Scheduling
How does ControlBoard® let us choose the filters each screen offers?
ControlBoard lets administrators and managers decide which filters each screen offers, what they are called and which
show from the start, for everyone in the company. Filters can be added on the company’s own fields, renamed to the
company’s words, reordered or hidden. Every screen that lists jobs, people or equipment can filter by division and
type. Administrators also keep shared views: named filters saved for everyone, which can open by default. Hiding a
filter never changes what a person may see, because access is set by their subsidiaries. One reset returns every
screen to the standard filters.
What you can do with it
- Choose the filters each screen offers
- Rename and reorder a screen's filters
- Keep company-wide views
Used by: administrators, managers
More about scheduling in ControlBoard
Already a customer? The step-by-step is in Help inside ControlBoard.
Updated
Common questions
Can we save a filtered view for the whole company?
Yes. An administrator saves a named view from a screen and shares it with everyone or chosen people. A shared view
can open by default, so a superintendent lands on their own jobs. Only administrators change or delete shared
views.
Can we rename filters to match our own words?
Yes. Each filter on each screen can take your company’s name for it, move up or down, start on the bar or wait
behind a menu. Clearing the name puts the standard one back.
Does hiding the subsidiary filter change what people can see?
No. Hiding a filter only removes the chip. What each person may see is set by the subsidiaries on their user
record, so security never depends on how a screen is filtered.
Related answers
How does ControlBoard® keep a company's schedule activities consistent?How does ControlBoard® let us set it up for the way our company works?How does ControlBoard® let us add our own fields to jobs and resources?How does ControlBoard® organize a company into divisions?How does ControlBoard® keep track of our employees, equipment and other resources?