Filtering and Viewing Work Orders and Requests

This article describes how to filter and view different work orders and requests by their status, type, date, asset, and more. If you cannot find a work order or request, it is likely due to the filters you may have on. (See Clearing a Filter shown below)

For more help with work orders and requests in general, see About Work Orders or About Work Requests.

Filtering Between Work Orders and Requests

There are different filters you can use when viewing work orders or requests. Below is a photo highlighting the main icons you will use to filter between assets: the status change icon (3 grey lines), the search icon, and the funnel icon:

Let's cover how to filter by status first.

Filtering By Status

1.  First, from the left sidebar click Maintenance, then Work Orders, then Search.
2. At the top left corner select the three grey lines.
3. You should now be able to filter by status of the work order or request. The options include:
   • All
   • Scheduled Work Orders
   • Assigned to Me
   • Select Assigned Users (filtering by work orders assigned to a different user)
   • Work Requests
   • Overdue PMs
   • Open/Unassigned Work Orders
   • Open Work Orders
   • Completed Work Orders
   • Canceled or Denied Work Orders
4. Select the one you would like to filter by. In some cases you may be prompted to enter a date range by which you would like to filter again by. 

Filtering By Form Fields (or other Work Order Details)

1. From the left sidebar click Maintenance, then Work Orders, then Search.
   
2. Click the funnel button at the top left in between "Search" and "Clear"
3. A menu should appear at the right with different form fields to filter by. Enter what you would like. For more help understanding what each form field means, scroll down to the chart at the bottom of this article.
4. Select Apply at the top right of that menu.

Clearing a Filter

1. Click Maintenance, then Work Orders, then Search.
   
2. Click Clear to clear all filters, or manually select the x next to each filter you would like to delete.

Viewing Work Orders and Requests

SOMAX provides different layouts to view work orders and requests: Table View and Card View. It is up to personal preference to decide which to use, as they both provide the same information of the work orders/requests.

Switching Between the Two

1. From the left sidebar, select Maintenance, then Work Orders, then Search. Ensure that you have applied the filters you would like.
2. Select Layout at the top right to switch between the two. 

Table View:

Card View:

Editing Which Form Fields are Displayed (Table View Only)

While SOMAX gives the option to display many form fields of a work order or request at a glance, it is ultimately your decision on which ones you would like to view. Please note that this option is only available for table view.

1. In the very top right, select the Settings/Wheel icon to choose which form field/column you see. A split view should appear.
2. On the left of the split view is every field possible to display. Check or uncheck whichever ones you would like to add/remove. 
3. On the right of the split view is the option to order your fields. In order to do so, select the fields you would like to move and select Move Up or Move Down until all fields are in the desired order. Moving up will move the column to the left, and vice versa.
4. Select Save at the bottom.

Work Order Form Fields