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Bookmarks and Saved Filters

How to save meaningful searches to help organize your inspection data

Seth Nickinson avatar
Written by Seth Nickinson
Updated over a week ago

Pioneer has a powerful capability to save and return to any meaningful filtered set of inspections. We call these "Bookmarks."

Short version:

To save a filtered set of inspections, simply click the "+" icon in the center of your screen, and name the Bookmark.

It will appear as a tab that you can navigate back to later.

Detailed Version

Step 1: Create a Meaningful Filtered Set

You can Search & Filter inside Pioneer by all kinds of criteria. In this case, a user has filtered to the City of Easton.

In this next case, the user has filtered for Vitrified Clay Pipe (VCP) where the condition assessment showed any single condition with a grade of 4 or 5, on Main Street.

Step 2: Save the Bookmark

Click the "+" icon above the table on the main page. This will allow you to save a name for this filtered set.

Step 3: Use Your Bookmarks

Your bookmarks appear as "tabs" in the center of the page, and in the left-hand navigation. Clicking them in either place will return you to the filtered set.

Note: ห†bookmarks are dynamic. If you add more data that meets the criteria, those inspections will be added to the set on a running basis.

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