Create New Maintenance Filter

New maintenance filters can be created and saved for future use on the Maintenance Filter page. 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.

Maintenance Filter Creation Controls

• Filter Name – The Filter Name field is used to designate a name for the filter. Once saved, the filter will be included in the Load Saved Filters dropdown. 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 : .
  Note: AssetWise Inspections CE now allows user-defined fields (created in the Site Configuration tools) to be used as filter criteria. This can be controlled by toggling the 'Available on' filters options under the advanced settings tab of the report field in Manage Asset and Report Settings.
• 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.

  Section	Description
  =	Returns items that exactly match the text field. This can be used for words, numbers, and dates. This is not case-sensitive.
  <	Returns items that are less than the specified value in the text field. This can be used for numbers and dates only.
  >	Returns items that are greater than the specified value in the text field. This can be used for numbers and dates only.
  <=	Returns items that are less than or match exactly to the specified value in the text field. This can be used for numbers and dates only.
  >=	Returns items that are greater than or match exactly to the specified value in the text field. This can be used for numbers and dates only.
  In the Past	Returns items that exist within a specified time in the past. This is used for dates only.
  In the Next	Returns items that exist within a specified time in the future. This is used for dates only.
  Not Equal To	Returns items that are not equal to the specified value. This can be used for numbers and dates only.
  Contains	Returns items that contain the specified value. This can be used for words and numbers.
  Does Not Contain	Returns items that do not contain the specified value. This can be used for words and numbers

  • 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 the Maintenance Filter – When a new filter is created and saved, it is also run. To view an existing saved filter, click the Load Saved Filter button and highlight the desired filter from the list. Select the Load Filter button to run the filter.
  
  • 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 maintenance items in the filter grid can be shown on a map, edited, or action can be taken against the item using the , , and icons.
  • The map marker icon will show the asset for which the maintenance item is created for on the map. The pencil icon allows the user to enter and edit the open maintenance item.
  • The wrench icon displays a menu with actions that can be taken toward the open maintenance item.
  • Change Workflow Stage allows the user to move the maintenance item to the next workflow stage.
  • Assign to Other User allows the maintenance item to be assigned to a specific user.
  • Assign to Me allows the maintenance item to be assigned to the user logged in.
  • History displays any comments that have been entered either when assigning a user or moving through workflow stages.
  • View PDF displays the maintenance item output PDF sections to generate a PDF version of the maintenance item.
  • Email Subscriptions displays all the maintenance 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.
  • View Sent Emails displays a grid listing assigned and subscribed emails sent regarding the maintenance type email alert.
  • Delete removes the maintenance item from AssetWise Inspections.
• 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.
• Create a New Maintenance Item – The Maintenance Filter page also allows the user to create new maintenance items for an asset without leaving the page.
  • To begin, click the Create New Maintenance dropdown button next to the Load Saved Filter button to reveal all of the available maintenance types. Select the desired maintenance type to open the following popup:
    
  • Use the Asset Tree to select an asset to which to add the maintenance item. Clicking on the asset will take the user to the maintenance item form.
  • The process of completing the maintenance item form is described on the Manage Maintenance by Asset page's manual section.