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How View and Organize my Inquiries

1- Organise my Widget

Ø  Click on a column header to sort

Ø  ID in descending order

Ø  Click and drag a column header to change position



2-Switching Views - My Submitted vs My Company Inquiries

Ø  My Submitted Inquiries (default view)

Ø  All open inquires submitted since Nov 2015 by myself

Ø  Default view shows « All Open » inquiries


Ø  My Company Inquiries

Ø  all open inquiries submitted since Nov 2015 for the Company(ies) I am associated with


3-Organising my Inquiries - Open Filter tab or Customise Widget Columns

Ø  Click on the Settings ‘Cog’ / Settings / Filters


Ø  Switch tabs to Customize Columns


4-Organising my Inquiries - Customize Columns

Ø  Add, Delete or Move columns for each view

          Ex: ‘My Submitted Inquiries’, ‘Expanded’ view

 Ø  Click on the left hand list to add a column to your widget



On the right hand list:

è Click on the column title and drag to change column sequence
è Click on the ‘X’ to delete a column from your widget


5- Use Filter tab to filter on Status and / or Time Period

Ø  Status


Ø  Time Period


Click Save to apply choices.

6- Use the top nav filter bar to filter on Engine Model

Ø  In this example, we filter on CFM56-XX in order to show all cases referencing this engine model


Ø  Please note that selecting a specific ESN in the top nav has no impact on the inquiries displayed in your widget.


7- Clear Filters

Ø  ‘Clear Filters’ removes ALL Filters

 Ø  Check and Clear if necessary all filters in the Top Nav


Ø  Widget can display all inquiries submitted since Nov 2015 (max 3 years)



8- Export Widget Data

Ø  ‘Export’ generates a .csv file of ‘My Company Inquiries’


Ø  Any filters selected are applied

 

Ø  You can choose which columns you want to Export









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