Dashboard Tips

“How do I use the dashboard filters?”
”I clicked something but it didn’t work! What am I doing wrong?”

1. Each individual OneGov user has their OWN dashboard - what does this mean?

   1. If you log in and make selections on your dashboard, that DOES NOT change what another user will see on theirs.

   2. You may find it important to filter by status, sort by permit number, etc, while your colleague (utility or moving companies) or your neighbor (public users) may want to filter by date and sort by UID (unique identification # - unique record for your application)

2. Every time you make a new selection on the dashboard, whether it be a filter or sorting a column, you MUST click “Search” for those changes to take place.

3. Filters are used to narrow down your application results

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4. Optional Fields are used to either limit columns in the table or to show more columns in the table

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   1. Each agency may have different or unique optional fields that differ from one to another

   2. Each application type may also have differing fields, depending on pertinent information that the agency chose to show

5. You may sort columns by ascending or descending, as well as choosing sort order (1st, 2nd, 3rd, etc)

   1. triangle UP means “Ascending”, triangle DOWN means “Descending”

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6. Next to each individual application record, you will see different options

   1. Paper Icon = Application View Page

   2. 3 Dots Icon = Menu/Options

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7. 3 Dots Icon

   1. Sometimes the options are few and straight forward

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   2. Sometimes you have many options, depending on the phase your application is in OR your user access rights

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8. You may also see options to Copy/Renew - Follow instructions here to copy/renew a permit:

   1. Copy/Renew Applications

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