More detailed information on Grouping, Sorting and Filtering may be found in the "Customising a View within Prime" section.
Grouping
By default, the list will be grouped by Building and Scheme Reference. An alternate or additional grouping may be applied using any of the standard column headings within Prime.
To group by a field already included in the Column Headings (for example, date of the Planned Working (Planned (W)) Inspection):
| 1. | Drag "Planned (W)" from the Column Headings to the Grouping Area. |
| 2. | The Inspections Due screen will automatically refresh to reflect the new grouping. |
To group by a field NOT included in the Column Headings (for example, Due Date of the Working Inspection (Due Date (W)):
| 1. | Right-click in the Results area and select View Options > " Edit Displayed Data" from the subsequent menus. |
| 2. | Drag the "Due Date (W)" field name from the Customization pop-up box to the appropriate point in the Grouping area and release the mouse button. |
| 3. | Close the Customization box (click the cross in the top right-hand corner) to refresh the view of the data. (NOTE: The data refresh may take up to a minute to complete depending on the quantity of data affected. Do NOT attempt to re-close the Customization box whilst the data refresh is in progress). |
To remove a grouping:
| 1. | Right-click in the Data Area and select View Options > " Edit Displayed Data" from the subsequent menus. |
| 2. | Drag and drop the required field name into the Customization box. (NOTE: If a filter has not been removed before the Grouping is undone, the filtered view of the data will continue to be presented.). |
| 3. | Repeat Step 2 as required. |
| 4. | Close the Customization box (click the cross in the top right-hand corner) to refresh the view of the data. (NOTE: The data refresh may take up to a minute to complete depending on the quantity of data affected. Do NOT attempt to re-close the Customization box whilst the data refresh is in progress). |
Sorting
To sort the data by a particular group, click the appropriate group heading. To clear a sort, right-click in the Grouping Area and select View Options > "
Clear Sort" from the subsequent menus.
Filtering
To apply a filter, click the down arrow on the appropriate group heading and select the required criteria. To remove a filter, click the down arrow on the group heading and select the (All) option from the subsequent listing.