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            Create a Work Order, Scheduled Maintenance, Asset, or Parts & Supplies Custom Filter


            Overview

            Custom filters are useful when records are too lengthy, and complicated to inspect by eye alone. In order to create a custom filter, it is important to understand the difference between the And/Or operator. The "And" operator indicates that  all  specified conditions  must  be met.  The “Or” operator indicates that  any * specified conditions * can  be met.  To summarize, “And” is exclusive and the “Or” is inclusive. 

            Note:-  Both the “And” and the “Or” operator cannot be used in the same custom filter

            Work Order Custom Filter

            1a. To create a Work Order Custom Filter select,  Maintenance, Work Orders,  and  New.   Skip to step 2.

              Scheduled Maintenance Custom Filter

            1b. To create a scheduled maintenance custom filter select,  Maintenance, Scheduled Maintenance, New.  Skip to step 2.

              Asset Custom Filter

            1c. To create an asset custom filter select,  Assets, New.  Skip to step 2.

              Parts and Supplies Custom Filter

            1d. To create a parts and supplies custom filter select,  Supplies, New . Skip to step 2.

              2. The next steps are the same for each module. Select the variables from the dropdown menus and select the And/Or operator if necessary. When the filter is finished, check-off   Save this filter, with the following name,   enter a name, and click  OK:

             

             

            3.  Select the custom filter from the dropdown menu to use it

            Updated: 10 Apr 2017 03:32 AM
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