How to Use Action Filters

The latest introduction to the new layout in UtilizeCore, Action Filters are a simple way for your team to organize their day by next step (aka 'Action' required). 

Quick Facts:

• Only one Action Filter can be applied at once
• Action Filters are meant to be used in conjunction with other pinned filters
• Bulk actions may available or highlighted based on an applied Action Filter
• Action Filters will change based on current page. (ex. 'Work Orders' will have different Action Filters than 'Invoices')
• Action Filter will display the Count of associated resources
• All Action Filters will filter out 'Inactive' Work Orders (ex. Canceled or Closed)
• Empty Action Filters will be unclickable

While the list of available Action Filters will continue to evolve and be refined, below is a preview into fist version.

Work Order Action Filters

• Operations Failure
  Trip Status = Never Arrived, Never Arrived | Expired, Is Late, Didn't Check Out, Unable to Service, Not Scheduled On Tech's Mobile

• Schedule
  Trip Status = Urgent Not Dispatched, Not Dispatched, Rejected Trip
  

• Verify Trips
  Trip Status = Verification Required

• Generate Invoices
  Based on the settings of the Work Order, Service, and Company Settings – a Work Order and its related trips will be made available when BOTH a Payable and Receivable is ready to be generated.
  

• Generate Receivables
  Based on the settings of the Work Order, Service, and Company Settings – a Work Order and its related trips will be made available when ONLY the RECEIVABLE is ready to be generated.
  

• Generate Payables
  Based on the settings of the Work Order, Service, and Company Settings – a Work Order and its related trips will be made available when ONLY the PAYABLE is ready to be generated.
  

• Send Client Invoice
  Client Status = Invoice Approved to Send

• Review Client Invoices
  Client Status = Rejected Invoices, Invoice Draft, Invoice Approval Requested

• Receive Payments
  Client Status = Invoice Sent, Invoice Sent | Overdue, Invoice Partially Paid | Overdue, Invoice Approved, Invoice Approved | Overdue
  
  

• Follow Up on Client Invoices
  Client Status = Invoice Partially Paid, Invoice Sent | Overdue, Invoice Approved | Overdue, Invoice Partially Paid | Overdue 

• Pay Vendor
  Vendor Status = Approved Invoice, Invoice Approved | Overdue, Invoice Partially Paid, Invoice Partially Paid | Overdue

• Review Vendor Invoice
  Vendor Status = Received Invoice, Invoice Approval Required, Invoice Received | Overdue, Rejected Invoice

• Review Client Proposal
  Client Status = Proposal Rejected, Proposal Draft, Proposal Ready for Review

• Follow Up on Client Proposals
  Client Status = Proposal Sent | Expired, Proposal Evaluating | Expired
  
  

• Schedule Accepted Client Proposals 
  Client Status = Proposal Accepted (Work Order)

• Review Vendor Proposals 
  Vendor Status = Proposal Received, Proposal Evaluating

• Schedule Accepted Vendor Proposals
  Vendor Status = Proposal Accepted (Work Order)

• Review Vendor Purchase Orders
  Vendor Status = Purchase Order Rejected, Purchase Order Draft

• Review Client Purchase Orders
  Client Status = Purchase Order Draft

• Associate Weather Events
  Will show Work Orders including Trips with a 'Per Event' billing type that are NOT YET associated to a weather event. Association to the correct event can be done directly from this page.

Payable Action Filters

• Send
  Invoice Status = Draft
• Review
  Invoice Status = Received, Approval Requested, Approval Requested Overdue
• Edit
  Invoice Status = Rejected
• Follow Up
  Invoice Status = Sent for Review, Sent for Review Overdue
• Pay
  Invoice Status = Approved, Approved Overdue, Partially Paid, Partially Paid Overdue

Receivable Action Filters

• Send
  Invoice Status = Draft
• Review
  Invoice Status = Sent, Awaiting Confirmation, Awaiting Confirmation Overdue
• Rejected
  Invoice Status = Rejected
• Follow Up
  Invoice Status = Send Overdue, Awaiting Confirmation, Awaiting Confirmation Overdue
• Receive Payment
  Invoice Status = Approved to Send, Approved to Send Overdue, Partially Paid, Partially Paid Overdue

Sent Proposals

• Send
  Proposal Status = Draft
• Review
  Proposal Status = Rejected, Ready for Review
• Follow Up
  Proposal Status = Expired, Evaluating Expired
• Convert to WO
  Proposal Status = Accepted

Received Proposals

• Review
  Proposal Status = Evaluating, Received, Ready for Review, Rejected
• Convert to WO
  Proposal Status = Accepted

More is coming soon!