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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 Region |
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Project Owning Office |
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Technician Office |
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Technician |
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Project Manager |
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Project Name |
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City |
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Work Order Number |
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Recurrence No. |
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Work Item |
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Start Date / Time |
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Technician Availability |
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Work Order Times |
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Status |
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Overdue |
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Missing Linked Forms |
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Currently Selected Project |
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Unassigned Work Orders |
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If you find that you are often filtering based on the same criteria, you can save your filter choices for use later. To save filter options, chose your criteria and select Save. Then provide a name for this filter selection.
Once you have saved your filter options, you can access a saved filter by clicking on the filter dropdown.
Time Zones
Choose the appropriate time zone for the projects you are scheduling. When you create a Work Order it will automatically assume the times entered are based on the time zone currently selected. The Field users will see the time according to the time zone on their device.
Project Selection
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