Filter Configurations (W/O)

OBJECTIVE

The Filter Configurations allows the user to customize the work order dispatch filter and the elements that are displayed, such as employees, service calls, quotations, projects and filters by dispatch status.

These configurations are saved by dispatch template and applicable either to all users, the current user or the dispatch template selected.

 

PREREQUISITE

• Employee Management
• Service Calls
• Work Orders
• Quotations
• Project Management
• Dispatch Template Management

 

STEPS

maestro* > Projects > Work Orders > Dispatch > Work Order Dispatch > Filter Icon

 

Configure a view

1. In the Filter Configurations window, click on New.
2. Enter a name for the new view and click on Save this model.
3. In the Applicable dropdown, select from the following options: For the current Dispatch template, For all users, The current user.

Use the […] button to access available records.

4. Complete the information in the Employees tab.

Employee Selection section

Field	Action
Employees Selection	Select from the following options: 0 – By Employee 1 – By Occupation Type 2 – By Work Category 3 – By Service Call Occupation NOTE: The option selected in this list determines the next field, that is to say, if the selection is made by employee, the next field will be employee, and so on.
By Employee By Occupation Type By Work Category By Service Call Occupation	Check the All checkbox if all the employees (or occupation types or work category) can be displayed in the dispatch window. Alternately, remove the check from the checkbox and individually select the employees, the occupation types work categories.

Helper Selection section

Field	Action
Helper Selection	Select from the following options: 0 – By Employee 1 – By Occupation Type 2 – By Work Category 3 – By Service Call Occupation NOTE: The option selected in this list determines the next field, that is to say, if the selection is made by employee, the next field will be employee, and so on.
Employee Occupation Type Work Category Service Call Occupation	Check the All checkbox if all the employees (or occupation types, work categories) can be displayed in the dispatch window. Alternately, remove the check from the checkbox and individually select the employees, occupation types or work category.

5. Complete the information in the Calls tab.

Zone section

Field	Action
Zone	Check the All checkbox if all the zones can be displayed in the dispatch window. Alternately, remove the check from the checkbox and individually select the zones.

Priority Type section

Field	Action
Priority Type	Check the All checkbox if all the priority types can be displayed in the dispatch window. Alternately, remove the check from the checkbox and individually select the priority types.

Call Type section

Field	Action
Call Type	Check the All checkbox if all the call types can be displayed in the dispatch window. Alternately, remove the check from the checkbox and individually select the call types.

6. Complete the information in the Work Orders tab.

Zone section

Field	Action
Zone	Check the All checkbox if all the zones can be displayed in the dispatch window. Alternately, remove the check from the checkbox and individually select the zones.

Priority section

Field	Action
Priority	Check the All checkbox if all the priorities can be displayed in the dispatch window. Alternately, remove the check from the checkbox and individually select the priorities.

Work Order Type section

Field	Action
Work Order Type	Check the All checkbox if all the work order types can be displayed in the dispatch window. Alternately, remove the check from the checkbox and individually select the work order types.

7. Complete the information in the Quotations tab.

Quotation Type section

Field	Action
Quotation Type	Check the All checkbox if all the quotation types can be displayed in the dispatch window. Alternately, remove the check from the checkbox and individually select the quotation types.

Priority section

Field	Action
Priority	Check the All checkbox if all the priorities can be displayed in the dispatch window. Alternately, remove the check from the checkbox and individually select the priorities.

8. Complete the information in the Projects tab.

Projects section

Field	Action
Projects	Check the All checkbox if all the projects can be displayed in the dispatch window. Alternately, remove the check from the checkbox and individually select the projects.

Department section

Field	Action
Department	Check the All checkbox if all the departments can be displayed in the dispatch window. Alternately, remove the check from the checkbox and individually select the departments.

Administrative Region section

Field	Action
Administrative Region	Check the All checkbox if all the administrative regions can be displayed in the dispatch window. Alternately, remove the check from the checkbox and individually select the administrative regions.

9. Complete the information in the Views by dispatch status tab.
   Choose the views by dispatch status to display in the dispatch.
   1. Check the Display checkbox in order to select the views that will be displayed in the dispatch.
10. Click on Save this Model.
11. Click on Quit.

 

Last modification: December 20, 2024