Shortlisting Resources in Resource Request Staffer

To add resources to a shortlist using Resource Request Staffer:

  1. Go to the Resource Request Staffer tab.
  2. [Optional] From the Match Results tab, click Open the Filters panel to open the Filters panel where you can apply criteria to filter the resource requests displayed in the grid. Any resource requests that do not match all the filter criteria are removed from the grid and deselected. For more information, see Filters Panel.

  3. Select the resource requests with the matched resources that you want to shortlist. You can select a maximum of 2,000 resource requests.

    Tip:

    Click Show Selected in the grid's toolbar to display only the selected resource requests. To display all the resource requests that match the filter criteria again, click Show All.

    You can group resource requests and select the group's checkbox to select all of the resource requests within the group. This will override any manually reordered resource requests.

  4. Click Shortlist Selected. The names of the shortlisted resources are appended with "(Shortlisted)" when you hover or press the Space key on the resource in the Matched Resources column.