Whenever you have to deal with large-volume data, it makes sense to bring structure to it using various criteria. RemOnline offers filters for you to achieve this.
To set a new filter on the Workflows page, click on the Filter button.
Please note that the Filter works for work orders and estimates simultaneously.
Set the filter parameters in a newly opened field. There are 12 parameters you can adjust. Let’s consider them in detail.
Status — select either a single or multiple statuses.
Note that statuses with a stroke around the outline are estimated statuses, and statuses with a color fill are work order statuses.
Work Order Type — select either a single or multiple work order types.
Work Order Created — select a specific period of time. Please note that the selected period includes the work order creation date.
Group — filter among work orders by “Group” system field from the Asset form. You can edit or add new items to this list at the Settings > Directories > Assets page.
Brand — filter among work orders by the “Brand” system field. You can filter by Brand only if a Group is selected. 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 type ー with this filter, you can display work orders by client type: All, Person, Organization. This contact type is selected when it is created and can be changed in the contact card if necessary.
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.
Payer - allows you to display all work orders of a particular payer.
Invoice status - allows you to display the work order in the table by the status of the invoices created in the work order.
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 Share filter with all employees 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😉
How to add emojis to Filter names?
The use of filters greatly simplifies the workflow with orders. But when there are a lot of them and they occupy more than 3 lines, it is very easy to lose sight of the one you need. So you can add emojis to the filter name to spot them easily and reduce the number of filter lines.
If you are using Google Chrome, Safari, or Opera, you need to do the following:
Select filter options
Click on the “Create filter” button
In the “Filter Name” field, right-click and select Emoji
If you couldn’t find a suitable emoji or are using the Mozilla Firefox / Edge browser, you can use the emojipedia site. Just copy and paste the emoji you want 😊
