Portal. Features and Functionality The Client portal provides access to various items which relate to a Building, including the following:

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1 Portal Welcome to Ostara Systems, a CAFM solution providing clarity and control covering all aspects of Reactive, Planned and Quoted Maintenance; whilst also supporting Financial Controls & Savings; Health & Safety, Legislative Compliance and Risk Management; Sustainability, Energy efficiencies and adherence to CSR targets. The Ostara Systems User Guide and Help File provides reference materials, guidance and tutorials for using the modules and related features of Ostara Systems. The Ostara Portal is a website which enables the User to have access to various elements of functionality which can relate to their Buildings, jobs (Work Orders) they have outstanding and any authorisations they need to look at. All of the information shown in the portal is in real time and so will be updating constantly to give a true picture of what is happening with a specific Building. Features and Functionality The Client portal provides access to various items which relate to a Building, including the following: 1. Outstanding Jobs 2. Completed Jobs 3. Compliance Certificates 4. FAQs and help guides 5. Creating new jobs. (Work Orders) 6. Revenue Budgets 7. Upcoming PPMs Access to the Portal To gain access to the Portal please follow the link for your Management Company provided by your Helpdesk.

2 Logging Into The Portal The first screen that is shown once the User follows the web link to the Portal is the Login screen. The User will then need to enter the Username and password provided to them by their Helpdesk. Note: The message "Please note: It is important you log out of the portal before closing your browser to avoid other people having access to your data." will only appear for Users using the Mozilla Firefox browser. If the user accidently types in the Username or password incorrectly five times the message below will appear. Once this message is displayed, the User will then be locked out of the Portal. To rectify this and try again, the User must close down the web browser and start again. If the Username or password has been forgotten then the User must contact the relevant helpdesk administrator.

3 Logging out of the Portal Once a User has completed everything they needed to in the Portal, they will then need to log out of it. To log out of the Portal, click the blue "Log out" button located at the top right of the Portal window

4 Home Page After successfully logging into the Portal, the Home page is displayed. The Home Page displays a variety of different graphs and links known as Widgets. Each of these "Widgets" will display either different sets of data or questions and answers relating to common issues that may occur. There are also a set of tabs, located at the top of the page, which will allow the User to perform specific actions or view certain data. Here is an example of a typical Client Portal Home page: There are a couple of useful features that can be performed from the Home page of the Portal. These are:

5 Portal Settings Some Users may find that certain lists are have too many columns or certain columns are more important and need be shown earlier than others. These sort of changes can all be done using the "Portal Settings" button which can be found at the top right of the page. Upon clicking "Portal Settings", the "List Layouts" options appears. Click this to display a number of lists that can be configured. Here an example of some of the lists that can be configured: Next to most lists is an "i" button and hovering over it will provide and explanation of what the list is used for. Selecting a list will display each of the columns shown with this type of list. It is possible to change the width of the column, order it appears in, whether it is visible or not and even the name of the column itself. It is also possible to set how the list will be sorted by by default. Once all the necessary changes have been made, click the "Save" button to apply them.

6 After the changes have been applied, the "(reset to default)" button appears. If the User requires the list to be reverted back to how it was previously then clicking this option will revert back the changes to the list.

7 Portal Widgets The Portal Home page consists of a variety of tools known as "Widgets". These "Widgets" provide easy access to different areas of the Portal, which include areas that can't be accessed by normal means. They can be customized to suits the Clients needs and can display information such as any outstanding jobs that the User has, any jobs that are awaiting certificates or even a company FAQ. Below is a list of "Widgets" that are most commonly used:

8 My Outstanding Jobs The Portal provides Users with the ability to view any outstanding jobs for the Buildings they have access to via the My Outstanding Jobs pie chart on the home page. These are jobs which are yet to be completed by the relevant Contractor (Resource). This chart is split into different sections, each of which represents different types of jobs: Reactive, Quote and Planned & Compliance Jobs. To view a job, click on the desired section of the "My Outstanding Jobs" chart. Once a section has been selected, a list of jobs relating to that section will be displayed along with the name of the section. The list will order the jobs and show the columns as specified in the "Portal Settings" page. If there are more jobs than that displayed in the list then page numbers will be displayed and the User will need to click through to the right page to find the relevant job. By selecting a value in the "Show... per page" section, the number of jobs shown on a page at any time can be increased or decreased ranging from 10 jobs per page to 100. By default, the list shows 15 per page. To View the detail of a job, click anywhere on the line of the job and this will open the detail of it. There are also a few actions that can be performed on the Jobs List to help narrow down the results or to export the data displayed:

9 Filtering the Jobs List If there are too many items on the Jobs List or the desired jobs are a few pages in on the list then it is possible to filter the list down by using the "Filter..." option. The "Filter..." option provides a variety of ways for the User to narrow down the list to find exactly what is required. The "Filter..." option can be found on all Job Lists and to filter the Jobs List, follow these steps: 1. Select the "Filter..." on any list of jobs to display the Filter screen. Ticking the required fields will enable the User to provide criteria in which to filter the list by. Each of the fields (once they are ticked) are described below: Client provides a drop down to specify the Client to be filtered by. The User can scroll through the list or use a text field that, once text has been entered, brings back results that include the text entered. Building No.provides a text field in which the User will enter the desired Building Number. Building provides a drop down in which the User can scroll through the list or use a text field that, once text has been entered, brings back results that include the text entered. Description displays a drop down in which the User can scroll through the list or use a text field that, once text has been entered, brings back results that include the text entered. ETAshows two date fields "from" & "to" in which the User enters the ETA dates where jobs, with an ETA between those dates, are likely fall in. Status displays a drop down in which the User can scroll through the list or use a text field that, once text has been entered, brings back results that include the text entered. Response displays a drop down in which the User can scroll through the list or use a text field that, once text has been entered, brings back results that include the text entered. Batch? shows a drop with the options "Yes" & "No". Selecting "Yes" will show jobs that have been batched together whilst selecting "No" will disregard batched jobs. Once the desired filters have been set, click "Filter" to apply the filters. If there is no longer a need to run the filters, click the "Cancel" button to close the Filter screen and not apply any filters. 2. The list is returned and now only show jobs matching the criteria specified in the Filter screen. Once a filter is applied, the Filters header appears and in it is a list of all the filters that have been applied. Adding more filters will also display them in the Filters header. If a the list still needs to be filtered but a certain filter is no longer required, click the "(Remove)" button next to the desired filter to remove it. If all filters need to be removed, click "(Remove all filters)".

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11 Searching in the Jobs List If the job number is already known then, rather than using the "Filter..." option to narrow down the results to find it easier, the "Search..." option should be used. "Search..." allows User to enter the number of the job and locate the job without having to look through the list for it. The "Search..." option can be found on all Job Lists and to use it, follow these steps: 1. Select the "Search..." option on any list of jobs to display the Search screen. All that is required in this screen is the number of the job that the User wishes to view. Once entered, click "Search" to search for the number. Note: The Job Number field will only allow numeric values and will display an error if any non-numerical values are entered. 2. If the number was correct, the Job Detail page will be displayed which completely bypasses the Jobs List. If the number was incorrect, a message saying "A job does not exist in the system with the specified ID." is displayed. If the number was correct but the number entered isn't viewable by the current User, a message stating "You do not have permission to view this Job." is displayed.

12 Exporting the Jobs List Sometimes it may be required by the User to view all Jobs in their Jobs List in a single list without switching pages. If that is the case then they can use the "Export" function. "Export" allows the User to export the entire Jobs List to a CSV file. The "Export" option can be found on all Job Lists and to use it, select "Export" on any list of jobs and the list will be converted into CSV format. Select whether to save or open the file and click "OK" or click "Cancel" to cancel the export.

13 Jobs Completed in the last 30 days The Portal provides the User with the ability to view any jobs for any Buildings, they have access to, which have been completed in the last 30 days. This includes all Minor Works, Planned and Compliance, Quote and Reported Jobs which were completed within the last 30 days. Users can also provide feedback on these completed jobs from the Job Detail page. The "Jobs Completed In The Last 30 Days" chart is split to show which of these jobs have received feedback and whether the feedback was positive or negative. Click on the section of the graph for the jobs you want to view. If a type of feedback is not seen on the graph then no jobs have that specific feedback. To provide feedback on a Job, follow the link below:

14 Providing Feedback Once a job has been completed, there is the opportunity to provide Feedback on how well this work was undertaken and also on the general behaviour etc. of the Resource. Feedback is given using the actions "Feedback - Negative" and "Feedback - Positive" on jobs that currently have no feedback provided. If a job has already had feedback provided then the Feedback actions cannot be used. To provide feedback, perform the following: 1. After locating a job that has been completed, the Feedback actions become available. Select the relevant to provide the desired feedback. 2. Upon selecting the feedback type, enter the feedback details in the Feedback field. Once that is done, click "Save". Alternatively, if the incorrect feedback was selected then click the "Cancel" button to return to the Job Detail page. 3. Once feedback has been provided, the feedback actions are locked down and no more feedback can be provided.

15 My Site Compliance The Portal provides Users with the ability to view the compliance levels of their Buildings. This is shown in the "My Site Compliance" widget which provides the option to see how many certificates are against the Users site(s) and how many certificates have been uploaded. By clicking the number of certificates (highlighted in blue) all the latest certificates, against the Users site(s), are displayed. Below is a typical list of certificates. Each certificate has a Certificate Name, an Asset Number (if applicable), a Status which will be either Current (if the certificate is currently valid) or Expired (if the expiry date has passed), an Expiry Date and a Building Name. Clicking a certificate allows Users to download the certificate which they can they save and view as they please.

16 How Do I? The Portal provides the User with the ability to view any Frequently Asked Questions (FAQ) within their business and the answers for those questions. This section can also provide access to User Guides and contact numbers for the helpdesk, if that is what the Client wants to be shown here. This section is completely customisable. These questions will be configured specifically for the Client so this is just a typical example of the widget: Selecting a question will display the FAQ page and will focus the screen to the selected question. Selecting "View all FAQs..." will display the FAQ page from the top.

17 My Building Documents The Portal provides Users with the ability to view any documents (that aren't certificates) that have been uploaded against their Building(s). This is done using the "My Building Documents" widget. These documents can range from Risk Assessments to Floor Plans to Images of the Building itself. Much like "My Site Compliance", by clicking the number of certificates (highlighted in blue) all the documents uploaded, against the Users site(s), are displayed. After clicking the link, the documents are displayed and each one has document name and a type.

18 Portal Tabs The Portal has variety of different tools and functions at the Users disposal and, for easier access to these functions, it is split up into a number of different tabs. These tabs range from viewing jobs to creating jobs to uploading Invoices. Below is a list of the different tabs available in the Portal:

19 Home Tab If there is any need to return to the Home page or to access specific lists that can only be found on the Home page then there is a quick and simple way to do it. By clicking the "Home" tab, the User will be taken back to their Home page (the page that appears as soon as they log in). This is available from every page on the Portal and is the available for every User. See the Home Page page for more information.

20 Jobs Tab The Jobs tab allows Users to view outstanding jobs in a variety of different groups and statuses. It also provides the option to filter the lists and export the lists to Excel. The Jobs tab usually only appears for System Admins, authorisers and Resources. Below are the lists that the jobs are separated into in the Jobs Tab:

21 Outstanding Reactive The "Outstanding Reactive" list shows all the Reactive jobs that have not yet been completed that are associated to the User. Each job shows a "Due" date on which determines if the job is overdue (in red text), if it is due in the next 15 minutes (in orange text) or if there is longer than 15 minutes till the job is due (in green text). The User can change the number of jobs shown on a single page at one time can be amended to suit their preference as well as being able to filter or export the list to Excel. If the initial list is too large, the User will be required to filter the list down before it is displayed. Clicking a job will display the Job Detail page for the selected job. Below is an example of an "Outstanding Reactive" jobs list:

22 Outstanding PPM The "Outstanding PPM" list shows all the PPM jobs that have not yet been completed that are associated to the User Each job shows a "Due" date on which determines if the job is overdue (in red text), if it is due in the next 15 minutes (in orange text) or if there is longer than 15 minutes till the job is due (in green text). The User can change the number of jobs shown on a single page at one time can be amended to suit their preference as well as being able to filter or export the list to Excel. If the initial list is too large, the User will be required to filter the list down before it is displayed. Clicking a job will display the Job Detail page for the selected job. Below is an example of an "Outstanding PPM" jobs list:

23 Outstanding Quote The "Outstanding Quote" list shows all the Quote jobs that have not yet been completed that are associated to the User Each job shows a "Due" date on which determines if the job is overdue (in red text), if it is due in the next 15 minutes (in orange text) or if there is longer than 15 minutes till the job is due (in green text). The User can change the number of jobs shown on a single page at one time can be amended to suit their preference as well as being able to filter or export the list to Excel. If the initial list is too large, the User will be required to filter the list down before it is displayed. Clicking a job will display the Job Detail page for the selected job. Below is an example of an "Outstanding Quote" jobs list:

24 Awaiting Certificates/Readings The "Awaiting Certificates/Readings" list shows all the jobs that require further information or input from the User before they can be completed. Each job shows a "Due" date on which determines if the job is overdue (in red text), if it is due in the next 15 minutes (in orange text) or if there is longer than 15 minutes till the job is due (in green text). This could include such things as a job is awaiting a certificate upload or even a meter reading for an Asset. The User can change the number of jobs shown on a single page at one time can be amended to suit their preference as well as being able to filter or export the list to Excel. If the initial list is too large, the User will be required to filter the list down before it is displayed. Clicking a job will display the Job Detail page for the selected job. Below is an example of an "Awaiting Certificates/Readings" jobs list:

25 Quote Requests The "Quote Request" list shows all the Quote jobs that are awaiting a quote request for by the User before they can be progressed. Each job shows a "Due" date on which determines if the job is overdue (in red text), if it is due in the next 15 minutes (in orange text) or if there is longer than 15 minutes till the job is due (in green text). The User can change the number of jobs shown on a single page at one time can be amended to suit their preference as well as being able to filter or export the list to Excel. If the initial list is too large, the User will be required to filter the list down before it is displayed. Clicking a job will display the Job Detail page for the selected job. Below is an example of an "Quote Requests" jobs list:

26 Authorisations The "Authorisations" list shows all the jobs that authorisation/refusal from the User before they can be progressed. Each job shows a "Due" date on which determines if the job is overdue (in red text), if it is due in the next 15 minutes (in orange text) or if there is longer than 15 minutes till the job is due (in green text). This list is unique in that it is the only one that requires specific permissions before it is visible. Only Users that belong to an authorisation profile will have access to this. The User can change the number of jobs shown on a single page at one time can be amended to suit their preference as well as being able to filter or export the list to Excel. If the initial list is too large, the User will be required to filter the list down before it is displayed. Clicking a job will display the Job Detail page for the selected job. Below is an example of an "Authorisations" jobs list:

27 Asbestos Tab Some Buildings may have traces of Asbestos and will contain an Asbestos record which may need to be viewed by a Resource or a specific User. This can be achieved using the "Asbestos" tab. This tab will display all Asbestos records for Buildings the User has access to, once selected. Each record will show the location of the Asbestos, how much has been located and whether it the Asbestos has been removed or is still present.

28 Application Tab For Users that are likely to use the main Ostara Application, they will need to log into the Portal firstly to download it. To do this, access the "Application" tab. Upon doing so, a link to the download of the application will be displayed. Upon clicking the link, the option to save the setup file will be displayed. Save the file and then run it to start the installation of the application.

29 FAQ Tab The FAQ (Frequently Asked Questions) tab displays all the frequently asked questions, and answers to those questions, all on the one page. The questions displayed are all dependant on the User who is logged in. For more information on this page, see the How Do I? page.

30 Reports Tab The "Reports" tab contains a list of different reports which contain information about specific types of jobs, SLA performance and invoices. The reports available all depend on the access the User has been provided, so there maybe instances where some Users have some reports that others don't. Here is an example of a Reports list: It works in a similar manner to a Jobs list in that the "Filter...", "Export", "Refresh" and number of jobs per page functions exist and perform the same actions. Upon clicking a report, the report is then opened for the User to view.

31 Job Detail Page Once a job has been selected, the Job Detail page is displayed. This page displays all details concerning the selected job such as the job description, the Resource undertaking the job, the agreed attendance time and the job history. The Job Detail page differs depending on the type of job and the Users permission. Here is a typical example of a Job Detail page: The Job Detail page is split up into different areas which contain different information about the particular job and to make the details easier to comprehend. The main Job Details section displays the Building, the Agreed SLA time, Job Status and Description and who will be attending the job (Resource). Next to the Resource is the "Contact Details" button which, once selected, displays the contacts for this particular Resource. The contact that is chosen for the job is determined by the Contact Priority set at Resource level (See <insert link to Prioritise Contacts> page). The contact that has the highest priority is selected as the contact for the job. There is also a "Refresh" button which refreshes the job with any changes that may have occurred whilst the User was viewing the job. The Location section (as shown in the example) displays the location within the Building where the job is to take place. However, if there are Assets associated to the job then this section is replaced with the Assets section. Each Asset has a number of field explaining what the Asset is and where it is located such as the Asset Number, Known As name, Location and Equipment type. The Job History section displays all the events that have occurred on the job from the point of creation to its current state. By default, this section displays the latest 3 events that have occurred on the job but by clicking the "Show all" button, all events are displayed. Selecting an event will populate the Job Event Detail field with the details of the selected event. There is also another section called Actions. This section contains actions that can be performed on the job but these are all permission based. If the User doesn't have the required permission selected, then the action will not appear. This is an example of some actions that are available:

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33 Job Detail Actions On the Job Detail page, it is possible for Users to perform specific actions. The actions that can be performed all depend on certain factors: the status of the job, the type of job and the permissions the User has against their Profile. Below is list of actions that can be performed on a job:

34 Accepting/Refusing Additional Engineers Request After an engineer sends through a request for additional engineers, the Client then has the option to either accept the request or refuse it. This is done by using the "Accept/Refuse Additional Engineers" button. 1. On the Job Detail screen, select the "Accept/Refuse Request Additional Engineers" button to display the Accept/RefuseRequest Additional Engineers pop up. 2. The additional engineers request can be seen in this screen. It shows how many engineers are currently attending the job and how many engineers have been requested for the job, along with any notes relating to the request. If the request is OK and additional engineers are allowed, select "Accept", enter any notes (if there are any) and click "Save". This will then update the number engineers on the job. If the request is unacceptable, select "Refuse", enter any notes as to why the request is being refused and click "Save". The current number of engineers will stay as it is.

35 Add/Edit/View Documents In some cases, Users may have documents/images that relate to a job in which they need to add to a job so that other Users can access them. This can be done using the "Add/Edit/View Documents" button. 1. On the Job Detail screen, select the "Add/Edit/View Documents" button to display the Documents List screen. Note: The functionality of this button depends on the permission of the User. If they only have the View Documents permission, this button will only be selectable if there are already documents uploaded to the job. If no documents exist, then this button will be greyed. If the Add permission is present then this button will work as the below steps state. 2. This screen will display all documents that relate/have been uploaded to the job (excluding certificates), if there are any. Click the "Click to upload a new document, maximum file size 30 MB" button to upload a document. Note: The "Show related documents" button displays all uploaded documents that relate to the job such as Building documents and Certificates. Once the button is clicked, it is replaced with the "Hide related documents" button which, when clicked, hides all the related documents and leaves the documents directly uploaded to the job. 3. Once the "Upload File" pop up is shown, give a description of the document being uploaded. Also, provide the "Type" of the document. The "Type" determines what the document is and selecting different types will display different fields to fill in. For example, as shown below a "Reactive Requirement" document only requires a description. Selecting "Risk Assessment" will require "Valid From" and "Valid To" dates where as selecting an "Image" requires the User to determine whether the Image is "Pre" or "Post" the fault and when it was taken. Once the above has been filled in, select the file to upload by clicking the "Browse" button and locating the file.

36 Once the document details have been entered and the document selected, click "Upload" to upload the document. 4. After the document is uploaded. the Document List is updated with the new document. Click "Done" to return to the job.

37 Add/View/Delete Certificates Certain jobs cannot be completed just by completing the work. Some jobs may require a certificate to be uploaded ad part of the job completion. Uploading certificates can be achieved using the "Add/View/Delete Certificates" action. 1. On the Job Detail screen, select the "Add/View/Delete Certificates" button to display the Add/View/Delete Certificates screen. 2. There are two screens that can appear depending on the settings of the Contract in the system: Per Asset screen or the Per Work Order screen. The Per Asset screen will list the Assets on the job. Select an Asset to upload the certificate to. This will display the Document List screen. Click the link to upload the certificate. The Per Work Order screen will display the Document List screen. Click the link to upload the certificate. 3. Next, choose the certificate that is going to be uploaded and give it a description. Depending on the type of work that took place, it is possible that an service or examination took place. If that is the case then it is possible for the job to "Pass" or to "Fail". Using the Sub Type field, the User can determine whether the certificate being uploaded is a "Pass" certificate or a "Fail" one as well the duration of the certificate (how long it is active for). Select the date the certificate is active from in the "Valid From" field and, depending on the settings of the system, the "Valid To" date will automatically adjust to match the duration of the certificate.

38 Once the details have been entered and the certificate is selected, click the "Upload" button to perform the upload. Note: If the "Valid To" date falls in the past, the certificate will not be uploaded. The "Valid To" date must fall on or after todays date. 4. Once uploaded, click the "Save" button to apply the upload to the job. This will then move the job onto a completed state. If for some reason the certificate isn't required to be uploaded at this point then click the "Return to without saving" to cancel the changes. Note: If the certificate uploaded is a "Fail" certificate then the work will not progress onto a completed state. Instead it will stay at an awaiting further information state until a "Pass" certificate is uploaded.

39 Providing Feedback Once a job has been completed, there is the opportunity to provide Feedback on how well this work was undertaken and also on the general behaviour etc. of the Resource. The feedback provided can be either positive or negative. To provide feedback see the Providing Feedback page.

40 Recall Job There may be the occasion when the User needs the Resource to come back to a job a particular reason,, this may be if the work completed has not resolved the fault, or if the fault has returned after a short period of time. This can be done using the "Recall Job" action 1. On the Job Detail screen, select the "Recall Job" button to display the Recall Job pop up. 2. To recall a job, a Priority must be selected. The list of priorities to choose from are the same as the list located in the Create Job process. After selecting a Priority, provide a note in the Notes fields. Once done, click "Save" to perform the recall. The job will then move back a status of "Pending assign - recalled".

41 Request ETA Update Once a Work Order has been accepted by a Resource but an ETA has not been provided, the User may want to know the ETA for their attendance at site. If that is the case, the User can use one the two request ETA update actions: "Request ETA Update ( )" or "Request ETA Update (Phone)". Request ETA Update ( ) 1. On the Job Detail screen, select the "Request ETA Update ( )" button to display the Request ETA Update ( ) pop up. 2. A message is displayed telling the User an will be sent to the Contractor. Click "Yes" to send the . Clicking "No" will close the pop up and the will not be sent. Request ETA Update (Phone) 1. On the Job Detail screen, select the "Request ETA Update (Phone)" button to display the Request ETA Update (Phone) pop up. 2. The Contact Details, of the highest priority contact of the Resource, are displayed along the ETA and Notes fields. Enter the ETA by manually typing it in or by using the Calendar button to select the time and date and provide any notes that the contact provided. Once done, click "Save" to update the job.

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43 Reschedule the Attendance In certain cases, the Resource or the Client may require the ability to reschedule the attendance of the job. This could be down to the job increasing in urgency or the Resource being held up at another job. If the job needs to be rescheduled then this can be done using the "Rescheduled Attendance" button. 1. On the Job Detail screen, select the "Rescheduled Attendance" button to display the Rescheduled Attendance pop up. 2. To reschedule a job, a Priority must be selected. The list of priorities to choose from are the same as the list located in the Create Job process. After selecting a Priority, provide a note in the Notes fields. Once done, click "Save" to reschedule the attendance. The schedule of the job will then be amended to the newly set schedule.

44 Multi-site Users Some users will have the ability to view jobs across a variety of buildings. These are called Multi-site Users and these usually consist of an admin or head office users to easily access information concerning jobs located in several different buildings. The screen below shows and example of what a jobs list would look like for a Multi-site User : On the jobs screen there two columns: Building No and "Building" and these columns are populated with many different buildings. These can be selected as they normally would and show the details of the job as expected. The jobs shown all depend on the Buildings that the user has access to. Since this is a Multi-site user, it is possible apply a filter that searches for jobs associated with specific buildings. A filter can be applied to both the Building No and "Building" columns. All other functions such as Search and Export work the same as a Single-site user.

45 General Filter There may be certain Users who are not just Multi-Site Users but Multi-Client Users meaning that they will have access to several Clients and the jobs associated to them. To help Multi-Site and Multi-Client Users find the Work Orders required, a filter is available in the Portal called the General Filter. The General Filter provides the ability to filter down what is seen on the Portal by two elements: Client, Building, Type and Groupings. If the Client filter is used, only Work Orders associated to the selected Client(s) will be shown. If the Building filter is used, only Work Orders against the selected Building(s) will be shown. If the Type filter is used, only Work Orders associated to the selected Type(s) will be shown and if the Groupings filter is used, only Work Orders associated to the selected Grouping(s) will be shown. Note, that the filter by Grouping applies to the Grouping 2 field only. Below is what the General Filter looks like: By clicking the Change buttons, the General Filter screen will appear. This is where the desired Clients, Buildings, Types and/or Groupings can be selected/entered and added to the list of what the Portal will filter by. Every time a Client, Building, Type and Grouping is selected, the Selected field is populated with the choice made. Once all the selections have been made, clicking the Select button will apply the filter. Note: Please be aware that both filters will only appear if a Multi-Client User logs in. If a Multi-Site User logs in, only the Building filter will be shown.