Over time, as you and your team spot issues and correct them, you may find the list of actions increase in quantity and become harder to manage. In this scenario, you can use the filtering and sorting options in iAuditor to narrow down the list and access the actions that you need to view and update or export to CSV easily!

This article shows you how to filter and sort your actions list on both the web app and the mobile app.

Before you begin

Keep in mind that the filtering and sorting options between the web app and the mobile app are slightly different. But for both platforms, the filters or sorting order you apply to your actions list will remain until you change them, even if you log out of the iAuditor web app or close the iAuditor mobile app. This means that actions that are most important to you are always at the top of your list, without you having to apply the same filters or sorting order each time you launch iAuditor!

Filter actions

Web app

  1. Log in to the iAuditor web app.
  2. Select “Actions” from the menu on the left-hand side.
  3. Click “+ Add Filter” on the upper-left of the list and select from the filter options:
    Status: Select the status(es) you wish to filter by.
    Assignee: Select the assignee(s) you wish to filter by.
    Site: Select the site(s) you wish to filter by.
    Template: Select the template(s) you wish to filter by. This is not applicable for standalone actions.
    Inspection: Select the inspection(s) you wish to filter by. This is not applicable for standalone actions.
    Creator: Select the creator(s) you wish to filter by.
  4. Click “Done” once you’ve selected the items to filter by.
  5. This refreshes the list to show only actions within your filter.
  6. You can repeat from step 3 to stack multiple filters and narrow down your list even further. Or click “X” on existing filters to remove and start again.

Mobile app

  1. Open the iAuditor mobile app.
  2. Tap on “Actions” at the bottom of your screen.
  3. Tap the icon at the upper-left of the actions list.
  4. Select from the filter options:
    Status: Select the status(es) you wish to filter by.
    Site: Select the site(s) you wish to filter by.
    Assignee: Select the assignee(s) you wish to filter by.
  5. Return to the actions list by tapping the arrow on the upper-left for Android devices or “Done” on the upper-right for iOS devices.
  6. This refreshes the list to show only actions within your filter.
  7. You can repeat from step 3 to stack multiple filters and narrow down your list even further. Or tap “X” on existing filters along the top of the actions list to remove and start again.

Sort actions

Web app

  1. Log in to the iAuditor web app.
  2. Select “Actions” from the menu on the left-hand side.
  3. By default, the list is sorted by “Modified date”, from the most recently modified.
  4. Click the blue text above the actions list, next to the up or down arrow, to sort by other options:
    Creation date: Sort by action creation date.
    Due date: Sort by action due date.
    Modified date: Sort by action last modified date.
    Priority: Sort by action priority.
  5. You can also click the arrow to sort the list in order based on the option you’ve selected:
    Creation date: Down arrow sorts from the most recently created action. Up arrow sorts from the oldest action by creation.
    Due date: Down arrow sorts from actions without due dates selected. Up arrow sorts from the action with the oldest due date.
    Modified date: Down arrow sorts from the most recently modified/updated action. Up arrow sorts from the oldest action by date modified/updated.
    Priority: Down arrow sorts from actions with “High” priority. Up arrow sorts from actions with no priority assigned.
  6. Repeat from step 4 to sort your list in different orders.

Mobile app

  1. Open the iAuditor mobile app.
  2. Tap on “Actions” at the bottom of your screen.
  3. By default, the list is sorted by “Last updated”.
  4. Tap the dropdown menu next to the filter icon at the top of the actions list.
  5. Select from the sorting options:
    Last updated: Sort from the most recently modified/updated action.
    Due date: Sort from the action with the oldest due date.
    Date created: Sort from the most recently created action.
    Priority: Sort from actions with “High” priority.
  6. Repeat from step 4 to sort your list in different orders.
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