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Saving Filters in Work Orders

Create and apply custom filter sets and learn how to edit or delete filter sets as needed.

Updated over 8 months ago


Work Order Management with Saved Filter Sets

  1. Introduction

    • New feature on work orders: saving filter sets for easier management.

  2. Using Filters

    • In the work order module, use the "add filter" button to narrow down work orders.

    • Example: Filtering work orders assigned to you and inspection-generated ones.

  3. Saving Filter Sets

    • After applying filters, save the set with a custom name (e.g., "my inspections").

    • This saved filter set can be quickly accessed later for the same filtering criteria.

  4. Editing and Deleting Filter Sets

    • Edit filter sets: Change the name or criteria of a saved filter set.

    • Delete filter sets: Remove unnecessary filter sets to keep the list organized.

  5. Conclusion

    • This feature aims to streamline work order management and save time on repetitive filtering tasks.

    • For any queries, reach out to the support team.

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