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changes.mady.by.user Karl Burkum

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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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Info
titleTip

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

Project Owning Region
  • Filters based on Project Region
  • Allows selection of one or more office

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

Technician Office

  • Filters based on the office assigned to specified technicians

  • Allows selection of one or more office

Technician

  • Filters based on assigned Technician

  • Allows selection of one or more Technicians

Project Manager

  • Filters based on the Project Manager responsible for oversight of the work order being done

  • Allows selection of one or more Project Manager

Project Name
  • Filters based on Project Name
  • Only available under Pending Field Actions

City

  • Filters based on the City entered in the Work Order

  • Allowed to type in a partial city name

Work Order Number

  • Filters based on the system assigned Work Order number

  • Allows partial matches

Recurrence No.

  • Filters based on the system assigned Recurrence number

  • Allows partial matches

Work Item

  • Filters based on work item(s) assigned to a work order

  • Allows selection of one or more work items

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

Technician Availability

  • Only available in the Technician View

  • Filters technicians displayed by the filter that is applied:

    • Scheduled

    • Free

    • Free With Generic Users

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

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

Overdue
  • Shows work order records that have not been completed past the assigned start date - are overdue
Missing Linked Forms
  • Shows work order records with work items that require tracked forms where no link to that form exists yet

Currently Selected Project

  • Filters based on the selected project to the left of the filter panel

Unassigned Work Orders

  • Allows you to hide 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.

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Once you have saved your filter options, you can access a saved filter by clicking on the filter dropdown.

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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.

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Project Selection

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