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Customizing the Summary Views

Summary Pages

Summary pages provide a convenient way to see many records at one time, whether they are work orders, parts, or PM procedures. There are various ways to customize summary pages to allow you to control how your data is displayed.

Manage Columns

*Note: The Work Order summary page's column chooser is managed differently than the standard column chooser.

  • Moving Columns - Click and drag any column to the desired position in the summary page.
  • Adding and Removing Columns - Click the Columns button to choose the fields that are displayed as columns on the summary page. The Column Chooser will show any fields that are currently not showing on the summary page.
    • To add a column, click and drag a field from the Column Chooser to the desired position on the summary page.

    • To remove a column, click and drag a column from the summary page into the Column Chooser.
  • Sorting Columns - Click on the column title to sort the data ascending. Click on the title again to sort the data descending.

Managing Columns on the Work Order Summary Page

  • Moving Columns - Click and drag any column to the desired position in the summary page.
  • Adding and Removing Columns
    • Click the Columns button to choose the fields that are displayed as columns on the summary page. Work order fields and global custom fields will be bundled under the Work Order Fields grouping. Work Categories with specific custom fields will appear as groupings in the Column Chooser, and if the Work Category is Site-specific, the Site name will appear in parentheses next to the Work Category name.
    • Check the box next to the columns you would like included in the summary view and click Apply.
    • To remove a column, uncheck the box next to the columns you would like to not appear on the summary page.
  • Sorting Columns - Click on the column title to sort the data ascending. Click on the title again to sort the data descending.

 

Search and Filter

Search

The Search button allows you to quickly find an item on a summary page if you know something about the item(s) you are looking for.

  • Click the Search button to show the search tool.

 

 

  • Select the field you would like to search by from the drop down menu.
  • Enter the information you are searching for in the text box.
  • Click the Apply button. *Note: You can choose to ignore filters already in place by leaving the Ignore filtering checkbox checked.

Filter

  • Column Filters - Some columns on the summary page can be filtered individually.
    • Depending on the column, you will need to either type in the text box or select an option from the drop down menu to filter the information in that column.
    • Click on the filter icon () to choose only those records that do or do not meet some criteria. This is helpful if you cannot remember the name of the item displayed, only remember part of the name, or includes (or does not include) certain characters.

  • Advanced Filters Button - The Advanced Filters button is another way to narrow down which records display on a summary page.
    • Click the Advanced Filters button to display the Advanced Filter tool.
    • The filterable fields will vary depending on the summary page you are viewing. Select your filter(s) from the available fields.
    • Click Apply to filter the summary page based on your selections.

Customizing Views

Asset Essentials allows you to save commonly used search and filter settings as a View. Instead of frequently selecting the same search and filter selections, you can choose a saved View from the drop down menu to automatically apply those settings to a summary page.

 

How to Save a View

  • Click the View button.
  • Select New.
  • Enter a Name for the View.
  • If you are creating a View that is not based on a search or filter, check the Save selected items box to create a page View that will only display those selected items.
  • Check the Set as My Default box to automatically display this View when navigating to the summary page.
  • Check the Available to others box to share this View with other users.
  • Click OK to save the View.

 

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