Filter Criteria

Filter criteria and saved searches determine which service requests, work orders, inspections, and PLL tasks appear in a user's mobile inbox. If no saved searches have been added to the mobile inbox, then the following filter criteria will determine which records appear in the inbox:

Service Request

• Dispatch To field is assigned to the user
• Status field is not set to Closed
• The service request is not cancelled
• Investigation Date is not set

Work Order

• Scenario One
• Submit To field is assigned to the user
• Status field is not set to Closed
• Work order is not cancelled
• Actual Finish date is not set
• Scenario Two
• Status field is not set to Closed
• Work order is not cancelled
• Task is assigned to the user
• Task Status is Current
• Task Actual Finish date is not set

NOTE: When a task becomes current, the Submit To field automatically changes to the user Assigned To the current task.

Inspection

• Submit To field is assigned to the user
• Status field is not set to Closed
• The inspection is not cancelled
• Insp. Date is not set

PLL Task

• Scenario One
• Task Type is an inspection
• Assigned To field is assigned to the user
• The task is available
• The task hasn't been completed
• Scenario Two
• Violation Type is selected.

NOTE: If a record does not appear in the inbox, confirm that the filter criteria have been met and check the general template, template security, and group permissions. Or check to see if any saved searches have been configured for the mobile inbox that prevent a work activity from appearing in the mobile inbox.

IMPORTANT: Once a task has been given any kind of result, it does not display in the inbox. For example, adding a "No" result to the "Close Task" field removes the task from the inbox even though it suggests the task is not closed.