Saved Searches

Save and reuse your preferred search filters directly in the grid view of the Work Order module. Saved Searches simplifies how you access and organize data so you can work faster, spend less time setting up filters, and keep consistency in how you view and track work orders.

With Saved Searches, you can:

• Configure filters, sort orders, and change visible columns.

• Quickly access commonly used queries.

• Save your views with unique names.

For example, you can create a search called My Open High-Priority Work Orders to view records assigned to you, sorted by priority and due date. The next time you need that view, you can open it quickly, without the need to apply all filters again.

Learn how to create, delete, and update saved searches.

Types of Saved Searches

Maintenance Connection offers the following options:

• Personal searches: Create and manage your own searches. These are private and visible only to you.

• Distributed searches : With sharing permissions, share your searches with multiple access groups.

• System default searches : Built-in searches available to all users, such as Requested Today and All Open – PM.

Access management

System administrators must assign one or more access levels for Saved Searches to each access group.

1. Go to the Access Groups module.

2. Select a group.

3. Click the Rights tab.

4. In Module, select System - Saved Searches.

5. In Type, select All.

6. Select the System - Saved Searches - Copy access right.

7. Select one or more of the following access rights types:

   • Copy: Create, edit, or delete personal searches.

   • Share: Assign or remove access groups from saved searches.

   • Delete: Delete shared saved searches.

   • Edit: Edit a shared saved search.

   • Share: Make a search shareable or change visibility.

   • Access: View shared saved searches.

8. Click Action > Enable Selected.

9. Click Save.

10. Repeat these steps for each group that requires access to the feature.