TCM1000208 - How to sort and filter a work list

Step 1

On the 鈥楩unction Menu鈥�

  • select 鈥榃orklists鈥� on the toolbar
  • select 鈥楳aintain鈥� from the options available. You will be taken to the 鈥楳aintain Worklist鈥� screen
  • select the relevant work list from the 鈥榃orklist Type鈥� 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 鈥楽ort Filter鈥�. You will be taken to the 鈥楽ort and Filter Worklist Entries鈥� screen
  • select the relevant sort reason from the 鈥楽ort - Worklist Entry by Column name鈥� field
  • select the relevant filters from the
    • 鈥楩ilter 1 - Worklist Entry by Column name鈥� field
      and, if appropriate
    • 鈥楩ilter 2 - Worklist Entry by Column name鈥� field
  • select the 鈥楢scending鈥� or 鈥樷�橠escending鈥� checkbox, as appropriate from the 鈥楽ort Order鈥� field
  • complete the following fields under the 鈥楩ilter 1 - Worklist Entry by Column name鈥� and 鈥楩ilter 2 - Worklist Entry by Column name鈥� fields, as appropriate
    • 鈥楩rom Value鈥� and 鈥楾o Value鈥�
    • 鈥楩rom Date鈥� and 鈥楾o Date鈥�
    • 鈥楩rom Number鈥� and 鈥楾o Number鈥�
  • select 鈥極K鈥�. You will be taken to the 鈥楳aintain Worklist鈥� screen, which will show all the work items in the order that you have sorted and filtered them.