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KSIS

IT Service Desk
2nd floor, Hale Library
1117 Mid Campus Dr. N
Manhattan, KS 66506-0121

785-532-7722
800-865-6143

Create a Filter

The KSU Advisor Center provides a set of pre-defined filters that can be saved and run repeatedly to create a subset of advisees.  Filters are used to track a subset of advisees and as a starting point for one or more bulk operations, e.g, run DARS report, send email.

Because an advisee's information can change over time, only those advisees that meet the filter criteria will appear in the filter results (a dynamic list).  Filter results can also be saved as a group (a static list). 

Filters can be modified and deleted after they have been created.  See Modify an Existing Filter and Delete a Filter or Group for details.

How to create a filter:

  1. Login to KSIS with your eID and password at https://ksis.k-state.edu.

  2. Select the KSU Advisor Center from the KSIS Links on the right side of the KSIS home page.

    Click the KSU Advisor Center link

  3. The My Advisees list is displayed.

    The My Advisees list is displayed

  4. Click Click the small arrow next to Manage Advisee Groups and Filters next to Manage Advisee Groups & Filters to display My Groups (Static) and My Filters (Dynamic).

    Manage Groups and Filters area

  5. Use the dropdown arrows to select one or more criteria.

    Select the filter criteria from the drop down boxes
    CriteriaContent
    Advisor HoldAdv Hold or No Hold depending on if the advisee has an Advisor Hold
    Acad (Academic) StandingList of available academic standings (dismissed, good, probation, reinstated, warning)
    App (Application) for Grad (Graduation)Yes or No if the advisee has applied for graduation
    CareerList of available careers (grad, ugrd, etc...)
    LevelList of available levels (senior, junior, sophomore, freshman, etc...)
    KSU GPARange of GPA's to show, from 0.000 to 4.000
    ProgramList of available programs based on the advisee list content
    PlanList of available plans based on the advisee list content
    Sub PlanList of available sub plans based on the advisee list content
    Last EnrolledList of last enrolled semesters based on the advisee list content
    Future EnrolledList of future enrolled semesters based on the advisee list content
    TransferYes or No if the individual has transferred to K-State from another college/university
      

    NOTE: most pick lists are based on the content of the advisee list when ALL advisees are shown to minimize selection of values that do not pertain to the advisee list.

    Example: if the advisee list does not contact a Junior, Junior will not be offered as an option.

  6. Click Run Filter to see the results of the selected criteria. 
    • The My Advisees list will display those advisees who match the selected criteria.
    • All advisees matching the criteria are selected by default.
  7. Repeat steps 5 and 6 until the desired results are achieved.

  8. Enter the filter name in the Name field.

  9. Click Create Filter.

  10. If the filter name already exists, click YES to confirm updating the existing filter, otherwise continue.

    Cl;ick Yes to Confirm Updating the Filter

  11. The new filter will be shown in the My Filters (Dynamic) area.  It will also appear in the *Filters & Groups drop-down list.

  12. Click the name of the filter to view advisees that match the saved criteria.