Portal Guide - Request List functions

Customise your requests view

Follow the instructions below to personalise the requests view by adding or removing columns to suit your needs.

1. Click on the cog button on the top right corner
2. Check the fields you want to see and deselect the fields you want to hide. Once you are happy with your selection, click ‘OK’ to set up your new requests view.
   
   

Video instructions

Filter your requests

Follow the instructions below to find specific requests using the filtering capability:

1. Click on ‘filter requests’ in the top left corner.
   
    

2. Filter using the fields provided (e.g. NMI, address, status). Scroll down to view additional fields. You can access even more options by switching to ‘Advanced search’. Click ‘Apply’ once you’re done.
   

3. You can further filter on request types and statuses using the search and drop-down fields.
   

Video instructions

Set up custom views

1. Once you’ve customised the list to suit your needs, you can save the view for future use. This only needs to be done once.
   Click on your current view. This will be labelled ‘Default view’ unless you have already set up a custom view.
   
    

2. Click ‘Save As’ to name and save your custom view.
   
    

3. Check the ‘Set as Default’ if you want this view to appear each time you log in. Click ‘Save’ to apply the view.
   

Video instructions

Managing your custom views

You can easily manage your views, including setting a default view that displays each time you log in. You can also view, rename or delete any existing views.

1. Click on your current view. This will be ‘Default view’ unless you have already setup a custom view.
   
    

2. Click ‘Manage’, this will let you view, rename or delete your custom views.
   

3. Select the view you want to set as default, or delete the view, then click ‘Save’ to confirm.
   

Video instructions