Filtering Between PMs

This article describes how to filter and view different PM Jobs by their status, schedule type, type, asset, and more. If you cannot find a PM job, it is likely due to the filters you may have on.

Filtering Between PMs

There are many different filters to use when viewing PM jobs.  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 (or Availability)

1.  First, from the left sidebar click Maintenance, then Preventive Maintenance, then Search.
2. At the top left corner select the 3 grey lines.
3. You should now be able to filter by status of the PM (active or inactive).
4. Select the one you would like to filter by.

Filtering By Form Fields (or other PM Details)

1. From the left sidebar click Maintenance, then Preventive Maintenance, and 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. The options for these filters include:
   • Master Job ID
   • Description
   • Schedule Type
   • Type
   • Asset Charged To's ID and Name
   • Assignment (by clicking Action at the top right and then Filter By Assigned
4. Select Apply at the top right of that menu.

Clearing a Filter

1. Click Clear to clear all filters, or manually select the x next to each filter you would like to delete.