Selection Criteria
Use the Selection Criteria screen to configure the information that is displayed on the Work Order Service Scheduling screen.
To open the Selection Criteria screen, click the Filter 
icon on the Work Order Service Scheduling screen.
Filter criteria on the Selection Criteria screen are:
| Field | Description |
|---|---|
| Select Status | Filter the work order blocks that are displayed in the sidebar by status. |
| Select Technician | Filter the work order blocks that are displayed in the sidebar by technician. |
| Select Model | Filter the work order blocks that are displayed in the sidebar by the model of the unit on the work order/segment. |
| Select Type/ Reason | Filter the work order blocks that are displayed in the sidebar by the type and/or reason code assigned to the work order/segment. |
| Select Shop/ Bay | Filter the work order blocks that are displayed in the sidebar by shop or bay location. |
| Schedule By Segment | If selected, displays every segment of a work order as individual blocks on the Service Scheduling screen, thereby allowing you to schedule individual segments separately. |
| Select Customer | Filter the work order blocks that are displayed in the sidebar by customer. |
| Select Inside/ Outside/ Shift | Filter the work order blocks that are displayed in the sidebar based on the shift associated to the technician on the work order/ segment. |
The Display options are based on the information in the work orders/segments. If there is no information in a work order/segment for the selected option, no information is displayed in the corresponding work order block on the Work Order Service Scheduling screen. For more detailed information about each option, see the Segments tab help topic.
Display options on the Selection Criteria screen are:
| Option | Description |
|---|---|
| Status | The status of the first segment of the work order; either Customer, Warranty, or Internal. |
| Customer Name | The name of the customer on the work order. |
| Make/ Model | The make and model of the unit on the work order. |
| Technician | The technician assigned to the work order. |
| Type | The type code on the work order. |
| Reason | The reason code on the work order. |
| Estimated Hours | The estimated number of hours it takes to complete the service on the work order. |
| Shop/ Bay | The shop or bay assigned to the work order. |
| Inside/ Outside Shift | Indicates whether the service is completed at the location or outside of the location. |
| Estimated Completion Date | The estimated completion date of the service on the work order. |
To save the selected filter criteria, hover over the Bookmark 
icon and select Save Defaults from the pop up menu.
To reset the filter criteria, hover over the Bookmark icon and select Reset Defaults from the pop up menu.
Click Save to save the selected filter criteria and return to the Work Order Service Scheduling screen, displaying the refreshed results.
Click Close to close the Selection Criteria screen without saving any changes.
Revision: 2026.01