Manage your list pages
Dynamic list pages are used through the system to help you group and organise information. These pages can be fully customised per user and provide a quick and easy way to pull data.
All list pages give you the ability to:
Add fields – Customise.
Search – Add filters.
Export – Export the table.
Fields
Clicking this button, you can add and remove the columns that appear in your list page.
Select or clear the checkboxes required.
Re-order the columns by dragging and dropping them.
Remove unwanted columns by clicking the X icon.
When finished, click OK.
Custom codes
If you see custom codes, these refer to flexible fields that can be used by the local authority or client to contain specific pieces of information. To view these pieces of information, simply add the customer code number to your table.
If you don’t know which custom codes are being used, you can find this out by adding all the custom code fields, then removing those that are blank.
Search
Clicking on search shows editable boxes to appear in each of the columns in your list. Typing in these search boxes and pressing enter on your keyboard can further filter your list pages so you’re only viewing items relevant to your search.
The table below suggests different ways for you to search your lists.
Search By | Example | Result |
Month/Year | Type February into a date field search box (i.e. date created). | Only items created within February will appear in your list. |
Date | Type 01/02 into a date field search box (i.e. offer end date). | Only requirements closing on that day will appear in your list. |
Date Range | Type 01/02..01/03 into a date field search box (i.e. date created).
Type <01/02 into a date field search (i.e. date created).
Type >01/02 into a date field search (i.e. date created).
Type =<01/02 into a date field search (i.e. date created).
Type =>01/02 into a date field search (i.e. date created). | Only items created within that date range (these dates inclusive) will appear in your list.
Only items created before the 1st June will appear in your list.
Only items created after the 1st June will appear in your list.
Only items created before the 1st June, inclusive, will appear in your list.
Only items created after the 1st June, inclusive, will appear in your list. |
Text | Type RQ12345 into the requirement number field (#) search.
Type open into the status field search.
Type ‘not’ before something in your search box (i.e. type not cancelled into the ‘status’ field).
Type ‘or’ between two things that you are searching for (i.e. open or on-hold into the status field).
Type ‘and’ between two things that you expect to be in the item you are searching for (i.e. type older people and personal care into the service template field).
Type ‘=’ and a phrase/value in a particular column search. | RQ12345 will be the only requirement to appear in your list.
Only requirements in ‘open’ status will appear in your list.
Only items that are NOT in cancelled status will appear in your list.
Only requirements in ‘open’ OR ‘on-hold’ status will appear in your list.
Only requirements with a service template including the wording ‘older people’ and ‘personal care’ will appear in your list.
Brings up only results that exactly match the information entered. If you enter = on its own, the search will bring up blank results. |
Export
Once you've customised your list pages fully by using your field and search buttons, you've the option to export your list to excel by clicking the Export button.
Further details in headings
Throughout the system, you can often gain further information by clicking on the headings within each page. For example, you will sometimes only see a preview of the information, and clicking the heading allows you to see all the items.
This also often takes you to another list page, where you can customise, filter and export the information. In other cases, clicking on a heading allows you to see full details about a particular item. For example, when in a service agreement, you can click on the Service Agreement heading to view full details on that service agreement, including custom codes and other information.
Messages function
All system pages also include a messaging function. You can exchange additional information with the local authority or client and ask each other questions. This shows at the bottom of each page.
As an example, if you wish to ask a question about a service agreement, you can click New, enter your message and click Save. This sends an email notification that the client is able to respond to. In other areas, you may need to view and respond to messages initiated by local authorities or clients. You'll receive email notification and can reply using the Respond Now button.