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. |
o | Show - When selected, the Work Orders associated with that instance will be displayed. |
o | Name - Name of the Process Instance |
o | Total Items - Total Items in that Process Instance |
• | Other Columns (available through Column Chooser) |
o | WBS Path - Project Long Path |
o | WBS Name - Project Long Name |
o | Project Path - Project Path |
o | Completed Items - Number of Items that have been completed in the Instance |
o | Items - 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 |
o | Check Box - When selected, the Work Orders are filtered by the selected Stage. |
• | Tags - Tags are populated from the Tags associated with the selected Process Template |
o | Check Box - When selected, the Work Orders are filtered by the selected Tag. |
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