Certified Performance Solutions
Transforming How

Shops Manage Their Business

Certified Performance Solutions
Transforming How

Shops Manage Their Business

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Filtering RO’s

1 min read

Production Accelerator has many filtering options that can be found in the header at the top of the dashboard. Filtering is a powerful feature that allows you to simplify the dashboard to only the RO’s you want to view. If you’re running a busy shop with many active repair orders, then filtering those RO’s can be extremely helpful to find what you need.

Filters Header

Filter by Employee, Insurance, or Estimator #

Step 1: #

From the Entity drop-down menu, select Employee, Insurance, or Estimator from the drop-down list.

Filter by Entity

Step 2: #

The drop-down menu to the right should now be populated with options related to what you chose in the Entity menu.

Filter by Employee

Step 3: #

Click the Filter button to show the filtered results.

Filter button

Filter by Status #

Step 1: #

From the Status drop-down menu, select from one of the many parameters listed in the drop-down list. Options include when a vehicle is scheduled to leave your facility, the current status of the RO, your pre-defined flags such as Authorization Needed, Waiting on Parts, Additional Damage Found, etc., and any RO Classes that have been created.

Filter by Status

Step 2: #

Click the Filter button to show the filtered results.

Filter button

NOTE: When filtering by Employee, Insurance, or Estimator, you can also further filter by Status.

Filter by Keyword #

Step 1: #

Lastly, you can filter by keyword, like RO number, vehicle model, body or paint technician assigned, insurance, etc. Simply enter your text in the field at the top and click the search icon.

Filter by Keyword

Resetting the filtered view #

Reset button

Step 1: #

To remove all applied filters and return the dashboard to viewing all RO’s, click the “Reset” button.