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Newport Beach, CA 92660
http://help.axisportal.com/
 
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        • Preventive Maintenance
          • Setting Up Preventive Maintenance
          • Using Preventive Maintenance
            • PM Work Order Types
            • PM Work Order Lists
            • List Controls, Customization, and Filtering
            • Work Order Details Overview
            • Assign and Dispatch Work Orders
            • Creating On Demand Work Orders
            • Completing PM Work Orders
            • The Notify Supervisor Flag
            • Missing Values
            • Finding PM Work Orders
            • Cancelling PM Work Orders
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List Controls, Customization, and Filtering
 

List Controls, Customization, and Filtering:

To access Preventive Maintenance (PM) lists, log into the Axis Control Panel at http://cp.axisportal.com, hover over Work Order, hover over Preventive Maintenance, and then select the desired list from the Preventive Maintenance folder.

 
Each PM list can be sorted, filtered and customized in a variety of ways, as described below. For more information about the work order lists and work order statuses, see PM Work Order Types and PM Work Order Lists.

  1. Users can use the Property drop-down list to filter the work orders by property, or for all properties.



  2. The Filter button opens an interface which allows users to choose from a variety of filtering options. The specific options available vary by list.
    • Applied filters are persistent on the list until manually removed or if the Property is changed.
    • Filtering information is stored locally on your web browser and is remembered between sessions.
    • In the Scheduled List in particular, users can modify the Preview for field to increase the period of time over which work orders are displayed.



  3. Use the checkboxes to select one or more work orders in the list.
    • Selecting multiple entries in the list allows users to assign and dispatch, or print multiple items at a time as explained in (5) below.
    • Click on a work order's name in the Title column to view its details.



  4. The list headings are customizable. All list customizations for a specific user are stored locally on your web browser and remembered between sessions.
    • Users can click on a list heading to toggle between sorting the list in ascending or descending order.
    • Users can click and drag list headings to change the order they are displayed in.
    • Users can add or remove list headings by doing the following:
      • Click on the right side of a column heading (hear the border between column headings, as shown below).
      • Move the mouse pointer to the Columns entry in the list to display all available column headings (available headings vary depending on which list is currently being viewed).
      • Select the column headings that are preferred to be displayed and/or deselect the headings that are preferred to be hidden. Note that some information-critical headings cannot be hidden.



  5. The Assign & Dispatch and Print buttons perform the functions described below:



    • Clicking the Assign & Dispatch button opens the Assign & Dispatch window, allowing users to assign (if currently unassigned) or reassign the selected work orders. The exact choices available will vary depending on how many work orders are selected (one, or more than one), whether the work orders have been dispatched, and whether they are on demand or scheduled work orders.
      • Users can also set (or change) the due date. This option is only available if the work order selected is a single on demand work order that has not yet been dispatched.
      • Users can select whether or not to dispatch the work order immediately.
      • Click Save to save your changes. This will also dispatch the work order if "dispatch immediately" was selected.
      • See Assign and Dispatch Work Orders for additional information.



    • For dispatched work orders, clicking the Print button opens a new window with a copy of the work order in a printable format. Click the Print icon ( ) or press CTRL-P to print the work order.
      • Printed work orders can be used to complete work in situations where the assignee does not have direct access to the Internet; the information filled out in the form will need to be manually input in Axis Control Panel afterwards to properly document the work.



  6. The New Work Order button allows users to create an on demand work order. For additional details, see Creating On Demand Work Orders.
  7. At the bottom of each list is a control toolbar that allows users to access several commonly used display features.



    The following list controls are available:

    Return to the first page of the list.

    Go to the previous page.

    Manually enter a specific page to go to.

    Go to the next page.

    Go to the last page.

    Use the slider to adjust the number of records displayed per page.

    Reload the list (checks for updates to the list since it was last loaded).

    Reset the list display settings to default (also removes any previously applied filters).
Last Updated: September 05, 2018