Assign Default Filter per Person

Explanation

This activity is used to assign a default filter to your user. When this is done, operations will be displayed in the Work Order Operation List window based on this filter when you open the window. If a default filter is not defined for your user, all operations assigned to your user on all sites allowed to your user will be displayed in the Work Order Operation List window.

Only one filter can be defined as the default filter per person. Furthermore, if a craft has been defined for the filter, you must have the relevant competency or craft before you can assign the filter to your user.

Prerequisites

To perform this activity, a filter must have been defined for the site to which your employee belongs or a filter with no site must have been defined.

System Effects

As a result of this activity, you will be able to query and retrieve work order, operations and subtasks according to the grouping criteria as set in the basic data. This allows team leaders, work leaders and engineers to query according to their specific needs.

Window

Organization Basic Data

Related Window Descriptions

Organization Basic Data
Organization Basic Data/Employees
Organization Basic Data/Employees/Operation Filter

Procedure

1. Open the Organization Basic Data window.
2. Click the Employees tab and query (F3) for your employee ID.
3. Click the Operation Filter tab.
4. In the Filter ID field, enter the default filter for your user. Use the List of Values to select a valid value.
5. Save the information (F12).