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Navigation and View


If you’d like to view different weeks, you can click the “<<” and “>>” buttons to scroll through previous and future weeks. If you’re viewing a week that is not the current week, you can click the “today” button to return to the current week.

Navigation Buttons

A faster way to get to a particular date is to use the date picker tool. Click the "calendar" button just to the left of the wrench button. This will open a window with an extended date picker tool, which displays 3 months. Click any day on that window to bring the calendar straight to it. (Remember you can return to the current day/week/month by clicking the “today’ button)

Filtering the Calendar

Just like filtering the contacts panel, you can also filter the calendar. To the right of each person in the contacts panel, is a “lock” icon. Clicking this will cause the calendar to show only assignments for that person. The icon will change to a closed lock. Click it again to return it to normal. If you have filters for your contacts panel, the calendar will automatically be filtered in the same way. This will cause the calendar to show only assignments for contacts who meet the criteria of that filter.

Contacts Panel

NOTE: Make sure you do not leave these filters on, as it’s easy to become confused if you don't realize they're on.

Creating Filters

Filters can be created by clicking the "+" sign next to the filter dropdown. To create a filter, follow these steps:

Select Filter

1: Type in the name you would like to give the filter. You can select the appropriate status for "Public" and "Readonly" and then click the the disk icon on the right to create the filter.

Create New Filter

2: You will be taken to the "Filter Options" screen, which looks a lot like the report writer. From this screen, select a field from the dropdown menu at the bottom and click the blue "+" sign.

Select Filter Field

3: You'll see that the field has been added to the area above. Unlike the report writer, you only need to select the fields on which you're going to place filters.

Selected Filter Field

4: Click the light gray "funnel" icon to the right of the field you've just added. This will bring up the "Update Criteria" window. Select an operator, such as "=" and put a value in the "Criteria" field. Then, click the "Update" button.

Update Criteria

5: Close both windows. Now, you should be able to select this filter from the dropdown menu.

To edit an existing filter, simply select it from dropdown and click the "pencil" icon. This will bring you to the same window you just used to define your filter. You can create and edit filters for work orders as well. The process works the same way.

For information on creating more advanced filters, see the reporting manuals:

Basic Reporting:

Advanced Reporting:

Work Order Options

The work order panel is divided into pages to make it more compact. You can change the page by clicking the “prev” or “next” buttons. The current page and the total number of pages are displayed at the bottom. You can also resize the panel vertically, horizontally, or both by clicking and dragging the edges or the corner of the panel.

If you click on the WO number of a work order in the panel, a small window will appear with some more detailed information on that particular work order. It includes the following fields: WO No, WO Date, Asset ID, Asset Description, WO Type, and Status.

Every work order has an icon to the right of it. If it’s gray, that means that no assignments have been made for that work order. If it's black, it has one or more assignments. Hovering over the icon will display the total number of hours assigned and clicking it will bring up a small window with some details on the assignments that have been made for the work order.

Work Order Panel

Summary View

Click the "wrench" icon above the calendar and select, from the resulting menu, “summary view.” The assignments will change to condensed versions that exclude the work order information. This can make the assignments easier to manage if you have a lot of them for a particular day.

Wrench Menu

This is the way assignments will look in summary view:

Summary View

Click “summary view” again to return the view to normal (This feature is not available in month view).