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You can filter what work orders are seen based on several fields found in the filter panel at the top of the screen. Once you have applied your filtering, you must select Search for these screens to refresh with work orders matching your criteria.
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For filters that allow selection of one or more options, selecting the filter so it is highlighted and selecting the space bar on your keyboard will populate all available options in a dropdown list. |
Filter | Description |
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Project Owning Office | Filters based on the Project office Allows selection of one or more office Can filter on work orders that do not have an owning office assigned
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Technician Office | |
Technician | |
Project Manager | |
City | |
Work Order Number | |
Recurrence No. | |
Work Item | |
Start Date / Time End Date / Time | Allows you to search for only Work Orders within a specific Date / Time range Not entering a Start / End Date will return all work orders within the given time range Not entering a Start / End Time will return all work orders within the given date range Available in List View Only. Filters do not carry over when navigating to the other views
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Technician availability | |
Work Order Times | Allows you to filter on just As Available work orders, or just Scheduled work orders Default filtering will return All work orders
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Status | You can filter on one or more status selection To select a status click on the color coded box before the status name Work orders will appear in the calendar and technician views shaded to match the status filter box
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Currently Selected Project | |
Unassigned Work Orders | |
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