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Search the List of Job Sites in GateWay

Describes how to search, filter, and customize the list of job sites in the customer access portal.

Type

How to

Audience

GateWay Company Administrator

Products

GateWay’s customer access portal

In This Article

Context

As your company grows, your list of job sites can grow as well. Use the search and filter functionality to quickly locate a job site you need. You can customize the list of job sites to only contain information that is relevant to you and your business.

Before You Begin

Required: Internet connection; valid GateWay account; valid login credentials and access permissions; existing job site

 

Steps

Search the list of job sites

  1. In the customer access portal header bar, use the user menu to select Manage Job Sites

    The Manage Job Sites page opens in the main area
  2. Type a search term, such as a site name in the Search for job sites field
    The list of job sites is narrowed to reflect your search term

 

Filter the values in a column in the list of job sites 

  1. In the customer access portal header bar, use the user menu to select Manage Job Sites

    The Manage Job Sites page opens in the main area
  2. Click the hamburger menu in the header of the column you need to filter
  3. Click filter
    The column filter menu opens and displays a list of values that apply to that column
  4. Optional: Type a search term in the Search... field to locate a specific column value
    The list of values is narrowed to reflect your search term
  5. Optional: Check (Select All) to select or to deselect all column values
  6. Optional: Check a column value to only display list rows that contain that value

Customize the list of job sites

  1. In the customer access portal header bar, use the user menu to select Manage Job Sites

    The Manage Job Sites page opens in the main area
  2. Optional: Click a column header to sort the contents of the column alphabetically
  3. Optional: In the list of job sites, click Columns
    The columns menu opens
  4. Optional: In the columns menu, do one of the following:
    1. Check the columns you need to include in the list of job sites
    2. Drag and drop the columns from the list of job sites into the columns menu to remove them 
    3. Check Filter… to remove all columns from the list of job sites
      The list of job sites is updated to reflect your selections
  5. Optional: Use the Rows per page drop-down to select the number of rows that displays on a single page of job sites
  6. Optional: Drag and drop the column headers in the list of job sites to reorder the columns
  7. Optional: Do the following to set a column in a particular location:
    1. Click the hamburger menu in the header of the column you need to set
    2. Click the hamburger menu
  8. Use the Pin Column drop-down to do one of the following:
    1. Click Pin Left to permanently set the column to the leftmost side of the list
    2. Click Pin Right to permanently set the column to the rightmost side of the list
    3. Click No Pin to unset the column and allow users to drag and drop the column
  9. Optional: Do one of the following to resize a column:
    1. Drag and drop the border of a column until the column is the desired width
    2. Click the hamburger menu in the header of the column you want to set, then click the hamburger menu and do one of the following:
      1. Click Autosize This Column to automatically resize the currently selected column to the width of the widest value in the column
      2. Click Autosize All Columns to automatically resize all columns in the list to the widest value in each column

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