This article explains how to locate requests using the All Requests Page on the NextRequest portal.
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Search Requests Bar
Both internal users and requesters can use the search bar on the All Requests page to search for requests. Direct matches to the search term entered will come up first, and any requests that contain the search term (or part of it) in the timeline entries (or any criteria listed below) will appear next in the list.
Internal users can use the following keywords to search in the search bar on the All Requests page:
- Request ID
- Request Text
- Point of Contact
- Requester
- Tag
- Closure Response
Guest users (requesters) can use the following keywords to search in the search bar on the All Requests page:
- Request ID
- Request Text
- Point of Contact Name
Saved Views
Create a Saved View
- Sign in to your account
- Click the All Requests tab in the upper-left corner of the Portal Dashboard
- Locate the Filters panel next to the table of requests and apply Filter Options
- Click the Create Filtered View button above the Search Requests bar
- Click into the Save View text box and enter a Name for your saved view
- Click the Save button in the lower-right corner of the pop-up window
Select a Saved View
- Sign in to your account
- Click the All Requests tab in the upper-left corner of the Portal Dashboard
- Select the Saved filtered views drop-down menu and choose an option from the list
- View the applied filters
Delete a Saved View
- Sign in to your account
- Click the All Requests tab in the upper-left corner of the Portal Dashboard
- Select the Saved filtered views drop-down menu and choose an option from the list
- Click the Delete current active saved view button (red trashcan icon)
- Click Delete saved view on the pop-up window that reads You are about to delete the saved view "[Saved View Name]". This action cannot be undone. Do you want to continue?
Frequently Asked Questions
Can I delete requests?
Short answer, no. You cannot delete requests manually after a portal is live. This is because public records requests are themselves public records so you need to maintain a record of the requests you receive in the portal.
You can delete test requests while your portal is in Onboarding. Simply click the Delete All Requests button on the All Requests page. It is a delete-all feature so we do not recommend mixing test requests with real requests to reduce confusion.
What about deleting requests due to retention requirements?
The system can delete requests and documents automatically according to your retention schedule. Learn more on our Retention article.
What should I do with duplicate, test, or other requests that do not need to be maintained in the portal?
In general, we recommend tagging the request in some way so that you can easily identify these requests. If you are in Washington State and submit the J-LARC/ HB-1594 report, you can exclude certain tags from your report. To reduce confusion with the public and staff, you can set the request visibility to Restricted which will prevent the request from showing up for anyone who is not listed in the staff section of the request or the requester.
Filter Options
My Requests
- Point of Contact: This filter searches for requests where the user is assigned as the Point of Contact.
- Staff: This option finds requests where the internal staff member is assigned as Support Staff.
- Requester: A filter option that finds requests that were submitted by the user.
Request Status
- Closed: A checkmark in a box icon. This filter searches for any closed requests.
- Open: An open folder icon. This option searches for any open requests.
- Pending: The pause icon. This filter searches for requests that are currently paused and waiting for a response from the requester.
- Due Soon: A flag icon. This option finds requests that have upcoming Due Dates.
- Overdue: An exclamation point in a triangle. This option searches for requests who are still open and have Due Dates that have passed.
Request Visibility
- Published: An eye icon. Filters requests that have been closed and published. This can be used to locate requests that match a request that is in process.
- All Staff: An icon of 3 people. This option finds requests that all internal staff members can view.
- Department: An icon of a courthouse. Filters requests are assigned to a specific department.
- Restricted: A lock icon. Filters requests that can be viewed by internal staff members and the requester.
Filter by Dates
A tip for filtering requests by dates is to add both a start and end date should be used to create a more searchable timeframe.
- Request Date (Start): This option finds requests that were received on or after the chosen date.
- Request Date (End): Searches for requests that were submitted on or before the chosen date.
- Due Date (Start): This option finds requests who have Due Dates that are on or after the chosen date.
- Due Date (End): Searches for requests that have Due Dates on or before the chosen date.
Additional Filter Options
- Point of Contact: Searches for requests by the Point of Contact's name or email.
- Staff: Searches for requests by a specific internal staff member using their name or email.
- Requesters: Searches for requests by a specific requester using their name or email.
- Departments: Searches for requests by specific departments by entering the department or selecting one from the drop-down menu.
- Tags: Searches for requests by specific tags added to the request by entering a tag or selecting one from the drop-down menu.
- Closure Response: Searches for requests that were closed using specific closure templates.
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