New Grid View

The list displays data in a column and row format. You can customize the column headers by adding or removing properties.

1. Click Additional columns .

2. To add columns, search for and select the properties you want to display. Available columns vary by module.

3. To remove columns, search for and clear each property you want to remove.

4. To reset columns to their default order and formatting, click a column's three-dot menu and select Reset Columns.

   This resets all configurations to default, including the removal of any additional columns you added and the formatting of column size or order.

5. Click Close.

Adjust the layout of the columns in the following ways:

• Resize a column: Place your mouse cursor on the vertical line between the column headers until a double arrow appears. Then, click and drag left or right to resize the column.

• Move a column: Click, hold, and drag the column header to a different position. Release the mouse button to drop the column into its new position. The column moves to the new position.

• Autosize columns: Click the column three-dot menu and select Autosize This Column or Autosize All Columns.

• Pin a column: Click the column's three-dot menu and select Pin Column. Choose Pin Left or Pin Right.

• Unpin a column: Click the column's three-dot menu and select Pin Column > No Pin.

• Reset column order and formatting: Click a column's three-dot menu and select Reset Columns. This resets all configurations to default, including the removal of any additional columns you added and the formatting of column size or order.

The system saves your changes automatically, preserving your personalized format.

Apply predefined filters to narrow down the search results list. After applying one or more filters, the system displays up to 1,000 records.

Filter dates, status, priority, or type:

1. Click one of the available filters.

2. Select the desired properties to filter.

3. To remove a single filter, select All.

4. Click Apply.

5. To remove all filters, click Reset.

   The filter groups automatically reset to All.

Apply more filters:

1. Click More filters.

2. Select one or more properties to filter:

   • Child assets: Displays work orders when its asset is associated with one or more child assets

   • Overdue: Records where the target date is less than or equal to the current date.

   • PM and Non-PM: Filters whether the work order is created by a PM. If both options or neither are selected, the system displays all work orders.

   • Assigned and Unassigned: Filters whether a work order has assigned labor. If both options or neither are selected, the system displays all work orders.

   • Open and Completed: Filters whether the work order is open or completed/closed. If both options or neither are selected, the system displays all work orders.

   • Task assets: Displays only assets that contains open or completed tasks.

3. To remove filters, clear each property.

4. Click Apply.

You can export the list in .csv or .xlsx formats. The export file includes all the columns displayed in your grid. To adjust the exported content, add or remove columns in the grid.

1. Click Export .

2. Click one of the options:

   • Export to CSV

   • Export to Excel

The download begins automatically.

As a system administrator, you can activate the new grid by repair center. This makes the grid available to everyone with access to the repair center you select.

1. In the Tools menu, click Preferences.

2. Select a module.

3. Click Enable the new grid experience? and select Yes.

4. Click Apply.

User preferences override the repair center setting.