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How to Select Filter Parameters on Job Dates Tab

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TitleHow to Select Filter Parameters on Job Dates Tab
SummarySteps on how to set or change the filter parameters on the Job Dates tab in RepairCenter to ensure needed jobs populate.
ObjectiveProvide steps on how to set or change the filters on the Job Dates tab
EnvironmentRepairCenter 18.2
Procedure
  1. Click the Job Dates tab, locate the Filter On setting. If Filter On is not showing click the Back icon User-added image.
  2. Select the desired option from the drop down: All, Out DateEstimator, or Insurance.
    1. Out Date: Select the appropriate Begin and End date range.
    2. Estimator: Select the estimator from the drop down list.
    3. Insurance: Select the insurance carrier from the drop down list.
  3. Click Apply, then select a status from the drop down: Open, Closed or Both.
  4. Click the Forward icon User-added image to view the additional filter settings.
  5. Select the desired Data Filter date range, then  select a status from the drop down: Due In, Due Out, Started, Completed, Delivered, Closed,  or Sold.
  6. Click Apply.
Similar steps can be found in the Mitchell Help files under Repair Order > Job Dates.



 
Additional Notes
URL NameHow-to-Select-Filter-Parameters-on-Job-Dates-Tab

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