Create New Filter

New filters can be created and saved for future use. To begin, click the Manage dropdown and select Create New Filter.

Once a filter is created, the Manage dropdown can also be used to edit or delete the filter.

Filter Name

The Filter Name field is used to designate a name for the filter. Once saved, the filter will be included in the Saved Filters list. It is helpful to choose a name that gives an indication of the filter’s criteria and display fields.

Filter Criteria

The filter criteria determine exactly what the filter will search for and return. Multiple criteria can be added to one filter.

To add a new criterion to the filter, click :

Adding a Criterion

The information necessary to add a criterion is dependent upon the selection. Typically, there will be a dropdown selection or a combination of a dropdown selection and a text field. Much of the criteria will require a determination of how the filter will search for them. The following table provides a description of the parameters and how they operate within the context of the filter.

Once the criterion is complete, click Save at the bottom of the screen to add the criterion to the filter, or click Clear the to cancel and go back.

To delete or edit a criterion from the filter, select the desired criterion from the list to reopen the criterion’s information:

Select the icon to delete the criterion from the filter, or make the desired changes and click Save at the bottom of the screen.

Display Columns

The display columns are the column headers for the filtered list, therefore determining what aspects of the filtered items will be displayed in the list.

To add a display column to the filter, select the desired column from the All Display Columns listbox. To remove a display column from the filter, select the desired display column again from the All Display Columns listbox.

To change the order in which the display columns will appear in the filtered list, select the desired display column from the Selected Columns listbox and drag and drop to change the order. The display column at the top of the Selected Columns listbox will be the left-most column in the filtered list.

Sort Columns

AssetWise Inspections CE now allows users to establish default sorting options for filters. Filters can still be sorted when viewed, but the Sort By listbox is used to establish the default sorting the filter will have upon opening.

To add a sort column, find the desired column from the Selected Columns listbox and select the Sort Columns checkbox. To remove a sort column, find the desired column from the Selected Columns listbox and deselect the Sort Columns checkbox.

When a column is selected in the Sort By listbox, use the and symbols to determine whether it will sort in ascending or descending order. For dates, "A-Z" begins with the oldest date, "Z-A" begins with the newest date.

Save/Cancel/Exit

When the desired selections have been made, click the Save button to save the filter. To clear the new filter creation, click the Clear button.

To exit, click the X to close the window.

Viewing a Filter

When a new filter is created and saved, it is also run. To view an existing saved filter, click the Load Filter button and highlight the desired filter from the list.

To sort by a specific column, click on that column's header link. The page will then refresh and an arrow will appear next to the header to display whether it is sorted in ascending or descending order.

The reports in the filter grid can be shown on a map, edited, or action can be taken against the report using the , , and icons.

The map marker icon will show the asset on the map.

The pencil icon allows the user to enter and edit the open inspection report.

A paper icon allows the user to view a read only version of the inspection report.

The wrench icon displays a menu with actions that can be taken toward the open inspection report.

Email Subscriptions displays all the report type email alerts that are marked as subscribable. Users can opt to subscribe to any alert listed by selecting the Subscribe button in the window. If a user is already subscribed to an alert, they can opt to unsubscribe by selecting the Unsubscribe button in the window.

Sent Emails displays a grid listing assigned and subscribed emails sent regarding the report type email alert. View Report PDF displays the inspection report output PDF sections to generate a PDF version of the report. Email Report PDF sends the inspection report PDF to a desired email address.

Change Workflow Stage allows the user to move the inspection report to the next workflow stage.

Resend Report to BrM syncs the open inspection report to BrM.

View BrM Data Comparison displays a grid that lists the values for all Fields , Segments , Structure Units (BrM), User Structure Units (BrM), Elements (AssetWise Inspections and BrM), Staged Values, and Report Keys, and compares the data between both applications.

Delete Server Report deletes the inspection report from AssetWise Inspections.

View Change Report displays an audit history of the inspection report comparing asset values and report values.

The Inspection Schedule page filters will have an additional column in the list that indicates the inspection schedule status with colored dots:

Export Results to Excel

Filter results in the grid can be exported to excel to view in a spreadsheet format. Click the Manage dropdown and select Export Results to Excel.

Private/Public Filters

When a user creates a filter, that filter is considered private and is only visible by that user. However, users do have the ability to make their filters public and choose which other users can utilize them.

Once a filter has been saved, the Manage dropdown will have an option to "Save As Public Filter."

Clicking the Save As Public Filter link will make the filter public and take the user to the Manage Filter Permissions

page where they can determine which roles and/or profiles within the system can access the filter.

For more information on determining filter permissions, read the Manage Filter Permissions section of the user manual.