Setting up search filters in the job list

The Job List is a central screen for overview of maintenance tasks (jobs) with a due date. Historical data is not shown in the job list.

Filters in the job list can come in hand as multiple jobs are created. An example could be to only view the jobs belonging to your maintenance team which are due within the next month.

Setting up a search filter

To set up a search filter, click on “FILTERS”.

A drop down list with different columns will show, which will apply a filter when checked.
In this example, the column “Next Date” is checked and set to within the next 1 month as seen below.

The filter will activate when clicking “APPLY”. When applying the filter, only jobs that are overdue or due within the next month is shown on the job list.

This filter can be combined with another filter.

In the previous example, the jobs are listed according to the team that you are part of. These data are registered under Resources.

When choosing “Resources” the resource list created in the system will show. Resources can be individuals or teams.
The filter is activated by clicking on the “APPLY” button.

Jobs belonging to the electrician team within the next month will now be shown in the job list.

Save search filter

If you have set up a filter that you would like to activate easily, save the search filter by clicking the three dots in the side menu and click on “Save job list as”.

A new screen will show. Type a name for the job list and click on the “SAVE” button.

The search filter will be shown in the top of the job list when saved. It is now easy to go back and forth in between filters by creating multiple search filters.

Share with others

You can create search filters for others as an administrator.

This means that the daily user does not need to be taught how to create search filters. The administrator can make sure that the jobs concerning a specific daily user will be shown on the job list when opening SERTICA.

Search filters can be created for other users by sharing a filter.

The filter can be shared from the same screen as when saving it.

Click on the list search symbol to find the users with whom you would like to share the filter with.

Select the users by checking the box on the left and click the “SELECT” button. Last step is to click the “SAVE” button to share the filter.