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Customize the PMs View

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The list view is where you can see the full list of your PMs, along with the PM details at a glance. Each user can arrange the layout of the screen according to their own preferences and liking.

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The list view is where you can find your PMs:

Search

Search allows you to find any field within the PM list. The example below shows results populated for oil.

  1. In the Search field, enter the search term.
  2. Search results automatically populate.

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Column Search

When you search for PMs, it will display only those PMs for the search criteria. Each column contains the search, and this will let you focus on the PMs you want.

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Filters

When you click the Filter clipboard_e94e4b21fed3012ab762576f2ec808132.png icon, a menu will appear showing you the items you can select.  

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Quick Filters

From the Activate PMs drop-down, select either:

  • Active PMs - displays all PMs created.
  • PMs Ready for Work - displays the PMs ready for work.
  • PMs with Work - displays the number of PMs with work.

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Filters by Groups

Filter by group helps you view PMs by group organization. These filter groups can be:

  • single address
  • floor plan
  • group of assets

These groups have been set up by your admin, see set up a site's location for more information.

  1. Click the Filter by Group button. The filter by group panel displays.

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  1. Select a group to filter by. The PM list is filtered.

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Saved View - Filter a Column Example

When viewing the PM list, you may want to change the PM columns and sort order. The Save View let's you set up the PM listing and then save it for next time.

This is best explained using an example. I want to create a saved list view for PMs that are on the HVAC - CARRIER Maintenance Plan and add the Asset Purchase Date column to the list view. 

Step 1. Reorder Columns 

  1. Drag and drop the Maintenance Plan column to the front of the listDRAGDROP.gif

Step 2. Filter the Column 

  1. Click on the filter clipboard_e5c79ab0f26436f123fb3694841dcbbc0.png icon within the Maintenance Plan column. The list of Maintenance Plans display.
  2. Select HVAC - CARRIER.
  3. Click the OK button. The status column is filtered to display all PMs under the HVAC - CARRIER Maintenance Plan.

Step 3. Add a column from the Column Chooser 

  1. Click the more actions clipboard_ef7dcbebc80a3465515fa19d5e67bf794.png icon. 
  2. Select Column Chooser. The column chooser displays.
  3. Drag and drop the Asset Purchase Date column to the PM Management column headings. The Asset Purchase Date column displays on the PM list.

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Step 4. Save your View 

  1. Click the save clipboard_ece945c0ff2ad2558151d05d4e38b787a.pngicon. The create new view dialog displays.
  2. In the View Name field, enter the name of the saved view.
  3. Select a who can access this view option, either: 
    • Private- Don't share this view with anyone.
    • Everyone - Share this view with everyone.
    • Security Roles - Share this view with specific roles in your organization.
    • Teams - Share this view with specific teams in your organization.
  4. Click the Save View button.

Saved View - Toggle List Grouping Example

When you view the PM list, you may want to group the list view by a column. This let's you see the PM listing in a different way. Let's look at the example where we group by Maintenance Plan.

Step 1. Group by a Column 

  1. Click the more actions clipboard_ef7dcbebc80a3465515fa19d5e67bf794.pngicon .
  2. Select Toggle List Grouping.
  3. Drag and drop a column header to the group by. The PM list is toggled by group.

togglelistWO.gif


Step 2. Save your View 

  1. Click the save clipboard_ece945c0ff2ad2558151d05d4e38b787a.pngicon. The create new view dialog displays.
  2. In the View Name field, enter the name of the saved view.
  3. Select who can access this view options, either: 
    • Private- Don't share this view with anyone.
    • Everyone - Share this view with everyone.
    • Security Roles - Share this view with specific roles in your organization.
    • Teams - Share this view with specific teams in your organization.
  4. Click the Save View button.

Display your Saved View

The next time you want to use the saved view you can display it.

  1. Click the Saved views drop-down. The saved views pop-up displays.

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 From this you can see a list of saved views, and the default view.

  1. Select a saved view.

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Remember, you can share a view that is private to you. Click the share clipboard_e2f57c0ae67143b61babad7a348d3df08.png icon

  1. Click on apply selected. The saved view displays.