Filter the Work

The work that populates in Workload can be filtered by activity type, date range, saved queries, status, task types, and inspectors.

  1. At the top of each page, click the filter icon.

The Filter panel opens.

  1. Click the Activity Type drop-down list to filter by activity type.
  1. In the From field, type the date you want the range to start at, or click the calendar icon to select the date from the calendar.
  2. In the To field, type the date you want the range to end at, or click the calendar icon to select the date from the calendar.

NOTE: If the date range entered is greater than or equal to ten days, a warning panel opens saying Limit Exceeded. We recommend reducing the number of days and/or the number of inspectors in the filter to lessen the time it takes to load the search.

  1. Click Criteria to filter your search by status, task types, and inspectors.

  1. Select a Status from the drop-down list.
  2. Select a Task Type from the drop-down list.
  3. Select an Inspector from the drop-down list.
  4. Click Saved Query to filter your search by a saved query or inspectors.

  1. Select a Saved Query from the drop-down list.

NOTE: A date range is required when doing a saved query search. It limits the query results a saved query normally returns.

  1. Select an Inspector from the drop-down list.
  2. Click Search.

The work populates based on the selected filters.

NOTE: The Case Number, Work Order ID, and Inspection ID are links that open the work activity in Respond if the user has access to Respond.

  1. In the From field, type the date you want the range to start at, or click the calendar icon to select the date from the calendar.
  2. In the To field, type the date you want the range to end at, or click the calendar icon to select the date from the calendar.
  1. Click Criteria to filter your search by status, and employees or crews.

  1. Select a Status from the drop-down list.
  2. Click Saved Query to filter your search by a saved query.

  1. Click Employees to select from the Submit to Employees drop-down list.
  2. Click Crews to select from the Crews drop-down list.

NOTE: A date range is required when doing a saved query search. It limits the query results a saved query normally returns.

  1. Click Search.

The work populates based on the selected filters.

NOTE: The Case Number, Work Order ID, and Inspection ID are links that open the work activity in Respond if the user has access to Respond.

  1. In the From field, type the date you want the range to start at, or click the calendar icon to select the date from the calendar.
  2. In the To field, type the date you want the range to end at, or click the calendar icon to select the date from the calendar.
  1. Click Criteria to filter your search by status and employees.

  1. Select a Status from the drop-down list.
  2. Select an employee from the Submit to Employees drop-down list.
  3. Click Saved Query to filter your search by a saved query.

  1. Select a Saved Query from the drop-down list.

NOTE: A date range is required when doing a saved query search. It limits the query results a saved query normally returns.

  1. Select an employee from the Submit to Employees drop-down list.
  2. Click Search.

The work populates based on the selected filters.

NOTE: The Case Number, Work Order ID, and Inspection ID are links that open the work activity in Respond if the user has access to Respond.