Inventory & Maintenance Filters

NEW FEATURE

Overview

Filters help you quickly locate specific checks and work orders across your department's equipment and apparatus. Use filters to focus on immediate priorities like overdue checks, equipment issues, or specific station assignments.

Important: Filters replace the previous Advanced Search functionality.

Filter Types

The filtering system provides three main approaches:

Quick Filters: Use built-in Check Type and Display filters for common searches like daily checks or apparatus-only views.

Custom Filters ('Filters'): Create specific filter combinations for one-time searches using multiple criteria like station, status, and check frequency.

Saved Filters: Save frequently used filter combinations for instant access. Set your most common filter as the default to load automatically when opening the page.

When to Use Filters

• Daily Operations - Find today's required checks by station or apparatus

• Issue Tracking - Locate equipment with problems or overdue maintenance

• Compliance Management - Filter by check frequency to ensure annual or quarterly requirements are met

• Resource Planning - View checks by station group or apparatus type for shift assignments

Filters vary across different module pages to match the specific data and workflow needs of each section. See the filter key below for complete filter options available on each page type.

Applying Custom Filters

To search and filter checks and work orders, follow the next steps:

1. On the desired page, click Filters at the top.

   

2. Define filters according to the key below.

   

3. When done, click Search.

Creating Saved Filters

You can save frequently used filter and search queries for quick access by following these steps:

1. Define your filter and search queries using the key below.

2. Give the new filter a name.

   1. Click New Filter at the top of the Filters window.

      

   2. Name the filter, and then click .

      

3. (Optional) To set it as the default filter, check the Default box. Default filters will load automatically when you open the page.

   

4. When done, click Save.

You can activate Saved Filters from the module pages, using the Saved Filters list to the right of the Filters button.

Alternatively, you can access saved filters directly from the Filters window.

Inventory & Maintenance Filter Key

Inventory and Maintenance Filters

The Inventory and Maintenance filters let you refine records according to check types, unit status, station locations, and organizational groups to track resources across your department.

Item Checks and My Items Filters

The Item Check filters let you refine records through parameters such as check frequencies, inspection status, equipment classifications, item assignments, and service conditions to track departmental inventory and compliance requirements.

Work Order Filters

General

The Work Order filters let you refine maintenance records through key parameters including internal status, work type, order numbers, and labor categories to track service requests across your department.

Work Order Details

The Work Order filters let you refine records using key parameters, including completion status, location assignments, invoice details, staff assignments, and customizable date ranges, to manage work orders effectively.

Issue Details

The Issue Details filters let you refine records through parameters such as issue types, affected parts, object categories, and component descriptions.