Themes and Filter Groups

A theme is a group of named settings saved for later use, such as a grid layout or sort theme. Themes are either public or private. A public theme is available for use by all PCS users. A private theme is available only to the user who creates it.

Several installed themes are provided with the PCS software installation. PCS installed themes are public themes available to all PCS users. These themes are identified with a icon and [PCS], such as [PCS] Test Point Inspections.

A filter group is a named set of one or more filters that determine the data output in the Define Routes grid and subsequently, the route itself.

When you add a filter group, you define filter conditions that determine which records to include or exclude in the Define Routes grid and the route. Adding an AND filter group produces a subset of records that meet all filter conditions. Adding an OR filter group produces a subset of records that meet any filter condition. When you apply a filter group, PCS processes filters in descending order beginning with the filter at the top of the group.

The following sections describe how to add a layout theme, sort theme, and one or more optional filter groups:

• Add a Data Grid Layout Theme

• Add a Sort Theme

• Add, Edit, and Apply an AND or Or Filter Group

• Work with Form Themes