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How to filter for different states or due/overdue records
How to filter for different states or due/overdue records

Includes finding which records have been archived

Charlotte Cannon avatar
Written by Charlotte Cannon
Updated over a week ago

You'll want to know at a glance which records are overdue for inspection, or maybe how many have been marked as 'Missing'. Papertrail includes a filters feature to display the records that have a particular state or are due or overdue for inspection.

Web application

The filters are displayed on your account Dashboard, or you can also click on the Filters tab on the left hand panel.

The records with Inspections Due and Overdue are shown at the top.

The Retire filter will show you which records are due to be retired soon based on their 'Date for retirement' field.

The Archived filter is used to find records previously inspected as 'Retired' which are now 'hidden' in your account.

The other filters are based on the different inspection states you have in your account. These states will vary based on what account you are in. Click on the number next to a filter name to view the records. When a filter is applied, the filter will appear in the top bar.

To clear the filter, click on the X next to the filter or Clear All to remove.

Mobile application

Filters are shown on the mobile app on the dashboard. Scroll sideways in the dashboard screen to view each filter, and click on the number to display the records. Click Change in the top right to clear the filter. 

Please note - If you can only see 'Due' and 'Overdue' filters, update your Papertrail mobile app to the latest version. The Archived filter is not currently available yet in the mobile app.

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