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
When you click into any of your workload pages from the dashboard, you have the option to set the number of requests displayed per page. The system will default this view to 50 requests per page on all of your individual workload pages. If you select a different paging option, the system will remember what you selected when you log out and log back in.
Aggregation
If you're using the custom columns feature, you have the option to apply an aggregate function to a column of numeric data. 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 $21,000 total in the screenshot below refers to the sum of the amounts awarded on that page, while the $83,500 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 (e.g. 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, if you sort by the Applicant column, all of the requests on the workload page(s) 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. You may repeat this step for multiple column headers. If you would like to remove the sorting from a column, hold 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.
Your search results display is limited by your paging settings. While you are searching across all requests contained in the workload page, the system will not display more requests per page than you've 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 Options
You have several choices when selecting requests to perform a batch option:
- 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 you've selected versus the total number of requests across all pages.