Ticket Filters Configuration

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:                                                                                                                                                                                     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