From the Events screen within the EpiTrax Surveillance System, you can establish filters to view events available to you based on your user roles and privileges. 

Searching Events using the preconfigured Event Views in the EpiTrax Events Screen is as simple as clicking a user-created option from a dropdown menu.

1. Click EVENTS from the Application Menu

• This step takes you to the Events Screen in EpiTrax.

2. Select the desired Event View from the Current View dropdown

• Options in this menu reflect previously saved custom Event Views.

EpiTrax features the ability to create and save highly customizable views that can be used to quickly access all occurrences of events in the system that match the specified criteria for that event view.

1. Click EVENTS from the Application Menu

   • This step takes you to the Events Screen in EpiTrax.

2. Click the Options button

   • Clicking Options toggles the visibility of the Event View Criteria Area.

3. Click the + Add View button

   • This step reveals a required section that will name your event view.

4. Fill out the desired fields in the Event View Criteria Area

5. Click the Save button

   • Once you save, you can Edit Event View details later if needed.

6. Select the Event View from the Current View dropdown to use

   • This dropdown is not available until at least one event view is created.

Once an Event View is created, users have the ability to edit that View (change criteria or filters if needed) or delete it.

1. Click EVENTS from the Application Menu

   • This step takes you to the Events Screen in EpiTrax.

2. Click the Options button

   • Clicking Options toggles the visibility of the Event View Criteria Area.

3. Select the desired Event View from the Current View dropdown

   • This dropdown is not available until at least one event view is created.

4. Edit the desired fields in the Event View Criteria Area

5. Click the More Options button

   • This button reveals multiple additional options for the event view.

6. Select Update current view

   • This step will save any changes made to the selected event view.

EpiTrax allows users to apply a Workflow to Events in bulk from the Events Screen.

1. Click EVENTS from the Application Menu

   • This step takes you to the Events Screen in EpiTrax.

2. Select the desired option from the Bulk Workflow dropdown

   • All Bulk Workflows come preconfigured with EpiTrax and cannot be edited.

3. Click the boxes next to the desired result rows to select them

   • The second screenshot shows the first result row checkbox selected.

   • Clicking the checkbox at the very top of the column selects all events.

4. Click the Apply Workflow button

   • This step cannot be undone.

     • Important Note:

Some Workflow statuses can only be applied in a certain order. The order typically follows Accepted by LPHA > Assign to Investigator > Accept Investigation > Complete Investigation > Approve Event. If users have cases under Assigned to LPHA that do not warrant investigation, then the Do Not Investigate workflow can be applied. For cases that have their status as Assigned to Investigator, Under Investigation, or Investigation Complete, users can select the Approve Event option.