Contents

Requests waiting on me: Director or Chair. 1

Requests waiting on me: Support Departments. 2

Requests waiting on me: Director or Chair

aka “Which ones are waiting on me to review?”

1) Click the “View” dropdown

2) Click “Create View”

3) Click

4) Provide a “View Name” such as “My Pending Requests”. As long as the name is easy for you to remember and identify, there is no wrong “View Name”

5) Scroll about 90% of the way down the page to “Filter”

6) Click “Show items only when the following is true:” 

7) In the text box under “DoC Requested Approver”, put your UW email address.

8) Scroll down and click “OK”

9) Now it’s a simple matter of selecting your new view from the “View” dropdown.

Requests waiting on me: Support Departments

1) Click the “View” dropdown

2) Click “My Space Requests/UUFs”

To create a new, custom view:

1) Click the “View” dropdown

2) Click “Create View”

3) Click “Standard View”

4) Type in a “View Name”

5) Click “Create a Personal View”

6) Check the columns that you want to see in your view

7) Sort the columns so they appear in the left-to-right order you want

8) You can sort the records so they appear in the top-to-bottom order you want

9) Filter, this is the key to a good view.

a. Click  “Show items only when the following is true:”

b. Choose a column name and criteria from the dropdowns.  The following screenshot will create a view that only shows Space Requests where Campus Safety approval is pending:
You can change the value of the first dropdown to your department (Facilities, Media, etc…) so you only see Space Requests that you have to acknowledge.
CS Approved = Computer Services
Fac Approved = Facilities Services
Media Approved = Media Services
Safety Approved = Campus Safety
SL Approved = Student Life
DoC Approved = Director or Chair

c. Click “OK” at the bottom of the screen