While navigating different workload pages, it can be beneficial to customize how they appear in a way that works best for your workflow. The information below provides helpful tips for customizing your workload pages as well as functionalities that may be useful when locating specific information.
Paging Options
From any of the workload pages from the dashboard, there is the ability to set the number of requests displayed per page. The system will default this view to 50 requests per page on all of the individual workload pages. If a different paging option is selected, the system will remember what was selected even after logging out and logging back in.
Aggregation
If the custom columns feature is being used, the option to apply an aggregate function to a column of numeric data is available. This aggregation will display information relative to the requests shown on the page as well as an overall sum that includes information from requests across all pages.
For example, the $90,873 total in the screenshot below refers to the sum of the amounts awarded on that page, while the $176,173 total is the sum of the amounts awarded across all pages of requests for that workload page.
Sorting
When using the sorting function on a workload page, data across all of the pages will be sorted. The data will remain sorted until the user sorts the requests using a different column.
Click a column header such as Applicant to sort data by that column. A column with text data will sort alphabetically, and a column with numeric data will sort numerically. For example, when sorting the Applicant column, all of the requests on the workload page will rearrange to display in alphabetical order based on the applicant's first name.
To apply an additional layer of sorting, hold the Shift key on your keyboard while clicking the additional column header. This action may be repeated to sort by multiple column headers. Remove the sorting from a column by holding the Ctrl key down on your keyboard while clicking the column header.
Search Functions
The search bar at the top of a workload page is a keyword search that searches across all of the pages of data that may be present. Any search will also be applied to all related workload pages.
For example, if you search for an applicant on the Application Submitted page, the system will also search and update the Application Draft and Application Complete pages as well to show you the search results on those pages.
The search results display is limited by the paging settings. While searching across all requests contained in the workload page, the system will not display more requests per page than selected. For example, if you selected to see 10 requests per page but your search finds 50 requests, you will still only see 10 of those requests per page.
Request Selection and Batch Actions
There are several options when selecting requests to perform a batch action.
- Check the box next to All to select all requests on that workload page, across all pages of requests, not just the page currently displayed.
- Check the box next to Page to only select the requests on the page currently displayed.
- Check the box for multiple requests.
- This can include specific requests across multiple pages, not just the page currently displayed.
- This can include specific requests across multiple pages, not just the page currently displayed.
The workload page displays the total number of requests selected versus the total number of requests across all pages.
Workload Page Filters
On every workload page, there is an option to customize a filter on the page. The filter conditions include selecting a Column filter, a Condition filter, and a Value filter. A Column filter can be selected as the only filter without having to select a Condition filter or Value filter, which depends on what information the user wants to filter. The options for the Column filter are Process, Organization, Applicant, or Project Name. Once a Column filter has been selected, the Condition can be selected. Once a Condition filter has been selected, a Value filter can be selected. The filters work with custom columns.
- To add a filter, click the Filter button on the applicable workload page.
- Add a Column filter, Condition filter, and Value filter. The Condition filter and Value filter are not required.
- Add a Column filter, Condition filter, and Value filter. The Condition filter and Value filter are not required.
- To delete a filter click the X button next to the condition.
- Click Reset to remove all of the filters.
- Click Add Condition to add another filter condition.
- Click the &/OR button to toggle between & and OR. The ampersand (&) is used to indicate when both categories are met, and OR is used to indicate where either category is met.