Filter the PM Planner Page

You can filter the PM Planner page to show only PMs for a selected customer or to show only PM's with a specific defect status.

To show PM's for a specific customer,

1.  From the PM Planner page, click the Customer Select button.

The Customer Rolodex page opens.

2.  In the Customer Name field, type the customer name and click the Search button.

Customers that match your search are listed.

3.  Click the option button for the customer and click the Select button.

You return to the PM Planner page. The list of PMs is filtered so that only PMs for the selected customer are listed.

 

To filter by defect status,

From the PM Planner page, click the uncheck the defect status you do not want listed and click the Search button.

Only PMs with the selected defect status are listed.

 

 

Related Topics:

Change a PM

Reschedule a PM

Delete a PM

Sister City PMs

Drop a PM

Sort the PM Planner Page

PM Automatic Scheduling

PM Schedule Range

 

Updated April 15, 2005