Filtering and Searching for Work Orders

With numerous maintenance tasks to manage, quickly finding specific work orders is essential for efficiency.
JP
Written by John Philip
Updated 2 weeks ago

Basementgrid provides powerful filtering and searching capabilities to help you pinpoint exactly what you're looking for, whether you're an Administrator, Collaborator, or even a Requester checking on your submitted issue.

The Work Orders section of Basementgrid is designed to give you a comprehensive overview of all maintenance activities. As your list of work orders grows, leveraging the search and filter functions will save you valuable time.

How to Search for a Work Order:

  1. Locate the Search Bar: At the top of the WOs page (2nd on the bottom tab), you'll find a "Search" bar.

  2. Enter Your Query: Type in keywords related to the work order you're trying to find. This could be:

    • Work Order ID: If you know the specific ID number.

    • Keywords from the Title: Like "leaky faucet," "AC repair," "electrical."

  3. View Results: As you type, Basementgrid provide real-time suggestions to display the filtered list.

How to Filter Work Orders:

Beyond simple search, Basementgrid's filtering options allow you to narrow down your list based on various criteria.

  1. Access Filters: On the search page, you can swipe left or right to access the various filter options.

  2. Apply Filter Criteria: You can often filter by:

    • Status: Draft, Pending, In progress, Review, Completed

    • Label: System labels (such as Awaiting Payment, Rework, etc.) and work order fields (such as plumbing, fire safety, etc.)
    • Assignee: View work orders assigned to a specific team member or vendor.
    • Type: Reactive, Preventive, Emergency, Improvement, Compliance
    • Priority: High

    • Location: Locations created by admin
    • Asset: Assets created by admin
    • Reporter: See issues reported by a particular user or yourself.

  3. Combine Filters: You can typically apply multiple filters simultaneously to create highly specific views (e.g., "all urgent, open work orders assigned to John Doe in Building C").

Tip: For frequently used filter combinations, you can bookmark them as a Customised View so they're one tap away from your home page. See Saving Customised Views for how.
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