Overview Configuration

Modify Date Filters

About This Task

In the Date Filters section, you can modify the date filters that appear in the Underlying Inspection Tasks, Underlying Open Recommendations, and Recommendations Due for Implementation sections. When you select a Default filter, the selected filter will show only the corresponding tasks and recommendations when a user navigates to the page. When you select the Display check box beside a filter, the selected filter will appear as an option in the list of filters in the respective page.
Note: By default, the 30 Days filter is selected for the Underlying Inspection Tasks, and Underlying Open Recommendations, and Recommendations Due for Implementation sections.
Tip: If the user selects an available filter in the page other than the Default filter defined by the administrator, refreshing the page or navigating to a different page will reset the filter to the Default filter instead of the filter that the user selected.

Procedure

  1. In the module navigation menu, select Admin > Application Settings > Inspection Management.
  2. Select Overview Configuration.
    The Overview Configuration workspace appears, displaying the Date Filters section.

  3. In the Date Filters section, select .
    The Date Filters section can now be modified.
  4. In the Task Next Date Filter Options list:
    • In the Default column, select the filter that you want to use as the default.
    • In the Display column, select the filters that you want to use in the Underlying Inspection Tasks page.
    • Optionally, if you selected the Custom filter as the default filter, enter values in the Months Prior to Current Date and Months After Current Date boxes.
  5. In the Recommendation Target Completion Date Filter Options list:
    • In the Default column, select the filter that you want to use as the default.
    • In the Display column, select the filters that you want to use in the Underlying Recommendations page.
    • Optionally, if you selected the Custom filter as the default filter, enter values in the Months Prior to Current Date and Months After Current Date boxes.
  6. In the Recommendations Due for Implementation Date Filter Options list:
    • In the Default column, select the filter that you want to use as the default.
    • In the Display column, select the filters that you want to use in the Underlying Recommendations page.
    • Optionally, if you selected the Custom filter as the default filter, enter values in the Months Prior to Current Date and Months After Current Date boxes.
  7. Select .
    The date filters are saved.

About Queries

The Queries section of the Overview Configuration workspace displays query paths for navigating the Functional Location Overview and Asset Overview pages in Inspection Management. For a complete list of queries and their expected behavior, refer to the Overview Queries Folder in Inspection Management.