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How to Sort the Columns

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Columns display the data associated with the filters. When viewing the data users are able to sort by the column. Users can click on the column header to sort by […]

How to Save Filters and/or Create Favorites

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Step by step video guide here: Filters assist you with locating the data that is relevant to the user; filters will vary by list page. Some list pages have multiple […]

Tracking Widget

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Step by step video guide here: The Tracking widget is a tool that shows you any documents or tasks that you need to complete. You can scroll down on the […]

Keyphrases: Add/Edit Permission only

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Purpose of KeyPhrases Key Phrase functionality allows for users and county (aka “Agency”) users to create pre-set templated text/phrases.   This is a shortcut for commonly used text/phrases and dropping it into […]