Actions

For the search results table for MTS transactions (Search > MTS transactions), you can select one or more transactions on which to take action.

Tip:  To filter the table to show only a certain transaction type, click the filter icon () to reveal the Filters dialog box. Select an option from the Transaction type drop-down menu. The results appear in the table. Click the X to close the filter.

The following options are available from the Actions menu () in the page header:

• Respond. This action is available for one or more selected Service Order Request transactions. It opens a transaction dialog box for creating a new Service Order Response for every selected transaction. The dialog box contains prepopulated values for every field except Reason and Note, which contain default values that you can change. See also Adding a New Transaction.

  Note:  In the case of multiple selections, submitting a new transaction response will send a cancellation Service Order Response for every selected Service Order Request transaction.

• Request. This action is available for one or more selected Customer Details Notification transactions. It opens a transaction dialog box for an existing Customer Details Request transaction. The dialog box contains prepopulated values for every field except Reason (required) and Note (optional except in the case of a Reason selection of Other).

  Note:  In the case of multiple selections, submitting a new transaction request will send a Customer Details Request for every selected Customer Details Notification transaction.

• Notify. This action is available for one or more selected Site Access Request transactions. It opens a transaction dialog box for a new Site Access Notification transaction. The dialog box contains prepopulated values. See also Adding a New Transaction.

  Note:  In the case of multiple selections, submitting a new transaction request will send a Site Access Notification for every selected Site Access Request transaction.

• Edit activity status. Allows you to change the Status value for selected transactions. This action opens a dialog box with an Activity status drop-down menu.

  Note:  This action is available only if the transaction is assigned to the current user and the Status is not CLOSED.

• Edit assigned to. Allows you to change the Assigned to value for one or more selected transactions. This action opens a dialog box with an Assigned to drop-down menu containing all MTS users.

  Note:  This action is available only if the transaction Status is not CLOSED.

• Export. Creates a .csv or .xlsx file that contains information for the selected transactions. The export will contain all rows returned by the current filter, unless one or more rows have been selected (in this case, only those rows will be exported). The export will contain only the columns displayed on the screen, in the same order.
• Column visibility. Enables you to adjust which groups of columns are visible or hidden. Columns are grouped as Specific (shown when a specific transaction type is selected in the filter), Extended (rarely used data common to most transaction types), Activity (automatically shown when an Activity filter field is selected), Acknowledgment, and Linked. The adjusted visibility will persist in subsequent views if you use the same device and browser.

• Save current filter. Allows you to save the current filter values for later use. This action opens a dialog box in which you can assign a Name to the filter and designate it as Public or Private from the Category drop-down menu. A public filter will be visible to any user. A private filter will be visible only to the current user.

  Note:  Saved filters must have generic date ranges so that they can be used later. From the Date range drop-down menu, select a generic value: Today, Yesterday and today, Yesterday, Last 7 days, Last 30 days, This month, or Previous month.