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The purpose of this page is to present list of typical filters available in the All Cases View.  

Note

Available filters will vary by View, Instance configuration and User Permissions.

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Filter

Uses

Item #

This filter allows you to search directly via the Case Number. Type in the whole number or part to view your results.  

Contract

Use this filter to view Cases associated with specific contracts.

My Work

Use this filter to view Cases only assigned to you or assigned by you.

Category

Results can be filtered to show only entities grouped by specific Case Categories such as Preventative Maintenance, Corrective Maintenance, Work Package, etc.  

Priority

Use this filter to view Cases marked with a specific level of urgency.

Status

Use this filter to view Cases whose status matches any of the selected status(es).

Job Number

Use this filter to view Cases with a specific job number.

Company

Use this filter to view Cases associated with one or multiple companies. This field requires knowledge of the name the company in order to search for it.

Division

Use this filter to view Cases that belong to certain divisions. This field requires knowledge of the division number in order to search for it.

Business Unit

Use this filter to view Cases that belong to certain Business Units. This field requires knowledge of the Business Unit number in order to search for it.

Dispatch (WT) Status & Schedule Date

 Use this filter to view Cases that fall in a specific scheduling date range.

  1. This can be used when wanting to view pending work tickets within in a Case that:
    1. have yet to be scheduled
    2. are overdue
    3. are scheduled within a specific range of dates
  2. This can also be used when wanting to view completed work tickets within a Case that:
    1. were scheduled in a specific date range.

System

Use this filter to view the Cases whose scope includes at least one system element that belongs to a particular system.

System Element

Use this filter to view the Cases whose scope matches a specific type of system element.

System Element Type

Use this filter to view the Cases whose scope falls under a system element type. This will allow you to see all Cases that hold one of the statuses and transitions allowed for that specific type.

Location

Use this filter to view Cases associated with one or multiple locations.

Contractor

Use this filter to view Cases associated with specific Contractors.

Customer

Use this filter to view Cases associated with specific Customers.

Issue

Use this filter to view Cases defined by a specific type of Issue such as Consulting, Load Loss, Site Visit, etc.

First ResponseAcknowledge Time

  1. Use this filter to view Cases associated with the following first responsesaccording to current performance for Handling Metric, Acknowledge Time:
    1. On Time
    2. At Risk
    3. Past Due (Late)
    4. No Threshold
    5. Not Started


Second Initial Response with ETATime
  1. Use this filter to view Cases associated with the following second responses with ETAaccording to current performance for Handling Metric, Initial Response Time:
    1. On Time
    2. At Risk
    3. Past Due (Late)
    4. No Threshold
    5. Not Started

On-Site Time

  1. Use this filter to view Cases associated with the following according to current performance for Handling Metric, On-Site response timesTime:
    1. On Time
    2. At Risk
    3. Past Due (Late)
    4. No Threshold
    5. Not Started

Resolution Time

  1. Use this filter to view Cases associated with the following resolution timesaccording to current performance for Handling Metric, Resolution Time:
    1. On Time
    2. At Risk
    3. Past Due (Late)
    4. No Threshold
    5. Not Started

Problem Cause

Use this filter to view Cases associated with one or more problems such as battery failure, false alarm, etc.


Resolution

Use this filter to view Cases that have been resolved with select Resolutions such as "Adjusted", "Installed", "No Problem Found", etc.

Assigned To

Use this filter to view Cases that are assigned to a specific User or multiple Users.

Created

Use this filter to view Cases created on a general or more specific time frame.

Last Updated

Use this filter to view Cases that have been updated according to your specific time frame.

Due Date

Use this filter to refine Cases by their specific due dates.

Date Closed

Use this filter to view Cases that have been closed within a specific time frame.  

Expected Release Date

Release date is related to task status changes, usually On Hold or "Suspended" statuses. . Use this filter to view Cases whose statuses have expected release date in the date range you specify.

Activities

Use this filter to view Cases with activities that have been created within a specific date range or a relative date range.

SE Criticality

Use this filter to view Cases associated with specific criticality levels such as Info, Low, Medium, High, or Critical.

Priority Name

Use this filter to search through Cases with a specific priority name associated with them. This can be beneficial if custom priority names were created for certain Cases.

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