Search and Filter Records

Search and filter work orders, issues, operations, functional locations, and equipment by specific criteria.

Use search when you know part of a record name, number, or description. Use filters when you need to narrow a larger list by status, priority, assignment, work center, functional location, or another available criterion.

The list displays the matching records. Open the required record and continue with issue assessment, planning, execution, or monitoring.

Search Records

Search functionality helps you find specific information quickly.

To search records:

  1. Navigate to the Work Orders, Operations, or Issues screen.
  2. Enter the keyword in the Search bar.
Figure 1. Search Records


The search results are displayed.

The list displays only records matching the selected search, filter, and sort criteria.

Filter Records

Filter functionality helps you refine and display specific data based on selected criteria such as status, priority, or assigned personnel.

To filter records:

  1. Navigate to the Work Orders, Issues, or Alerts screen.
  2. Tap Filters below the search bar.
  3. In the Filters screen,
    1. In the Sort By section, choose Latest on Top or Oldest on Top radio button.
    2. In the Status section, select the checkboxes for relevant statuses, such as:
      • Open
      • Not Started
      • On-Hold
      • Partial Confirm
      • In Progress
      • Completed
    3. In the Priority section, select the desired levels:
      • Very High
      • High
      • Medium
      • Low
    4. In the More Filters section,
      • Tap on options such as Work Center, Functional Location, or Assigned to and select specific criteria.
  4. Tap Apply Filters to update the records list with your selected filters.
  5. (Optional) To save the selected filters for future use, tap Save Selection before exiting.
  6. (Optional) To clear all selected filters, tap Reset.
Figure 2. Filter Records


Note:
Tap Cancel to discard changes and return to the previous screen without applying any filters.

The list displays records matching the selected filters.