UpKeep is designed with a focus on the technician experience. See the Work Orders that matter the most to you! Especially as you're in the field with your mobile device, you'll want to quickly filter out the work orders see what is most important.
In this article, we will go over all of the filtering Options within our Work Orders page on our mobile applications. By default, the Work Orders section will show Open, On Hold, and In Progress Work Orders.
Default Quick Filters
When you first open your mobile app, this is what you'll see:
- View My Work (Due Today): Work Orders assigned to you that are due today
- Shortcuts: All Work Orders (no filters selected); Support (to get in quick contact with our support team!)
- Past Due: Work Orders that are assigned to you and have passed its Due Date
- High Priority: Work Orders assigned to you and are High Priority
- Bookmarked: Work Orders assigned to you and that you have saved to Bookmarks
- Last Updated: Work Orders assigned to you and sorted by the ones most recently updated
Filter Selections
On iOS, the filters bar looks like this:
From Left to Right (You can scroll or move this bar to the left to see more filters):
- Me or My Work Filter: Select which users Works Orders have you listed as the Primary OR Alternate assigned user
- Bookmarked: Any Work Orders that were saved to Bookmarks
- Due Date: Select the Work Orders by Due Date, you can also find your past-due and unscheduled Work Orders
- Priority: Choose from any (or all) of the statuses: None, Low, Medium, High
- Location: Find the Work Orders at the Location desired
- Work Order Status: Choose from any (or all) of the statuses: Open, On Hold, In Progress, Complete
Additional Filters
Looking for more? Well, we also have Additional Filters!
- Work Order Status: Choose from any (or all) of the statuses: Open, On Hold, In Progress, Complete
- Reactive or Repeating: We can choose all, or just by Reactive or Repeating Work Orders
- Archived: We can choose whether to hide or show our Archived Work Orders
- Scheduled: Select whether you want to see Work Orders with or without an assigned due date (or all Work Orders)
- Priority: Choose from any (or all) of the statuses: None, Low, Medium, High
- Bookmarked: Show your bookmarked work orders
- Assigned To: Select all the users assigned to Works Orders you want to see
- Created by: Find Work Orders created by specific users
- Completed by: Find Work Orders completed by specific users
- Requester: Find Work Orders requested by specific users
- Team: Find Work Orders assigned to specific teams
- Location: Find the Work Orders at the Location desired
- Asset: Find the Works by Asset assigned
- Category: See Work Orders based on desired categories
- Due Date: Select the range of due dates you would like to see
- Date Completed: Select the range of completion dates
- Date Created: Select the range of date created
- Date Last Updated: Select the range of Work Order updates
TIP: Once you've selected the filters you need, be sure to tap on the red Apply button!
Example GIF:
Here is an example GIF of an Admin filtering his work orders to show all his work orders, including completed ones:
- Navigate to the Work Orders section
- Tap on Status > Check off Complete
- Then tap on Me
