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Attention CBISA Users:

Due to the Coronavirus outbreak, Lyon Software will be operating at full capacity, but our employees will be working remotely from home until further notice. For fastest responses to the following topics of inquiry, please use the following email addresses:

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Best Wishes,
Lyon Software Management Team

Making Your Job Easier: Using Filters to Navigate the Program Browse Box

Posted by: | Posted on: October 7, 2013

One of the great things about CBISA is its flexibility. We have suggested how to use the software, but it’s really up to you, the user.


The software is delivered with three categories:

  1. Community Engagement
  2. Service Learning
  3. Faculty and Staff

Community Engagement

This category is intended for all of your civic/community engagement Programs.  These can be Programs that are sponsored by student organizations, the Community Engagement office or by any group that organizes and sponsors events.

Service Learning

This category is based on the Campus Compact Models of Service Learning.  How you choose to organize your classes is up to you. Some clients list the Program name and then attach an Occurrence for each each class that takes part.  Other clients list the class name and number as the Program name and all attached Occurrences are specific to that class. The second option would result in more detailed data.  It really depends on the type of reporting you want to get out of CBISA.

Faculty and Staff

Your faculty and staff are often doing Programs or activities in the community on behalf of your organization.  Whether this is a lecture series, research, or paid sabbatical, it is a contribution to your community that should be accounted for.

Program Filters

Once you have a couple dozen Programs in the software, it might seem a little overwhelming to find the Program you are looking for.  Maybe you only want to see Category B, Service Learning, Programs. We have made it easy to separate out Programs by using what we call Filters.

Filters are designed to simplify your Programs list.  The filters are found in the Control Panel of the Programs module. Hover your mouse over the More function button and select Show Filters.

You have several options to choose from. To see all of your Service Learning Category B Programs, you would choose filter number 5 by clicking the radio button next to it, then select Category B from the list of Categories, and then press Close. Now your browse box will display a list of Category B, Service Learning, Programs only. You’ll know you’re viewing a filtered Program list because the background color of the browse box will change to light orange.

You can move from Program to Program, add occurrences or qualitative data without having to re-filter your Programs. Once you are finished working with the chosen filter/category, restore the default filter by hovering your mouse over More, choosing Show Filters, selecting option number 1(all active Programs). Then press Close.  All Programs will now be available in the browse box. You can also filter your Programs by department, inactive Programs, and pending data.


If the Categories we suggest don’t meet your needs or you have already established categories at your institution, you can modify the delivered Categories list in the Edit Defaults. Access Edit Defaults by hovering your mouse over the Options menu in the upper right-hand corner of your screen, and clicking on Edit Defaults.

I hope this helps you determine how to set up your Programs.

Still need help? Call our support line at 419.885.4593.

Happy reporting!

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