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Filter Management

Purpose

Use Filter Management to define and maintain custom filters for work orders and resources.

Before you begin

Confirm that you have Administrator or Filter Management Configuration permission if you need to manage custom filters for all users.

Procedure

Adding a new filter and deleting a filter in Filter Management


To configure filters:

  1. Open the user profile menu.

  2. Select Filter Management.

Filter Management.png

  1. Choose the filter type to manage: Work Orders, Available Resources, or Assignable Resources.

  2. Add, edit, or delete filters based on field requirements.

  3. Save changes when configuration updates are complete.

NOTE: Users with Administrator or Filter Management Configuration permission can manage custom filters for all users. Filter fields are based on available work order and resource data fields.