Navigate to Requests
You can navigate to the Requests page from the:
- Landing page in Web Search or Dealings
- My Work page in Survey.
You can also navigate to the Create request page from the Main menu of all applications.
1: Select the 9-dot menu.
From your Landing page or My Work page select the 9-dot menu, or app switcher, on the top left of the header. A drop-down menu will appear.
2: Select Requests.
Select Requests from the drop-down menu.
Use the up arrow in the circle icon to open Requests in a new browser tab.
The My requests dashboard will display.
Features of My requests dashboard
You can create, delete and manage requests on your My requests dashboard.
a. My requests tab. This tab shows all your draft, pending or complete requests. Displayed is 6 months of requests, but you can scroll to see a complete history of requests.
b. Firm requests tab. This tab shows all draft, pending or complete requests created for the firm you're logged in under.
c. Search. Use the searchfield to quickly find a request. You can search by any of the information in any of the columns.
d. Request ID. You can open a request by selecting the Request ID link.
e. Type. Type of request, such as requisition, survey info.
f. Created. Date request created.
g. Dealing/Survey ID. ID number for a dealing or survey.
h. Client reference. Client reference number or name.
i. Contact person. Contact person is the person nominated to receive requests for a dealing, survey or search.
j. Last updated. Date of last action on the request.
k. Status. Whether the request is in draft, pending or completed.
l. Create new request. Select to start a new request.
View a request
To open a request select the relevant Request ID link in the Request ID column.
The request will display.
If the request has a status of:
- Pending or Completed you can only review the details, not edit or delete it.
- Draft you can edit it or delete it.
Print a request from your browser
You can't print from the Requests application, however you should be able to print using your browser.
How to print may vary depending on the browser you use.
We recommend Microsoft Edge or Google.
1: Open the request you want to print.
Select the Request ID link to open up the request you want to print.
2: Open your browser menu.
Select the 3-dot menu at the top right of your webpage. This might look different depending on the browser type you use.
A browser menu will appear.
3. Select Print.
Select Print from the drop-down menu.
A Print window will appear showing a preview of the request.
4. Adjust settings and select Print.
Adjust printer settings, if needed, and select Print.
Apple devices
For Apple devices, select File from the toolbar, then Print. A preview of the printed version of the page will appear, along with your print options.
Use Ctrl+P to print
You can also use Ctrl+P on your keyboard to print a request.
1: Open the request you want to print.
Select the Request ID link to open up the request you want to print.
2: Press Ctrl and P.
Hold down the Ctrl button and then hold the P button on your keyboard. Then release the keys.
A Print window will appear showing a preview of the request.
3. Adjust settings and select Print.
Adjust printer settings, if needed, and select Print.
Apple devices
For Apple devices use Command + P on your keyboard to bring up the preview of the printed version of the page, along with your print options.