Items Tab

Description

The Items tab displays all of the requested items in the system. You can use the tab to create and edit items.

Note

The term Items is configurable, so the tab on your system and all references to items may have a different name. See Setup Tab.

Access

AdminCenter > Manage > Client Services

Technical Manual

Reviewing and Filtering the Items Tab

Filtering Items

To narrow the list of displayed items, enter one or more characters into one or more of the following filter fields. Select the X next to these fields to clear the filter entry.

Item ID	Search by the ID number assigned to the item. With the text fields, your system updates the list of clients as you type to contain only those clients that match your filter entries.
Client	Search by the client name. The client is the location requesting the item. Enter one or more characters or select the Search Icon to select the appropriate option from the drop-down list. Use the controls to navigate through the list as needed, and then select the name of the desired option to select it for the filter.
Client Tier	Search by the client tier. Enter one or more characters or select the Search icon to select the appropriate option from the drop-down list. Use the controls to navigate through the list as needed, and then select the name of the desired option to select it for the filter. Note The Client Tier, Department, Priority, Reason, Region, and Status fields can have default values configured for them. If a value is selected in these fields on the Custom Filters page, the selected value will be populated by default on the Items tab filter in Client Services.
Assigned To	Search by specific people that have items assigned to them. Enter one or more characters or select the Search icon to select the appropriate option from the drop-down list. Use the controls to navigate through the list as needed, and then select the name of the desired option to select it for the filter.
Region	Search by a specific region. Enter one or more characters or select the Search icon to select the appropriate option from the drop-down list. Use the controls to navigate through the list as needed, and then select the name of the desired option to select it for the filter. Note The Client Tier, Department, Priority, Reason, Region, and Status fields can have default values configured for them. If a value is selected in these fields on the Custom Filters administration page, the selected value will be populated by default on the Items tab filter in Client Services.
Department	Search by the department. Enter one or more characters or select the Search icon to select the appropriate option from the drop-down list. Use the controls to navigate through the list as needed, and then select the name of the desired option to select it for the filter. The Client Tier, Department, Priority, Reason, Region, and Status fields can have default values configured for them. If a value is selected in these fields on the Custom Filters administration page, the selected value will be populated by default on the Items tab filter in Client Services.
Status	Search by the open/closed status of the item. Search for statuses. Enter one or more characters or select the Search icon to select the appropriate option from the drop-down list. Use the controls to navigate through the list as needed, and then select the name of the desired option to select it for the filter. Note The Client Tier, Department, Priority, Reason, Region, and Status fields can have default values configured for them. If a value is selected in these fields on the Custom Filters administration page, the selected value will be populated by default on the Items tab filter in Client Services. For the Status search field, multiple statuses may be selected when filtering results for the Items tab.
Reason	Search by the reason why the client requested the item. Enter one or more characters or select the Search icon to select the appropriate option from the drop-down list. Use the controls to navigate through the list as needed, and then select the name of the desired option to select it for the filter. Note The Client Tier, Department, Priority, Reason, Region, and Status fields can have default values configured for them. If a value is selected in these fields on the Custom Filters administration page, the selected value will be populated by default on the Items tab filter in Client Services.
Priority	Search by the high/low priority of the item. Enter one or more characters or select the Search icon to select the appropriate option from the drop-down list. Use the controls to navigate through the list as needed, and then select the name of the desired option to select it for the filter. Note The Client Tier, Department, Priority, Reason, Region, and Status fields can have default values configured for them. If a value is selected in these fields on the Custom Filters administration page, the selected value will be populated by default on the Items tab filter in Client Services.
Clear Filter	Select to remove all of the information in the filter fields and return to the full list of items.
Refresh	Select to update the displayed items based on your filter and paging settings.
Add	Select to add a new item using the New Item pop-up. The steps are the same as though you are creating a new item from the Clients tab. See Edit Item Pop-up.
Open Selected	Select multiple items in the Select column, followed by selecting the Open Selected button, to display multiple items at once. The Edit Item pop-ups will display multiple items. Save: Select to save any changes made on the pop-up. Print: Select to print the item information. Delete: Select to delete the item. Close: Select to close the pop-up. Close All: Select to close every pop-up that is open. If an item has been put into a modified state, the Proceed with Action? prompt will display the following prompt: "Unsaved changes exist. If you proceed with this action, you will lose your changes. Close This Item: Select to close the current item in the stack and proceed to the next item. If the next item is modified, the confirm prompt will be displayed again with the same choices. Close All Items: Select to close all displayed items in the stack without further prompt or consideration for whether there are changes on them. Do Not Close This Item: Select to skip the current item in the stack and proceed to the next. If the next is modified, the confirm prompt will be displayed again with the same choices. Do Not Close Any Modified Items: Select to close all unmodified items in the stack without further prompt, but leave all modified items open.

Viewing the Items List

All the requested items in the system are displayed in the list. Use the filters at the top of the page to narrow the list.

If there are multiple pages of items, use the paging controls at the bottom of the section to navigate through the list, either by selecting the arrow buttons (forward, backward, beginning, end) or by entering a specific page number. Adjust the Show __ entries value to increase or decrease the number of items to show per page.

ID	Displays the Item ID.
Client Name	Displays the location requesting the item.
Summary	Displays a brief summary of the item.
Status	Displays the open/closed status of the item.
Priority	Displays the high/low priority of the item.
Reason	Displays the reason why the client requested the item.
Open Date (EST)	Displays the date and time (in Eastern Standard Time) when the item was requested.
Assignee	Displays the person responsible for the item.
Contact	Displays the person who should be contacted when the item is delivered.
Modified	The date and time (in Eastern Standard Time) when the item was modified.
Edit	Select to view the item's information in the Edit Item pop-up. Make any necessary changes as though you are creating a new item from the Clients tab. See Edit Item Pop-up.

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