Work Orders Filters (Left Pane)

Top  Previous  Next

Overview

The Work Order Filters Pane contains important information to locate Work Orders that have been created.

Note - You will only be able to see Process Templates that the logged in user has Permissions to.

 


 

Field Descriptions

 

Top Filters

Process Types - The drop-down will display only Process Templates that the logged in user has access to.  Additionally, you will see an option for Unattached Work Orders that displays all Work Orders that are not associated with a Process Template.
Project WBS Filter - When a Project Path is selected, the list of Processes will filter down to those processes associated with the WBS. Note: You have to go down to the lowest level of the WBS when using the filter.

 

[Process Type] Tab

Check All - When selected, the list of instances will be filtered to all Instances of that Process.
Include Closed Processes - When selected, All closed Instances of the selected Process will be displayed.
Default Columns
oShow - When selected, the Work Orders associated with that instance will be displayed.
oName - Name of the Process Instance
oTotal Items - Total Items in that Process Instance
Other Columns (available through Column Chooser)
oWBS Path - Project Long Path
oWBS Name - Project Long Name
oProject Path - Project Path
oProject - Project Name
oCompleted Items - Number of Items that have been completed in the Instance
oItems - Total Number of Items that have been completed in the Instance

 

Filters Tab

Stages - Stages are populated from the stages associated with the selected Process Template
oCheck Box - When selected, the Work Orders are filtered by the selected Stage.
oStage - Stage Name
Tags - Tags are populated from the Tags associated with the selected Process Template
oCheck Box - When selected, the Work Orders are filtered by the selected Tag.
oTag - Tag Name