Portering Request Manager

To use Portering Request Manager navigate to Services > Portering > Portering Request Manager.

The Portering Request Manager screen is displayed, with the grid displaying unfiltered search results.

The buttons appearing on the Portering Request Manager screen are described in the following table:

This button	Does this...
New Portering Request	Opens a new Service Request with the Portering request tab included.
Save	Saves your changes.
Include Closed	Includes or excludes service requests with a status of Closed.
Refresh	Refreshes the information displayed in the grid.
Custom Filters	Displays a drop-down box where you can manage custom filters.
Home	Drop-down field, where you can choose the request type to view.
Show Field Chooser	Opens the Field Chooser window. You can use the Field Chooser to determine which Fields are displayed in the grid. At least one field must be selected.
Clear filter	Clears all filters applied to the grid.

The Portering Request Manager displays all open service requests for the Portering request type within the grid.

You can amend grid data in the following ways:

• Double-click the relevant row in the grid to open the Service Request

• Add a new request

• Drag a column header into the Drag a column header here to group by that column field to sort by the relevant column field

You can export the contents of the grid to Microsoft Excel. Select the relevant rows and right-click within the grid. Choose Export to Microsoft Office Excel > Save as Workbook.

You can Search for service requests by choosing Service Request followed by the relevant type from the drop-down list adjacent to the search bar.

Results are displayed in the Search Results Panel.

You can group results by column by dragging the column header into the white space above the grid.

You can filter data in the following ways:

• Add filter text to the Custom Filters drop-down field.

• Add filter information to the relevant column heading in the grid

  Choose from:

  • Custom - opens the Custom Filter window where the filter can be refined

  • Blanks - displays records with a blank or empty record for the relevant row

  • NonBlanks - displays records with any populated record for the relevant row