to certain types of requirements such as privacy and retention.

1. Click on Filter button next to Requirement Type.
2. Click the Advanced button.
3. Scroll down and check the box next to Privacy and Retention.
4. Click the arrow button.

To view an example of filtering on Requirement Type, hover your mouse over the image.

Virgo also allows you to filter by jurisdiction.

1. Click on Filter button next to Jurisdiction.
2. In Filter for, enter the jurisdiction.
3. Click the arrow button.
4. Or scroll and select the jurisdictions from the list.
5. Click the arrow button.

To view an example of filtering on Jurisdiction, hover your mouse over the image.

You can remove all filters by clicking the Remove Filters button.

To view an example of Removing Filters, hover your mouse over the image.

Virgo’s grid based layout allows you to add, remove, and drag columns based on your view preference.

You are able to customize your view by dragging columns based on your view preference.

1. Click on the column you want to move.
2. Drag the column to the preferred location.

Virgo only conducts searches using the columns that you have in your grid view.

If you would like to customize your view to include content types, you must switch your view to record series with content types, and perform your search.

1. Click View.
2. Click Record Series with Content Types to switch your view.
3. Perform your search.

To view an example of changing your view, hover your mouse over the image.

The inapplicable citations view shows citations with the status value of “Not Applicable.” These citation are hidden from all standard views.

Your customizations can be shared by copying and pasting the URL.

1. Select the URL.
2. Click Copy.
3. Paste the URL into chat or email to share your view with a colleague.

You can also bookmark your view to return to it later.

• Click the star icon to bookmark Virgo in the bar of your browser.

To view an example of sharing and bookmarking your view, hover your mouse over the image.