Filter your job list during a visit

During a site visit, you can narrow your job list by activity type or status, search for a job by name, and work through jobs grouped by area, room, floor, or asset.

Note

Required role: Viewer

Before You Get Started

• While you still have a connection, make sure the visit appears in your visit list. Visits shown in the list are cached automatically for offline use.
• If a visit was created elsewhere after you went offline, it will not reach your device. Refresh the list while you still have a connection.

Open a visit and its jobs

1. Open the app and tap Visits.
2. In My Visits, select the day of the visit. Swipe left or right, or tap the calendar icon and choose a date. On a tablet, use the columns headed Today, Tomorrow, and the following weekday.
3. Tap the visit.
4. Tap a card in the relevant Area section. A card can represent an asset, room, floor, system, or building and can contain several jobs.

The jobs for the selected card open on one screen. Each job has its own expandable panel. The first job still to do is already expanded. Risk-assessment jobs, timed-flush jobs, and Location-level jobs appear as single rows and open on their own.

Filter jobs by activity type or status

1. Open a job list.
2. Tap the filter icon to open Filters.
3. Narrow the list by Activity type and, if needed, by Status.
4. Under Status, choose one or more of Open, Completed, Overdue, Skipped, Not performed, or Building closed.
5. Apply the filters.

To remove every selected filter, open Filters and tap Clear all.

Find one job by name

1. Open the job list.
2. Tap the search icon.
3. Enter the job name in Search jobs....

Work by room or floor

Use the visit's Area sections and the cards for the relevant room or floor to focus on that part of the site. Tap the card to open all jobs for that item, then expand the job you need.

Understand status filters

• Not performed is set by the system when the completion window closes with the work undone.
• Building closed is set by the system when the entire completion window falls on days when the Location was shut.

These two statuses show work that you can no longer act on. Use them to explain a gap rather than to find your next job.