TCM1000208 - How to sort and filter a work list
Step 1
On the ‘Function Menu’
- select ‘Worklists’ on the toolbar
- select ‘Maintain’ from the options available. You will be taken to the ‘Maintain Worklist’ screen
- select the relevant work list from the ‘Worklist Type’ field
- select the relevant MU from the Management Unit field
Note: See TCM0322460 for the correct MU number or your manager will be able to provide you with the relevant work list details and MU number. - select ‘Sort Filter’. You will be taken to the ‘Sort and Filter Worklist Entries’ screen
- select the relevant sort reason from the ‘Sort - Worklist Entry by Column name’ field
- select the relevant filters from the
- ‘Filter 1 - Worklist Entry by Column name’ field
and, if appropriate - ‘Filter 2 - Worklist Entry by Column name’ field
- ‘Filter 1 - Worklist Entry by Column name’ field
- select the ‘Ascending’ or ‘’Descending’ checkbox, as appropriate from the ‘Sort Order’ field
- complete the following fields under the ‘Filter 1 - Worklist Entry by Column name’ and ‘Filter 2 - Worklist Entry by Column name’ fields, as appropriate
- ‘From Value’ and ‘To Value’
- ‘From Date’ and ‘To Date’
- ‘From Number’ and ‘To Number’
- select ‘OK’. You will be taken to the ‘Maintain Worklist’ screen, which will show all the work items in the order that you have sorted and filtered them.