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Searching and Filtering Work Orders

Instructions on how to find service related tickets in T3 using search, filters, and presets.

Written by Laura McHugh
Updated over a week ago

The service feature of T3 streamlines creating, assigning, tracking, and completing service tasks for asset maintenance and service repairs. With reporting and dashboard tools, you can monitor progress, check status updates, and ensure timely completion.

Within the Work Order table, you can search, filter, and apply presets to improve efficiency and find the data you need faster.

Searching Work Orders

To easily find relevant work orders, use the search bar at the top of the table to search by Work Order ID, Asset ID, Description, Asset Owner, Invoice #, or Branch.

Tips: Type the Work Order ID in the search bar to quickly find a specific WO. Search by Invoice # to find billed WOs. Search Asset ID across all branches, regardless of branch assignment.

  • Log in to T3 Fleet.

  • Select the Service tab from the menu on the left side of the screen.

  • Select Table (Beta) from the menu at the top of the screen.

  • Type a full or partial search term in the search bar, and the results will populate the table.

    • Typing a full work order ID will return that work order.

    • Typing a partial search term such as “EZ” will return results with “EZ” in any searchable field, including Asset Owner: “Rozalez,” Asset Owner: “EZ Equipment,” and Description: “Check antifreeze.”

Filtering Work Orders

Filtering allows users to narrow down work orders based on attributes like tags, severity, billing type, user assigned, and more. Users can create unique filters and save them as preset filters to be used again. This allows users in different roles to customize the table results for their specific needs easily.

  • Select the Filters button at the top of the table to open the Filters slideout on the right.

  • Use the toggles, dropdowns, and checkboxes to select the desired filter options.

Note: If no filter option is selected for a certain field, all results will show by default.

  • As you select filters, the table results will update in real time. Multiple filters can be selected simultaneously.

  • To close the Filter slideout and view the results, select Close at the bottom of the slideout.

Saving a Preset Filter

Preset filters save time on tasks that are performed frequently. Create filters to quickly find what you’re looking for, such as open work orders with parts that are all in, closed work orders that are ready to bill, or all work orders assigned to a particular user.

  • Open the Filters slideout, and select the attributes and options needed for your preset.

  • To save the filter you have created to use again, select the Save As Preset button to save filter selections and column/sort preferences.

  • When saving a filter as preset, type the filter name in the Name field. Use a name that uniquely describes the filter.

  • Finally, select the Save button.

Using Preset Filters

Once a filter is saved as a preset, it will appear in the Presets dropdown. Select a filter from the dropdown, and the results will populate the table.

  • To edit a preset, select the desired filter from the Presets dropdown and select the blue Filters button. The Filters slideout will open, showing the filter selections for that preset.

  • Make the desired changes in the Filters slideout, and then select the blue Save button.

  • To update the preset, select Update the preset with the changes.

  • Then, select the Save button.

  • To create a new preset with the edits made to the selected preset, select Create a new preset.

  • Type a unique name for the new preset in the Name field and then select the Save button.

  • To delete a preset, select the desired filter from the Presets dropdown and select the blue Filters button to open the Filters slideout.

  • Select Delete preset.

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