Horizon filters can help navigate and manage inspection-identified damages in the platform. While the purposes for using filters may vary, these are often essential in many workflows using Horizon. This article describes where and how to filter on certain fields of data.
General Filtering in the Damages Table
In the damage list of the Inspections Module, the top row includes field titles. If there is a filter symbol next to the field title, then this field can be filtered upon. In the image below, the field title Damage ID, Severity, Type, and Component can be filtered upon and the Severity field is colored in blue indicating that this field is imposing an active filter on the results of the table. Note: If there is no icon available, this field cannot be filtered upon using the available table.
Although the damage table does not have filters for Tasks, Site, Turbine, Blade, or Blade side, there are other methods that can be used to "filter" the table on these conditions or other Horizon features for organizing these fields. For example, to filter on Site and Turbine, the user can select the "Select Site" and "Select Turbine(s)" boxes above the damages table to update the table.
Additionally, to filter on damages that have been confirmed or unconfirmed by previous review, the tabs "Confirmed" and "Unconfirmed" should be selected accordingly. Please note that all confirmed damages will have a small green circle which a check mark next to their Damage ID. For more information on Damage Confirmation please visit this support article: Workflow for Damage Confirmation.
General Filtering in Unplanned Tasks Table
Damages which have had repair or inspection actions created upon them will appear as Unplanned Tasks in the Unplanned Tasks tab of the Work Orders Module for subscription customers. For information on Maintenance Planning using Horizon tasks, please review the article: Using Tasks in Horizon for Maintenance Planning - Creating Unplanned Tasks.
This table has functionality which allows for greater organization and management of damage-related tasks. Notably, this table includes the ability to sort ascending or descending on Turbine, Blade, Site, and filter by Task number. This table also includes advanced functionality for selecting columns to view and for multi-sorting on different columns.
For more information on Managing Unplanned Tasks, including how to use the Customize Columns and Multiple Sort features, please see this article: Using Tasks in Horizon for Maintenance Planning - Creating Unplanned Tasks. Please note: The Customize Columns and Multiple Sort features are only available in the Unplanned Tasks view in Horizon currently.
There are four general filter types available on each table. These are numeric fields, selectable text fields, generic text fields, and date fields.
Numeric fields include a sliding scale and can be sorted in ascending or descending order.
Selectable text fields include a drop-down list of items to select and can be sorted in ascending or descending order.
Date fields include a calendar icon drop-down and the ability to select a specific date range. This can also be sorted in ascending or descending order.
Generic text fields allow the input of a specific text string, such as a Damage ID to update the table. Sidenote: For Damage ID, the first 8 characters should be used to uniquely identify a damage as all numbers after the "-" indicate the number of edits that have been made on the damage. For example, to uniquely identify damage OJWAMUYG-3, the user should search for and use OJWAMUYG as a new saved edit on this damage will change the Damage ID label to OJWAMUYG-4.
Sorting on Fields
To sort on an individual field, click any field that has small up and down icons next to a field in the table. Clicking one time will sort ascending and show the up arrow in blue. Similarly clicking again will sort descending and show the down arrow in blue. Clicking a third time will reset the filter.
Resetting the Filters and Sort Order
To clear all filters and sort ordering specified, navigate to the top right of the table and select the "Clear Filters" icon.
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