If there are too many items on a Work Order List or the desired Work Order are a few pages in on the list then it is possible to filter the list down by using the Filter option. The Filter option provides a variety of ways for the User to narrow down the list to find exactly what is required and can be found on all Work Order Lists. To filter the Work Order List, follow these steps:

Select the Filter on any list of Work Orders to display the Filter screen. Ticking the required fields will enable the User to provide criteria in which to filter the list by. Each of the fields (once they are ticked) are described below:

“Client” provides a drop down to specify the Client to be filtered by. The User can scroll through the list or use a text field that, once text has been entered, brings back results that include the text entered.

“Building No.” provides a text field in which the User will enter the desired Site Number.

“Building” provides a drop down in which the User can scroll through the list or use a text field that, once text has been entered, brings back results that include the text entered.

"Description" displays a drop down in which the User can scroll through the list or use a text field that, once text has been entered, brings back results that include the text entered.

"ETA" shows two date fields "from" & "to" in which the User enters the ETA dates where jobs, with an ETA between those dates, are likely fall in.

“Status” displays a drop down in which the User can scroll through the list or use a text field that, once text has been entered, brings back results that include the text entered.

"Response" displays a drop down in which the User can scroll through the list or use a text field that, once text has been entered, brings back results that include the text entered.

“Batch?” shows a drop with the options "Yes" & "No". Selecting <Yes> will show Work Orders that have been batched together whilst selecting <No> will disregard batched jobs. Once the desired filters have been set, click <Filter> to apply the filters. If there is no longer a need to run the filters, click the <Cancel> button to close the Filter screen and not apply any filters.

The list is returned and now only show Work Orders matching the criteria specified in the Filter screen. Once a filter is applied, the Filters header appears and in it is a list of all the filters that have been applied. Adding more filters will also display them in the Filters header.
If  the list still needs to be filtered but a certain filter is no longer required, click the <Remove> button next to the desired filter to remove it. If all filters need to be removed, click <Remove all filters>.