Inventory & Maintenance Filters
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:
- On the desired page, click Filters at the top.
- Define filters according to the key below.
- When done, click Search.
Creating Saved Filters
You can save frequently used filter and search queries for quick access by following these steps:
- Define your filter and search queries using the key below.
- Give the new filter a name.
- Click New Filter at the top of the Filters window.
- Name the filter, and then click
.
- (Optional) To set it as the default filter, check the Default box. Default filters will load automatically when you open the page.
- 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.
Filter | Description | Options/Comments |
Check Type | Filter by check type. |
|
Display | Filter by Inventory type. |
|
Unit Status | Filter by apparatus status. |
|
Station | Filter by station. | List of stations |
Station Group | Filter by your department’s preset station groups. | Defined by department administrator |
Apparatus Group | Filter by your department’s preset apparatus groups. |
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.
Filter | Description | Options/Comments |
Check Type | Filter by check type. |
|
Check Status | Filter by check status. |
|
Station Group | Filter by your department’s preset station groups. | Defined by department administrator |
Apparatus Group | Filter by your department’s preset apparatus groups. | Defined by department administrator |
Item Description | Search according to item description. | n/a |
Item Type | Filter by item type. | List of item types as defined by your department |
Item | Filter by item. | Defined by department administrator |
Item Sub Type | filter by item sub-type category. | Defined by department administrator |
Serial no. | Search for department items according to their serial number. | n/a |
Unit/Warehouse Designated | Filter according to designated apparatus or warehouse. | List of apparatuses and warehouses |
Station Designated | Filter according to designated station. | List of stations |
Designated to Staff | Filter according to designated staff member | List of staff members |
Master Item Type | Filter according to master item types. | List of master item types. |
Out Of Service | Filter items according to service status |
|
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.
Filter | Description | Options/Comments |
Internal Status | Filter according to the internal status of the work order. | List defined by department administrator |
Type of Work | Filter by type of work | List defined by department administrator |
Order # | Search according to order number. | n/a |
Labor type | Filter by labor type. | List defined by department administrator |
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.
Filter | Description | Options/Comments |
Completed | Filter according to work-order status. |
|
Station | Filter by station. | List of stations |
Station Group | Filter by station group. | Defined by department administrator |
Apparatus Group | Filter by apparatus group. | Defined by department administrator |
Invoice\PO | Search for work order according to invoice or PO number | n/a |
Assigned Staff | Filter according to an assigned staff member | List of staff members |
Notes | Search according to work order notes | n/a |
On Hold | Display On Hold work orders | n/a |
Start Date | Filter by a range of work order start dates |
|
Issue Details
The Issue Details filters let you refine records through parameters such as issue types, affected parts, object categories, and component descriptions.
Filter | Description | Options/Comments |
Issue Description | Search according to issue descriptions | n/a |
Type of Issue | Filter by issue type | List defined by department administrator |
Part Type | Filter by part type | List defined by department administrator |
Object Type | Filter by the issue’s object type |
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