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

• 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.