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Search and Filter Job Groups

Job Groups in IronSight allow you to quickly navigate jobs based on where they sit in the job lifecycle, helping you focus on the right work at the right time.

This guide walks you through what groups are, how they work, and how to use them to efficiently search, sort, and filter your jobs.

1. What Are Job Groups?

A Job Groups is a pre-defined group of jobs organized by their job status.
They map directly to the major stages of the job lifecycle:

Request → Schedule → Complete → Approve 

Each group represents a “work mode” and shows only the statuses relevant to that mode. Groups helps reduce the number of jobs you must visually manage at once, and improves speed when switching between job lists. 

2. The Job Groups & What They Mean

Queued

  • Statuses: Requested, Assigned to Pool, Assigned to Service Provider

  • Purpose: Monitor new requests, organize, and dispatch

  • Default date range: All dates (Date range applied also gets applied for the dispatched group).

  • Sorting options: Created date, Last modified, Start date, Status, Job Number, Resource, Field Worker.

Dispatched

  • Statuses: Scheduled, Active, Paused

  • Purpose: Monitor progress & update active Jobs.

  • Default date range: All dates. (Date range applied also gets applied for the dispatched group).

  • Sorting options: Created date, Last modified, Start date, Status, Job Number, Resource, Field Worker.



Completed

  • Status: Completed

  • Purpose: Correct data, add supporting documents

  • Default date range: Past 3 Months. (Date range applied also gets applied for the Pending Approval, Rejected, Approved, Cancelled groups).

  • Max range: One Year

  • Sorting options: Created date, Last modified, Start date, Status, Job Number, Resource, Field Worker.

Pending Approval

  • Status: Pending Approval

  • Purpose: Approve or reject completed jobs

  • Default date range: Past 3 Months

  • Max range: One Year

  • Sorting options: Created date, Last modified, Start date, Status, Job Number, Resource, Field Worker.

Rejected

  • Status: Rejected

  • Purpose: Review, correct, and resubmit

  • Default date range: Past 3 Months

  • Max range: One Year
  • Sorting options: Created date, Last modified, Start date, Status, Job Number, Resource, Field Worker.

Approved

  • Status: Approved

  • Purpose: Back-office review, sync, reference

  • Default date range: Past 3 Months 

  • Max range: One Year
  • Sorting options: Created date, Last modified, Start date, Status, Job Number, Resource, Field Worker.

Canceled

  • Status: Canceled

  • Purpose: Reference only

  • Default date range: Past 3 Months

  • Max range: One Year
  • Sorting options: Created date, Last modified, Start date, Status, Job Number, Resource, Field Worker.

Archived

  • Status: Any

  • Purpose: Long-term reference

  • Default date range: Past 3 Months

  • Max range: One Year
  • Sorting options: Created date, Last modified, Start date, Status, Job Number, Resource, Field Worker.

3. How to Navigate Groups in IronSight

Accessing Groups

On the Jobs List, you’ll see a left-side panel that displays all groups.

  • The panel can be expanded by click on the "> " button to show bucket names

  • Or collapsed using the "<" button  to show only the status icons, giving you more screen space.

  • You can click any group icon or title to switch to that bucket.

4. Using Filters with Groups

Any filters you’ve applied (including saved filter sets) apply across all groups.

This means you can:

  • Filter by location, job type, resource, etc.

  • Then click through Queue → Dispatched → Completed.

  • And see only the jobs that match your filter within each group.

To search:

  1. Use the filter bar at the top of the jobs list

  2. Filter by:

  3. Your search automatically filters the jobs within the bucket you’re in

Important Filter Rules

  • Saved filters that include job statuses or date ranges will ignore those parts
    because groups now control job statuses & date ranges themselves.

  • If you change the sort order within a bucket, it applies only to that bucket. 

5. How Sorting Works in Groups

Every bucket allows custom sorting based on relevant attributes, including:

  • Created date

  • Last modified

  • Planned start (or Start date)

  • Status

  • Job Number
  • Resource
  • Field Worker

To sort:

  1. Select the Sort dropdown.

  2. Pick the field you want to sort by.

  3. Your selection applies only to the current bucket.

Frequently Asked Questions

Can I make my own groups?

No, you can’t create custom groups.
But you can create saved filter sets and then move through groups with those filters applied.

Does everyone see the same groups?

Yes, groups are standardized across IronSight.

What bucket opens by default for new users?

Queue.

Can I view all job statuses at once?

Yes .()

Why do some groups contain multiple statuses (e.g., Queue, Dispatched)?

Because those statuses represent the same work mode:

  • Queue = not yet assigned.

  • Scheduled/Dispatched = assigned but not completed.

Tips for Working More Efficiently with Groups

  • Start your day in Queued to review new requests.

  • Switch to Dispatched to track work in progress.

  • Review Pending Approval to keep billing flowing smoothly.

  • Use Completed & Rejected to submit Jobs for approval, resubmit.

  • Use Approved, Canceled, and Archived for reference and audit needs.

  • Apply saved filters (by area, shift, client, asset type, resource)
    and move through groups specifically for that filtered view.