Skip to main content

Filter Work Orders in Work Orders List

Easily refine your Work Orders list view through multiple filter options.

T
Written by T Campbell
Updated over a year ago

Purpose

The Work Orders List page allows users to apply a filter to the Work Orders list view. Filter Work Orders efficiently to manage and oversee tasks based on specific criteria.

What can you do with it?

The Filter Work Orders feature empowers you to sort and view Work Orders with precision. Use this tool to streamline your workflow by applying filters to the Work Orders list view, ensuring you only see relevant tasks. This increases productivity by focusing solely on Work Orders that meet your defined criteria.

How is it done?

Follow these steps to apply filters:

  1. Work Order Status:

    • Choose from “Open,” “Unopened,” “Closed,” or “Planned” to see Work Orders at specific stages.

  2. Verification Status:

    • Use Verified or Unverified options to identify Work Orders that have been checked for accuracy.

  3. Lock Status:

    • Select Unlocked or Locked to filter based on the editability of the Work Orders.

  4. Work Order Type:

    • Use a data-select option to filter Work Orders by their type, allowing focused tracking on certain categories.

  5. Location-Based Filtering:

    • Pick a specific location from a selectable list to display Work Orders occurring at particular sites.

  6. Generic Status:

    • Apply a filter using a data-select option to zero in on generic statuses assigned to Work Orders.

  7. Date Range Selection:

    • Specify dates to filter Work Orders created after an Open Date or before a Close Date to streamline pending tasks.

Important Considerations

  • Always verify the status and accuracy of data selections to ensure correct filter application.

  • Confirm that filters are current and reflect the latest updates to avoid overlooking important Work Orders.

Best Practices

  • Regularly update your filters and maintain awareness of any changes in the Work Order criteria.

  • Use multiple filters in combination for more granular control of your Work Orders list.

  • Revisit and adjust the filters periodically to align with changing project priorities and objectives.

Did this answer your question?