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Filtering the Pairings screen

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1       Introduction 

Filtering the Pairings screen 

This topic explores how to filter results from the Pairings screen using different methods. 

We estimate that this will take 5 minutes to complete.

2       Detailed Explanation 

To show you how filtering the pairings in the Pairings screen works, let's proceed to the Pairings screen. 

Interaction 1

Interaction 1 Click the Pairings tab.

Interaction 1

Interaction 1 Click D3001.

To see the details for a pairing, expand it by clicking on the text of the pairing number (not the checkbox) 

You can see the details of this pairing in the resulting text. 

Interaction 1

Let's expand another pairing. 

Interaction 1 Click D3002.

Interaction 1

To collapse an expanded view, click the pairing number again. 

Interaction 1 Click D3002.

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Repeat that step to close bid D3001 also. 

Interaction 1 Click D3001.

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Interaction 1 Click the Sort By dropdown button.

Currently, the display shows sorting on pairing number. You can sort the display bu a variety of different parameters, which are listed in the dropdown list. 

Interaction 1

Let's sort by check-in time. 

Interaction 1 Click the Check-In Time list item.

Notice how the pairings are now shown in order of check- in time? 

These circles identify the start date of the pairing. This pairing has multiple circles on the dates representing the scheduled operating dates.  

Let's scroll down the pairings list now. Use your mouse wheel to do this, or if you have a touch screen, you can tap and drag.

For the purposes of this simulation, click Next and the display scrolls down for you. 

You can filter the pairings shown in the bulk of this display by one or multiple attributes using the Pairing Preferences pane. 

For the purposes of this demonstration, let's imagine that we want to see pairings that have an average daily credit that is more than 5 hours.

Interaction 1

ATTENTION 

Most people are inclined to select the check box next to the pairing preference, but this check box only exists to show you which of the filters you have activated. When creating a filter, don't click the check box. Click the text (unless you know there are no sub-options available to you; we'll learn about this later).
 

Interaction 1 Click Average Daily Credit.

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Interaction 1 Click the Select dropdown button.

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Interaction 1 Click the Greater Than > list item.

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Interaction 1 Click the Hours combo box.

You can use the up and down arrows to change the time, or simply type a value directly into the input field, which is what we will do. 

Interaction 1

Interaction 1 Press the backspace KeySymbol:8 key.

Interaction 1

Interaction 1 Enter 5 into the Hours field.

Interaction 1

Interaction 1 Click the Apply button.

Now that the filter parameters are built, you must apply the filter (which activates the check box mentioned earlier). 

Interaction 1 Click Filter bar.

The filter displays on the Filter Bar at the top of the screen. 

The overall effect of this filter is that there are 302 pairings that meet the filter criteria out of the total number of pairings available (477). 

The results of the filter display in the Pairings screen.

Interaction 1

You can apply more than one filter at a time, so let's build this filter up by adding a preference for layovers to it. 

Interaction 1 Click Layover.

Interaction 1

Interaction 1 Click Stations.

Notice how this filter has different sub-menus in it compared to the last filter we built? This is because N-Crew (PBS) shows only the relevant options depending on the filters already selected. 

Let's add a filter that requires a layover in selected stations. 

Interaction 1

Interaction 1 Click the None Selected dropdown button.

The If and If Not buttons perform the following functions:

 

If - If the stations meet the criteria, then they are shown in the results.

 

If Not - excludes the selected stations.

Interaction 1

Interaction 1 Click the CLE list item.

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Interaction 1 Click the DFW list item.

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Interaction 1 Click the Apply button.

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Interaction 1 Click Back To Layover.

Note the reduction in pairings as a result of the filter. 

Interaction 1

Interaction 1 Click Back To Pairing Preferences.

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Interaction 1 Click the Reset button.

Now, let's reset the filters and apply some different ones. 

Interaction 1

Interaction 1 Click the Depart On list item.

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Interaction 1 Click the Dates Range list item.

Now let's select the date range indicating the pairings including a departure date.

Interaction 1

Interaction 1 Click 01.

Select the first date of the date range (Feb 1, 2021). 

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Interaction 1 Click 10.

Select the last date of the range (Feb 10). 

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Interaction 1 Click the Apply button.

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Interaction 1 Click Back To Depart On.

Again, note the pairings shown already account for the filter in use. 

Interaction 1

Interaction 1 Click the Reset button.

The date range filter is applied and the results display on the Pairings screen. 

Green circles denote the pairings with dates that meet the defined criteria. Because the date range is the 1st to the 10th, the 7th meets the criteria, and so is highlighted. 

Interaction 1

Interaction 1 Click the Depart On list item.

Let's apply a different date range filter, one that excludes a date range from the pairings you want to see. 

Interaction 1

Interaction 1 Click the Dates Range list item.

Interaction 1

Interaction 1 Click the If Not button.

To make this an exclusion of a date range, use the If Not button. 

Interaction 1

Interaction 1 Click 01.

Interaction 1

Interaction 1 Click 10.

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Interaction 1 Click the Apply button.

Interaction 1

Interaction 1 Click Back To Depart On.

All the pairings that are not in the date range display. The green circles denote the dates that meet this "If Not" criteria. 

Interaction 1

Interaction 1 Click Back To Pairing Preferences.

Interaction 1

Let's reset these filters and work through a different example. 

Interaction 1 Click the Reset button.

Interaction 1

Interaction 1 Click Pairing Check-In Time.

In this example, let's filter pairings based on their check-in times. 

Interaction 1

Interaction 1 Click the Time list item.

Interaction 1

Interaction 1 Click the Select dropdown button.

Interaction 1

Interaction 1 Click the After > list item.

HINT 

When using a filter, it's typically not recommended to use the "Exactly" filter. 

If for example we selected "Exactly 8am", the system filters the vast majority of the results and displays only these pairings. It is often better to use the "After", "Before", or "Range" filters, as in this example, to avoid the results being too restricted.

Interaction 1

Interaction 1 Click the Hours input field.

Interaction 1

Interaction 1 Press the backspace KeySymbol:8 key.

Interaction 1

Interaction 1 Press the backspace KeySymbol:8 key.

Interaction 1

Interaction 1 Enter 10 into the Hours field.

Interaction 1

Interaction 1 Click the Apply button.

Interaction 1

Interaction 1 Click Back To Pairing Check-In Time.

The filter is applied and the results display on the Pairings screen.

You can build on this basic filter by adding a second parameter. 

Interaction 1

Interaction 1 Click Back To Pairing Preferences.

Interaction 1

Interaction 1 Click the Enroute Check-In Time list item.

Add enroute check-in time as a second parameter.  

Interaction 1

Interaction 1 Click the Every button.

Let's look for all pairings that have check-in after 10am only: in other words, every check-in after 10am. 

Interaction 1

Interaction 1 Click the Select dropdown button.

Interaction 1

Interaction 1 Click the After > list item.

Interaction 1

Interaction 1 Click the Hours input field.

Interaction 1

Interaction 1 Press the KeySymbol:8 key.

Interaction 1

Interaction 1 Press the backspace KeySymbol:8 key.

Interaction 1

Interaction 1 Enter 10 into the Hours field.

Interaction 1

Interaction 1 Click the Apply button.

The results in the main pane update. In this example,146 pairings meet the criteria out of a possible 477 pairings. 

SUCCESS 

Congratulations! You successfully filtered results.

 

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