How to use To-Do list filters

Background: 

Based on the fact that operators move around and can be working on Line 1 one shift and then Line 2 the next, in Zaptic, by default, they will have access to all CIL tasks. 

It is then up to the operator to filter their To-Do list based on the line that they are working on that shift. 

Extra Information: 

By default, Zaptic will remember the filters selected by the operator. This means that if the operator always works on line 1, they do not need to re-select/re-fitler to this line every shift. However, if the line 1 operator moves to line 2 for a one off shift, they will need to clear and reselect the appropriate line in their to-do list filter. 

This OPL will be split into 3 sections :

A - How to add a new filter

B - How to remove/clear a filter

C - How to change a filter

A - How to add a new filter :

1. New operator logs into Zaptic and lands on the To-Do list. By default, they see all CILs for all stations on all lines. 

2. Press the filter button to open the filter tab

3. Filter by selecting the line you’re working on from the “Assigned to” options then click “Show results”

4. Your To-Do list is now filtered to the CILs for your line 

B - How to remove a filter :

1. The purple counter shows that you have filters (1 or more) selected. Press the filter button to open the filter tab.

2. To remove a filter, press clear all or manually deselect your options :

3. To save the unfiltered view press Show results :

C - How to change a filter:

1. The purple counter shows that you have filters (1 or more) selected. Press the filter button to open the filter tab.

2. De-select any existing filters by pressing the clear all button or manually deselecting.

3.Select your new filter(s) and press show results to save

• Related Articles

• How to add tags to procedures and filter the procedures page

  Background:  Within the Zaptic portal, the procedure page can be organised by implementing tags which allow you to filter the procedures shown. Implementing tags will allow for easier navigation within this page of the portal and will help you group ...

• How to use the troubleshooting page within the app

  1. To access the troubleshooting page, you first need to navigate to the settings cog found in the top left corner of the to-do list page of the app -  2. Then select the troubleshooting section -  3. This page can be used to check for any un-synced ...

• How to access and use report audit trails within the Zaptic app

  1. Report audit trails can be accessed on completion of a new report, by selecting a report from the done tab within the app (found on the to-do list page), or by using the unit search page to access completed reports against a given unit -  Unit ...

• Understanding Units - The basics

  Within Zaptic, Units represent the hierarchy of factories or products, against which reports can be submitted. An example of a common unit hierarchy within Zaptic can be seen below - Location > Site > Department > Line > Machine Each of the above ...

• Super-user training - app articles

  These articles provide an overview of the super-user training that showcases the Zaptic App Overview of the App and its pages - Understanding how to navigate the Zaptic App - The five main areas How to find the version of the app you are using How to ...