Column Selector

The request list provides a set of tools to enable you to efficiently process individual requests. By default the list will show all requests assigned to you that not closed. Any requests that have a new update are highlighted in yellow in the list.

To Assign – One of more requests maybe selected in the check box on the left which will add an assignment to the toolbar. Select that and assign the selected requests to a team or an individual.

To Add to a Board - One of more requests maybe selected in the check box on the left to add to a Board. Use to add them.

To Change the view – On the Request list tool bar select the Column manager .Add or remove columns as needed to the displayed columns list. If you have small screen resolutions you can choose which columns to hide here. Revert option will change back to the defaults.

Also if you hover over any individual request or reference number a popup summary will open.

To Filter - On the request list toolbar there are number of ways to filter:-

1. By type – Select which type of request (e.g. Incident, Change etc.) you are interested on or all.
2. By assignment – Select me for calls assigned to me, or team. If you are a member of more than one team you will see a pick list of teams and an all option.
3. By Custom filter – You can set up your own custom filters that can be nested and saved for reuse. Just select the filters and add new…

To Search for a request - Using the Search box at the top of the screen, select requests and enter the text you are searching for. It will return results from all requests. You can use a wild card ‘*’ to the end of the search text or search for a string using double quotes (e.g. ”Search for “). Search will look at these fields:-

• Summary
• Description
• Status
• Reference #
• Request type

To Sort - Select the column name in the request list you want to sort and click once. Click a second time and the sort order is reversed. Note - some columns are not able to be sorted like response and resolution timers status.

To Print – Select and then print. The existing request list will formatted and available to be printed.

To Export – Select and then export. Specify which fields you need then export. The existing request list will placed in CSV file for you.