How Do I Filter the System Matrix?
The filter can be used to display specific types of information relevant to your needs. You can select multiple filters and also have the option to save them for future use. The matrix is accessible across several modules within the system, including Subcontractors, Sub-subcontractors, Stores, People, and Jobs.
To Access the System Matrix:
- Go to the relevant module (all modules are located on the left column).
- Click Matrix at the top of the page.
To Filter the System Matrix:
- Go to the relevant system matrix you want to filter.
- Click Filters in the top right corner.
- A list of options will show that you will be able to filter.
- Click the down arrow beside the option heading.
- Select from the dropdown options what you want to show.
- Click X at the top of the page.
To Save a Filter:
- Select the data you want to save from the dropdown options.
- Click Save Filters.
- You can access your saved filters by choosing from the dropdown options under Saved Filters.
To remove a filter:
- Click Filters at the top right corner of the page.
- Click the red paint brush icon beside the option you previously selected.
- Click X at the top of the page.