Setting up search filters in the job list

The job list is the central screen for overview of maintenance tasks (jobs).

The job list shows all jobs with a due date.
Historical data is not shown in the job list.

Filters in the job list can come in hand as multiple jobs are created. An example could be to only view the jobs belonging to your maintenance team which are due within the next month.

Setting up a search filter

To set up a search filter, click on “FILTERS”.

A drop down list with different columns will show, which will apply a filter when checked.
In this example, the column “Next Date” is checked and set to within the next 1 month as seen below.

The filter will activate when clicking “APPLY”. When applying the filter, only jobs that are overdue or due within the next month is shown on the job list.

This filter can be combined with another filter.

In the previous example, the jobs are listed according to the team that you are part of. These data are registered under Resources.

When choosing “Resources” the resource list created in the system will show. Resources can be individuals or teams.
The filter is activated by clicking on the “APPLY” button.

Jobs belonging to the electrician team within the next month will now be shown in the job list.

Save search filter

If you have set up a filter that you would like to activate easily, save the search filter by clicking the three dots in the side menu and click on “Save job list as”.

A new screen will show. Type a name for the job list and click on the “SAVE” button.

The search filter will be shown in the top of the job list when saved. It is now easy to go back and forth in between filters by creating multiple search filters.

Share with others

You can create search filters for others as an administrator.

This means that the daily user does not need to be taught how to create search filters. The administrator can make sure that the jobs concerning a specific daily user will be shown on the job list when opening INEXTIA.

Search filters can be created for other users by sharing a filter.

The filter can be shared from the same screen as when saving it.

Click on the list search symbol to find the users with whom you would like to share the filter with.

Select the users by checking the box on the left and click the “SELECT” button. Last step is to click the “SAVE” button to share the filter.

Show in app

Besides being able to share the search filters, the administrator can as well decide which users should be able to access these search filters in the INEXTIA app.

The app is built for smaller screens like smartphones or tablets. Therefore, it is important that the job lists, shown in the app, is well-arranged.
By differentiating what to be shown in the web based INEXTIA on PC and what to be shown in the app for mobile devices, the users can get both the grant overview and simultaneously view the most necessary jobs in the app.

To share the search filter in the app, tick the box “Available in Job App”, as seen earlier in the “Shared with others” section.

In the example above, the administrator who created the search filter has decided that that job list should not be shown in his or her app. Simultaneously, the user Michael Leyton will not have access to the job list in his app either.