After reading this article you will be able to...
- Track Requests
- View as a Grid
- Configure Columns
- View as Boards
- Search Requests
- Calendar View
- Export Requests
- Review Requests
School Requests
Track Requests
School Requests gives you a comprehensive view of all school requests. There are two views available depending on your personal preferences.
- To view school requests click on the icon from the left hand menu.
Grid View
- On the School Requests page select Grid from the View as slider.
- The grid presents the data in a table format. You can change the order of the columns, and freeze columns on the left side as you scroll for your preferences.
- Click on Review in the action column to and Approve or Decline.
Configure Columns
You can choose to hide or view columns and the order they appear
- You can drag and drop any column in the table to change column order.
- You may also click the wrench icon on the right had side to open the table settings drawer.
- Use the up or down arrows to move a column closer to the left. The higher an item appears on the list the closer to the left it appears.
- Use the eye icon
to hide or view the column.
- The down caret for each item allows you to freeze a column on the left or right side so that it is continuously visible when scrolling left or right.
- Left: the column is always visible at the left of the screen
- Right: the column is always visible at the right of the screen
- Fixed: the column is held in current location but will remain in view at the left or right side depending on the direction scrolled.
- None: the column will be hidden from view when scrolling.
- Click Save in the upper right to confirm your choices for the columns. These changes customize the view for your log in only, others in your organization can customize their own view.
Pagination
The View and Track Requests page has a pagination feature to allow you to manage large amounts of data. On the bottom of the gird view are the options for view customization
- Click on down caret of items in view and choose your selected view: 50 (default), 70, or 100.
- Use the < and > arrows to move one page to the left or right
- Use << or >> to jump to the first or last pages.
- Click on any page number to jump directly to that page.
Board View
The Board View on cards groups school requests by Status. Some find this view easier to use.
- Click on Board View from the View as slider.
- Requests are sorted by status, for each stack the number at the top lists the total number of requests with this status.
- The card for each availability gives the dates, the number of slots requested, the number of student profiles shared by the school, and the number of slots approved or declined. click on the name of any availability to see more information.
- For stacks with many cards scroll down to see all requests, you can also expand any stack by clicking the
icon.
- Click on the name of any card to review the request.
- You will then go to the review screen. Please see **hyperlink to View and Track Requests, Approve or decline requests**
Search Requests
- To expedite a review of requests you can use the Search and Filter features in both the Grid and Board Views. Click on any of the following fields which can be used to filter information:
Search: enter the name of the School
Discipline: multiple select for all the availabilities you wish to see
Location Groups: multiple select
Locations: multiple select
Partner Category
Status: Published, Unpublished or Closed (available on Grid)
Experience Type (Individual or Group)
- Type in the search box of use the drop downs on any other field to filters.
Calendar View
- To view requests in a calendar format click on View Calendar in the upper right hand corner. Please see Calendar View
Export Requests
- To export an excel file of the School Requests click on the Export button in the upper right hand corner. Please note that when Export is clicked on the Board view the file is still in tabular form as the grid view. Any filters applied for the scree view are not applied in the exported file. Please use Excel tools to sort and filter.
Review Requests
To approve or decline requests please see Review and Approve Requests.
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