Filtering Records

1: Choose Records to Filter

Click the appropriate Work Order or Reminder indicator to display the records you want to filter.

Work Order and Reminder indicator

2: Set the Filter Options

In the Filter column to the left of the record display, choose a Filter option for the records - for example, Priority, Worker, or Due Date.

Note: When you choose a Filter option, the available filters specific to that option appear below it.

Filter options

3: Show Filtered Records

To begin filtering, click Show None to hide all the records in the display. Then click the filter that matches the records you do want to see to show these records in the display. Click multiple filters to show precisely the records you want to see.

Note: The number to the right of each filter tells you how many records match that filter.

Filter options

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