Whenever you have to deal with large-volume data, it makes sense to bring structure to it using various criteria. Orderry offers filters for you to achieve this.
To set a new filter at the Work Orders page, click on the Filter button next to the new work order button.
Set the filter parameters in a newly opened field. There are 9 parameters you can adjust. Let’s consider them in detail.
Status — select either a single or multiple statuses.
Order Type — select either a single or multiple work order types.
Order Created — select a specific period of time. Please note that the selected period includes the work order creation date.
Brand — filter among work orders by the “Brand” system field. You can edit or add new items to this list at the Settings > Directories > Assets page.
Model — filter among work orders by Asset model. You can edit or add new items to this list at the Settings > Directories > Assets page.
Client — display all work orders by the client. Another way to review all work orders for a specific client is to go to the Documents tab in the client profile.
Important: the Asset Group, Brand, Model, and Client fields are also accessible in the search window mode. Type 3 or more characters to activate the search function.
Manager — show all the work orders assigned to an employee specified as a work order Manager in the General info tab.
Specialist — show all the work orders assigned to an employee specified as a work order Assigned Specialist in the General info tab.
Select one or multiple parameters and click the Apply button to activate the filer. To disable all the filters, click on the X Reset Settings button.
Create a new filter
Using the nine filter parameters enabled in the system, you can create over 100 various combinations. Save any combination for easy access in the future. Select a combination and follow these steps:
1. Click on the Create Filter button.
2. Specify the filter name.
3. Check the Global filter checkbox to enable shared access to the filter (the system will display it to all other employees) or leave it unchecked to keep it private.
4. Click the Save button.
You can switch on and off your saved filters whether the panel is opened or closed.
Users who work with several filters that differ only in a couple of parameters will benefit from the following procedure. Create the first filter, activate it, and click the Create Filter button. The system creates a twin filter where you can edit the parameters as you need and click the Save button.
Edit a filter
Follow these steps to edit a filter:
1. Click the Filter button to open the filter edit field.
2. Click on the name of the saved filter you want to edit.
3. Adjust the filter’s parameters.
4. Click the Save filter button.
Important: you cannot edit the name or location of the filter. Be careful when you creating new filters😉