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Filtering Dockets for Supervisors in Docketbook

This article will walk you through how to efficiently filter and locate specific dockets within your Docketbook account. You will be able to sort by organisation, operator and supervisor.

1. Click on the Dockets tab, then access the settings icon. From there, scroll down to the bottom of the Configure Columns page and select the option to + Add Custom.

Add Custom

2.  You will then be able to double click to select a Docket.

Select Docket

3. Select the Supervisor Name Field 

Supervisor

4. Once you have the Supervisor in the Configure Column list, select Update

Update-2

5. Once the Supervisor is added to your columns you can then click the filter icon and select Supervisor.

Filter

6. You will then have the option to type in the Supervisor's name, allowing you to filter the results and view only the Dockets associated with that individual.

Supervisor Name

For any further help, please contact support@docketbook.com.au