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 1 week 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 thehome page, 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: "Open," "In Progress," "Completed"

    • Priority: "High"

    • Assigned To: View work orders assigned to a specific team member or vendor.

    • Created By: See issues submitted by a particular user or yourself.

    • Property/Location: If you manage multiple properties or specific areas.

    • Creation Date/Due Date: Filter by timeframes.

    • Category/Type: If your organization uses custom work order categories (e.g., "Plumbing," "HVAC").

  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, Basementgrid allows you to save custom views or "presets" so you can access them with a single click in the future. Tap on "Save Search" button after applying your filter criteria.

By effectively utilizing these search and filter tools, you can maintain a clear overview of your maintenance operations and quickly locate the information you need, enhancing your team's productivity and responsiveness.

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