Selection Criteria

Data Source: Not Applicable

To open the Selection Criteria screen, click the Filter icon on the Technician Service Scheduling screen.

The Selection Criteria screen allows you to configure the information that is displayed on the Technician Service Scheduling screen.

The following filter criteria appears on the Selection Criteria screen:

Field	Description
Select Status	Allows you to filter the work order blocks that are displayed in the Unassigned/ Scheduled sidebar by status.
Select Technician	Allows you to filter the work order blocks that are displayed in the Unassigned/ Scheduled sidebar by technician.
Select Model	Allows you to filter the work order blocks that are displayed in the Unassigned/ Scheduled sidebar by the model of the unit on the segment.
Select Type/ Reason	Allows you to filter the work order blocks that are displayed in the Unassigned/ Scheduled sidebar by type and reason code on the segment.
Select Shop/ Bay	Allows you to filter the work order blocks that are displayed in the Unassigned/ Scheduled sidebar by shop or bay location.
Select Customer	Allows you to filter the work order blocks that are in the Unassigned/ Scheduled sidebar displayed by customer.
Select Inside/ Outside/ Shift	Allows you to filter the work order blocks that are displayed in the Unassigned/ Scheduled sidebar based on the shift associated to the technician on the segment.
Select Salesperson	Allows you to filter the work order blocks that are displayed in the Unassigned/ Scheduled sidebar based on the salesperson assigned to the segment.
MobileTech	If selected, will display only MobileTech work order blocks on the Unassigned/ Scheduled sidebar.

The following Display options appear on the Selection Criteria screen:

Note:  The following options are based on the information in the work order segments. If there is no information in a segment for the selected option, no information will be displayed in the corresponding work order block on the Technician Service Scheduling screen.
For more detailed information about each option, see the Segments tab help topic.

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 will take 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 will be completed at the branch or outside of the branch.
Estimated Completion Date	The estimated completion date of the service on the work order.
Scheduled Start Date	The scheduled start date of the work order/ segment.
Actual Hours	The number of hours worked on the work order/ segment.
Remaining Hours	The number of hours remaining on the work order before it will be complete.
History Description	The history description associated to the selected segment, as specified in the History Description field of the Segments tab.

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.

The following buttons allow you to complete your work on the Selection Criteria screen:

Button	Function
Save	Saves the selected filter criteria and returns to the Technician Service Scheduling screen, displaying the refreshed results.
Close	Closes the Selection Criteria screen without saving any changes.