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The Filters panel is located within the viewing pane, along the left side of the screen.  The Filters panel includes Filter Control buttons across the top of the panel and a variety of filtering options listed below the Filter Controls.

Filter Controls

The Filter Controls, located across the top of the Filters panel, are used to apply selected filters, reset filter options or clear all filter selections. The available Filter Controls and their position are consistent across all views.

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Note

Please keep in mind that, although these are common IMMS filters, some filters may not be available based on Instance configuration and/or User Permissions.


FiltersUses
Assigned ToRecords can be filtered to show only entities that are assigned to a specific User.
Category

Two types of Category filters: 

  1. Records can be filtered to show only entities grouped by specific Case Categories (e.g., Preventative Maintenance, Corrective Maintenance, Work Package, etc.)
  2. Records can also be filtered by the System Element Device Class (e.g., Device, Component, Link, etc.)
Contract

Records can be filtered by Contract, allowing a User to display only the records (e.g., Cases, Locations, etc.) for a Contract(s) that he/she is associated and has permissions to access.

Location

Records can be filtered by their association with a Location (e.g., building, state, region, etc.)

Priority

Records can be filtered by the Priority or urgency assigned to them.

Status

Records can be filtered by their current Status.

System

 The System filter is used to identify records whose scope includes at least one System Element belonging to the selected System(s).

System Element

The System Element filter identifies records whose scope matches a specific type of System Element.

Tip

Clicking on the plus icon ("+") next to the System Element filter will open the Select System Element Type(s) window, which lists the different System Element Types available for selection.


View-Specific Filters