Knowing how to use filters in the queues will help you streamline your daily production and design workflow.
By default, a queue will show all of the products within that queue by their due dates or follow-up dates. The most overdue products and follow-up dates will appear at the top of the list so that you can see which ones are the most urgent.
You can click on the Product Due header to sort the list and hover over the question mark to review the Product Due Color Legend.
Headers, with the green arrow icons, can be filtered by clicking on the header name. Items under the Product header will organize by invoice number. The Company header will organize companies alphabetically. Status / Substatus will group like statuses together.
Filters allow you to sort through all of the pending products in a queue to bring up only those that relate to the machines and parts you work with on a regular basis. For example, if you primarily work on a flatbed printer, you can select that from the machines filter to see only those products that require a flatbed printer. Please note that a part must be assigned a machine during order entry in order to be filtered by machine.
Filters for the Design Queue:
- (A) Part Category: Choose a Part Category to filter by part.
- (B) Parts: Show jobs using a particular part.
- (C) Designer: Filter to jobs that you've been assigned to as the designer.
- (D) Date: Filter by particular date ranges.
- (E) Substatus: Filter by substatus.
- (F) Responsibility: Show products that have been assigned a particular responsibility. For more information on responsibilities, please refer to the Queue Prioritization article.
- (G) Assigned To: Filter jobs by assigned person. For more information on assigning products, please refer to the Assigning a Product to a User article.
- (H) Pin Filter: Save the filters you’ve selected by clicking the Pin icon. Your customized workflow is ready to go, every time you log in and visit this queue. To enable this feature, you must navigate to the Management Module > Global Settings > Production > Queues. Here you can toggle on Save Filter Queue Filters by User.
Filters for the Production Queue:
- (A) Machine: See the jobs for a certain machine.
- (B) Part Category: Choose a Part Category to filter by part.
- (C) Parts: Show jobs using a particular part.
- (D) Date: Filter by particular date ranges.
- (E) Substatus: Filter by substatus.
- (F) Responsibility: Show jobs that have been assigned a particular responsibility. For more information on responsibilities, please refer to the Queue Prioritization article.
- (G) Assigned To: Filter jobs by assigned person. For more information on assigning products, pleas refer to the Assigning a Product to a User article.
- (H) Pin Filter: Save the filters you’ve selected by clicking the Pin icon. Your customized workflow is ready to go, every time you log in and visit this queue.
