Manage schedules with work order filters

To distinguish between different types of tasks, prioritize work orders (WOs) during scheduling. Ensure scheduling aligns with business priorities and that the right work is executed at the right time. For example, facility maintenance might be prioritized over customer-specific requests. 

Search for filters

To find an existing filter in the table:

1. Navigate to Configuration > Scheduling Optimization > WO Filters.

2. On the right, click the Filters button.

3. In the search panel, you can enter:

   • Code

   • Description

4. To see a certain type of WOs only, select one from the Visible dropdown:

   • Visible

   • Invisible 

5. Click Search.

Create new WO filters

To define a new prioritization rule from scratch:

1. Navigate to Configuration > Scheduling Optimization > WO Filters.

2. At the bottom, click the New WO filter button.

3. In the WO filter definition page, enter a description of the filter’s purpose.

4. Optional: In the Code field, add a unique identifier for the filter.

5. In the Clause list filter, add a clause.

   • See Add filter clauses.

6. Enter all relevant clause details.

7. Click Ok.

8. If you want to make the WO active or inactive, check either:

   •  Visible: Make the filter active in the system.

   •  Invisible: Make the filter inactive in the system.

9. Click Save.

Edit filters

To change a filter:

1. In the WO filters list, click the row of the filter.

2. Update:

   • Code

   • Description

3. If you want to make the WO active or inactive, check one:

   •  Visible: Make the filter active in the system.

   •  Invisible: Make the filter inactive in the system.

4. In the Clauses list filter, make changes to the clauses.

   • See Manage filter clauses.

5. Click Save.

Manage filter clauses

Define the specific logic of a filter in a clause. Multiple clauses are managed with AND logic, so WOs must meet all conditions to be included.

Add filter clauses

Important: The available operators change based on the parameter type.

To create a filter with a logic clause:

1. In the WO filter definition window, go to the Clauses list filter section.

2. Either click:

   • The Add Clause button.

   • The Three dots menu > Add clause.

3. In the Clause filter window, select a WO filter parameter.

4. Optional: In the Expression section, select an operator:

   • Examples include =, <>, IN, BETWEEN, and NOT IN. 

   • Note: The available operators change based on the parameter type.

5. Optional: Enter values such as:

   • Value

   • Value type

   • Function

6. Optional: To set logic like "Within 5 days":

   • Enable Compare on the difference.

   • Define:

     • Unit of measurement.

     • Value.

7. Optional: to include multiple operators in the expression, click Add value.

   • Operators can include IN or NOT IN.

8. Click Ok.

Delete clauses

To remove logic lines or specific values:

1. In the Clauses list filter table, find the specific clause.

2. On the left, click the Three dots menu > Delete.