Browse
When you log in to Filtered, the first page you land on is the Browse page. Here you can explore your content library organised by Labels or Job Roles, and discover the skills and assets most relevant to you.
Switching Between Labels and Job Roles
By default, Browse is organised by Labels. Use the Category dropdown in the top right to switch to Job Roles and see skills grouped by role instead.
Browsing by Label / Job Roles
Each label or job role displays the skills that belong to it. You can either click on a specific skill to explore it directly, or click the label or job role name to view the full detail page.
On the label detail page, you can scroll through all the skills under that label and see a preview of the assets associated with each one.
Viewing Assets and Relevance Scores
Click on a specific skill to see a full list of all its assets, ordered by relevance score. The relevance score (shown as a percentage) indicates how relevant an asset is for that skill the higher the score, the more closely matched the content.
Relevance is an algorithmic score of how relevant an asset is for the selected skill. A score of 96% suggests that approximately 96 out of 100 reviewers would agree the asset is relevant for that skill.
Adding Assets to a Pathway
Use the checkboxes to select the assets you want, then click Add to pathway at the bottom of the screen.
In the Add asset to pathways modal, you can either search for an existing pathway to add assets to, or type a new name to create one from scratch. You can search across both My Pathways and Org Pathways.
Assets
You can use the ‘Assets’ tab to view your assets by relevance to your skills of interest, and quickly filter to curate results to a highly relevant pathway in minutes!
- Create a new pathway
- Add assets to an existing pathway
- View assets by relevance score
- Use ‘Columns’ and ‘Filters’ to refine your results
- View a ‘Single asset modal’
- Select a ‘Skills Group’ and a ‘Skill’ from the drop-down menus in the top panel
- Your results will display in a table, ordered by relevance
- Hover over an asset to view a preview of the description
- Use the check-boxes to select assets you would like to add to a pathway
- Click the ‘Add to pathway’ button on the bottom of your screen to create a new pathway by typing in your title or add the assets to an existing pathway by selecting it from the drop-down list
- Download results to CSV using the button in the bottom left corner
Visit the ‘Assets’ section to find more information on how to view, filter, find and upload learning assets from your content repository.
Pathways
The ‘Pathways’ tab is where you will find all your pathways, listed in order of recency, and where you can use the ‘Get recommended assets’ feature to generate algorithmic suggestions based on whatever short phrase you input to best describe your desired content.
- Create a new pathway
- Manage pathways (add or remove assets, rename assets and view pathway metadata)
- Use the ‘Get recommended assets’ feature to help curate pathways using algorithmic suggestions
- Export a pathway as a .CSV
- Copy a pathway to clipboard for sharing
To learn more about building pathways visit the ‘Pathways’ page.
Columns and Filters
‘Columns’ and ‘Filters’ are available in the ‘Assets’ tab, ‘Pathways’ tab and the ‘Libraries’ tab and can be assessed via the rightmost side panel.
- Build pathways in the ‘Assets’ tab
- Build and refine pathways in the ‘Pathways’ tab
- Build reports in the ‘Libraries’ tab
Visit the ‘Columns’ and ‘Filters’ pages to find more information on their uses along with some helpful tips and tricks. Visit the ‘Data dictionary’ for definitions of all data related terms you will come across in CI.
Proficiencies
The Proficiencies section allows you to define the required levels for any skill within your organization.
- Navigate to Create and select Proficiencies.
- To add a new proficiency level, click Create.
- Enter a Name (e.g., "Beginner") and a Definition for the proficiency level.
- Click Save to add your new proficiency level to the list.
Labels
Labels are used to categorize and organize skills based on various criteria.
- Navigate to Create at the left side of the page and select Labels.
- To create a new label, click Create.
- Enter a Name and a Definition for the label.
- Click Save.
Job Roles
Job Roles section lists all defined roles within your framework.
- Navigate to Create at the left side of the page and select Job Roles.
- To add a new job role, click Create.
- Type in the Name and Definition for the desired job role.
- Click Save.
There is also an option to upload via spreadsheet by contacting success@filtered.com.
Proprietary Mapping: Label and job role mapping is automatic, based on proprietary filtered AI and relevance technology.
Skills
You can add new skills by clicking Create skill to add a single skill.
To create a new skill manually, follow these steps:
Step A: Basic Information
- Navigate to the Skills page and click Manage.
- Select Create Skill.
- Give the skill a Name (e.g., "Agile Processes") and a Description.
Step B: Add Proficiencies
- Click on the Proficiencies tab.
- Define the Proficiency levels by typing a dedicated Description for how that level applies to this specific skill. Adding the Proficiency levels is not a mandatory step to add the skill.
- Click Continue.
Step C: Define Asset Relevance
- Review how existing assets apply to this new skill.
- You can make changes to the skill's definition if necessary.
- Choose the relevant threshold you want to see applied to assets.
- Click Continue.
Step D: Map Labels and Job Roles (automatically suggested using Filtered’s AI)
- Select which Labels should match the skill.
- Select which Job Roles need to match the skill.
- Click Continue.
Step E: Review and Save
- Review all the configurations for your new skill.
- Click Save to finalize and add your skill to the framework.
Skills can also be added by uploading a spreadsheet. Currently available by contacting success@filtered.com.
Curate
The Curate page lets you chat with the Filtered AI Companion to build a complete pathway through conversation.
Type what you have in mind into the chatbox and hit Send. The AI Companion will ask clarifying questions to understand the topic and scope you're looking for, suggest specific subtopics and invite you to go broader or deeper; you can keep refining through conversation until it matches what you have in mind.
Once happy with the direction, a pathway structure is generated on the right-hand side with sections already defined. Click Use This to accept it.
Click + Add Assets under any section to see the most relevant assets for that topic, ordered by relevance score. Select the ones you want by clicking on the circle on the right side of each asset and click Done.
Click Create this pathway to save it. You'll land on the new pathway page where you can review all sections and assets, and click Edit Pathway to make any further changes.
Search
Using the Search page you can type a word or phrase to find assets across your entire content library.
Results are returned ordered by relevance score, and you can filter by provider, format, length, language, and more. You can also select assets directly from search results and add them to a pathway using Add to pathway at the bottom of the screen.
Using the AI Companion in Search
Alternatively, click Filtered AI companion to switch to the AI-powered search experience. Type a phrase or question and the AI Companion will provide a direct answer pulled from your assets, with relevant content.
If the search term is useful to save for future use, click Save as Skill in the top right. You can assign it to an existing Skills group, give it a Skill name, and the search phrase will be saved as a short phrase attached to that skill.
Success Centre
You can search all articles that are available here on the Success Centre from a widget within Filtered at any time by clicking the ‘Help’ button located on the side panel.
