Initial Setup - Creating Filters

Before you begin the setup process, you MUST create a custom filter in the Standard Work Order module for each PDA in the field. This filter determines which work orders are sent to each PDA. For example, you might create a filter that singles out all work orders from a particular department where a certain employee is assigned as the lead worker.

Note: Be cautious of creating filters that may send the same work orders to more than one PDA. While this is permissible, it may cause one user's modifications to be overwritten by another's. For example, if John Smith is a Sewer Department supervisor, you might create a filter that sends all incomplete work orders- that are assigned to the Sewer department and have John Smith as the supervisor- to John Smith’s PDA; however, if you create another filter for all Sewer Department work orders, then other employees in the Sewer Department would get the same work orders as John Smith.

Each time you modify a filter or create a new filter, you will need to reset your PDA (i.e. go through the setup process again) and then synchronize your PDA.

See Also

PDA Work Synchronization Setup

PDA Setup Module