Creating Advanced Calendar Filters

Review About the Advanced Calendar topic.

The task below demonstrates how to create some of the most common Advanced Calendar filters to get you started:

  1. Click the icon that looks like a calendar to display the Limit By filter from the Advance Calendar.

Filter Type Description Step Sequence
Requests by Shift Retrieves all work code requests within the selected shift(s). Click More Options select Requests> click Shift> select the desired shift(s)
Target specific work codes Retrieves the selected work codes. Click Work Code> select the desired work codes
Target specific work code requests Retrieves the selected work code requests. Click More Options select Requests> click Work Code> select the desired work codes
Target specific work code request within units Retrieves the selected work code requests for the selected unit(s). Click More Options > select Requests > click Work Code> select the desired work codes > click Unit select the Unit(s)

  1. To save your filter, click the icon that looks like a floppy disc. Click Save As...
  2. Label your filter and click OK to confirm your settings.