Ticket Filters Configuration

Use the Filter feature to create filters that determine what tickets appear on the Ticket Summary page.

To configure filters for work items (People, Work and Assets), see Filter Configuration.

Default Filters

The system provides a default filter for each user.

Filter Summary

Filters are displayed in a list on the right of the Filter Summary.

Columns can be sorted alphabetically (A-Z or Z-A) by clicking the column headings.

Action Description
Add a Filter See Create or Modify Filter, step 2, below
Configure Group for Filter
  1. Find filter: See Find Filter in row below
  2. Check the filters you want to configure the group for. Click Save
  3. In the bottom left corner, in the Group Name dropdown list, click the group you want to add the filters to. Click Save
  4. The Filter Summary page appears.
Find Filter

There are two ways to find filters:

  • In the lower right corner, click the page number links to locate filters
  • Above the list of filters, in the Columns dropdown list, click a column, type your search, and click Search ( )
Modify Filter

See Add or Modify Filter, step 2, below
Restore Default Filters
  1. In the upper-left corner, click Restore Default Filters
  2. On the Restore Default Filters page, check the filters you want to restore. Click OK
  3. On the Restore Confirmation page, click OK
  4. The Filter Summary page appears. On the Ticket Summary page, the restored filters are listed in the Filter dropdown list in the bottom left corner
View Filter

To see a filter, click the filter Name in the Name column which opens the Filter Details page for that filter.

 

  1. On the top menu bar, click Tickets>Filter Configuration

  2. On the Filter Summary page, create or modify a filter:

    Action Description
    Create
    1. In the upper-left corner, click Add a Filter
    2. On the Add Filter page, fill in the Name and Description fields. Click Add
    3. The Filter Detail page appears for the filter you created. Go to step 3
    Modify
    1. In the Name column, click the Name of the filter you want to edit. Go to step 3

  3. On the Filter Detail page, in the Tasks column on the left, click an option to modify the filter:

    1. On the Filter Detail page, click Add a Criterion

    2. On the Add a Criterion for Filter page, in the Filter By dropdown list, click the filter type. Some criteria need explanation:

      Criterion Description
      Additional Classification Company decides the name of the classifications. Advanced option
      Amount of Time until Auto-Processing Result is Applied Enter the amount of time (days, hours, minutes) the system delays applying auto processing rules to tickets
      Amount of Time until the Ticket is Due Enter the amount of time (days, hours, minutes) the system delays the ticket due date
      Auto-Processing Result

      Choose the auto-processing result:

      • Assigned
      • Assignment Recommended
      • Folder Recommended
      • None
      • Put in Folder
      • Response Added
      • Response Recommended
      Auto-Processing Type
      Choose the

       

      Auto Processing Type Description
      Address The street name and address number from the ticket
      Address (adj place used) The dig site location is found at an address adjacent to the original address in the ticket
      Between The location is on a street that runs between two parallel streets (between two intersections)
      County The county in the address
      Grid The One Call Center provides grid data in the ticket, if applicable. Some grids are converted to latitude/longitude data. Not commonly used
      Intersection

      Intersections are defined by One Call Centers on each ticket and usually have these elements:

      • Two streets that cross each other
      • Additional information (landmark, one of the four corners, etc)
      • Part of the dig site

      Example: Intersection: The northwest corner of 1st street and Main street
      Keyword Keywords are defined by your company to easily find tickets, for auto-processing, to trigger ticket notifications, or to highlight information in the ticket
      Map, Page, Cell Type the Map, Page, and Grid Cell values from the ticket
      OCC Dig Area

      The One Call Center (OCC) dig area contains the latitude and longitude coordinates from the One Call Center ticket (can also contain grid data). This dig area is a shaded box

      If you chose OCC dig area and a geocode, then choose order of geocode application. If you do not check OCC dig area, then the order does not matter

      Recommendations

      • Use OCC Dig Area, if possible
      • Avoid using County, Place, and Street
      Parcel The parcel of the address from the ticket. The parcel shows the legal boundary of the address
      Place The official boundaries of the city
      State, County, Place

      Select the State from the dropdown list

      Type or the County and Place

      Street The name of the street or road
      Township, Range, Section, Quarter

      Type the Township, Range, Section, and Quarter from the ticket

      The three largest units from the United States Public Land Survey System (PLSS), also known as Congressional townships or survey townships. The units in the system from largest to smallest: Township, Range, Section, Quarter/Quadrangle/Quadrant

      Not commonly used
      Ticket Update Rule Ticket update rules are part of the Auto Process Override Rules

       

       
      Creation Date The date ticket was created in the system
      Dig Site Area Size Enter area size (usually square feet) to find tickets in the area on the Summary page
      Digsite Distance to User The distance from the center of the digsite to the location of the last action taken by the user (usually based on the GPS of the user's mobile device)
      Distance from OCC Dig Area to Geocoded Digsite The distance from the One Call Center (OCC) Dig Area to the geocoded digsite. Both have latitude/longitude coordinates. The OCC Dig Area may contain grid data
      Due Date The deadline for completing the item (date and time)
      Due Time Renegotiation Count The number of times the due time was renegotiated
      Facility Type Allows search by facility type, if enabled. Facility types are created by the company. Advanced option
      First Folder First folder ticket was placed in
      First Response First response entered on ticket
      Folder the Ticket is Currently in Search by columns and list of folders created by user: System Management ( ) > Administration > General > Folders
      Has Attachments Tickets that have attached files
      Job Number A number used by excavators to identify jobs. Multiple tickets can have the same job number.
      Last Note The text of the most recent note
      Last Note Date The date of the most recent note
      Last Response Last response entered on a ticket
      Last Response Date The date and time of the most recent response on a ticket
      Last Response Note The last note on response
      Legal Date The date a ticket is legally due (due date required by law)
      Locate Date Time the locate was performed
      Machinery Equipment used by the excavator
      Meeting Date Meet Date time from ticket
      Not Reached Attempts The number of your failed tries to contact the excavator
      Person the Ticket is Currently Assigned To The user the ticket is assigned to
      Previous Response The response before the last response
      Quadrant

      The smallest unit from the United States Public Land Survey System (PLSS), also known as Congressional townships or survey townships. The units in the system from largest to smallest: Township, Range, Section, Quarter/Quadrangle/Quadrant.

      One Call Centers provide this data on tickets, if applicable. Not commonly used
      Registration Code The registration code (CDC code) is provided by your company
      Related Item The items that are linked to this item
      Response Due Date The date by which a ticket must be responded to (the deadline for responding)
      Reviewed Indicates if ticket has been reviewed (Yes/No)
      Route the Ticket is Currently In Choose the user whose route the ticket is in
      Secondary Review Required When Tickets have been responded to and the administrator decides tickets meeting certain criteria should be reviewed, this filter retrieves such tickets
      Smart Score Smart scores are listed by name
      State, County, and Place

      Select the State from the dropdown list

      Type the County and Place

      Status

      The status of the ticket results from actions taken by users or your company’s auto processing rules. There are four ticket statuses, all of which are system defined. A status is either open (user can work on it) or closed (user cannot work on it):

      • Assigned (open): Ticket that has been assigned to a locator or contract locator
      • Closed: Ticket that is closed
      • In Ticket Folder (open): Ticket was placed in a folder by a user or an auto-processing rule
      • Pending Your Research (open): Research needed because no auto processing rules applied, no rules were recommended, or the ticket matches multiple rules
      Ticket Type Based on ticket type provided by the One Call Center
      Ticket Type Category

      The standard ticket type categories:

      • Aerial
      • Damaged Utility
      • Design
      • Emergency
      • Meet
      • Recall
      • Regular
      • Revision
      • Short
      Tickets with Multiple Versions Tickets with the same identification number (Ticket ID) are versions of the same ticket
      Work Start Date The date the work will begin based on the One Call Center ticket

    3. Click Next to make your edits
    4. Click Finish. The Filter Detail page appears

     

    1. On the Filter Detail page, click Delete Criterion from this Filter
    2. On the Delete Criteria for Filter page, check the filters to be deleted
    3. Click Delete. The Filter Detail page appears

     

    1. On the Filter Detail page, click Modify Name and Description for this Filter
    2. On the Modify a Filter page, make your changes to the Name, Description, or Group Name fields
    3. Click Save. The Filter Detail page appears

     

    Once a filter is used, there is no way to remove it from the Filter dropdown lists on Ticket Summary page except by:

    • Deleting the filter from the system. On the Filter Detail page, click Delete.
    • Change the group permissions so the group that no longer needs the filter no longer sees it. For details, see Groups

     

    Click Use this Filter to add the filter to the Filter dropdown list in the bottom right corner of the Ticket Summary page

     

    Click Go to Filter Summary to return to the Filter Summary page