The Smartsheet Home page is your central hub for accessing your requests. From here, you can view your tickets, track their status, and add details when needed. Access varies by role.

Navigation Pane

The Smartsheet Navigation Pane gives quick access to your sheets, notifications, and key tools for tracking requests.

1. 1. 1. 1. 1. 1. Home – This is your default landing page. From here, you can view your most recent activity, access pinned or favorite items and navigate to other resources.
               2. Notification – Displays alerts related to shared items, update requests, approvals, and system messages. You’ll see a red indicator when new notifications arrive. Click here to stay informed about any required actions or updates from collaborators. Example:
                  
               3. Browse – Enables you to explore all available workspaces, sheets, and folders. Items shared with you or created by you are organized here, making it easy to locate content based on structure.
                  
               4. Recent – Displays items you’ve accessed recently, offering a quick way to return to frequently used sheets or dashboards.
               5. Favorites – You can pin critical items here for faster access. Useful for high-priority projects or frequently visited sheets.
               6. WorkApps – This feature allows for licensed users to create customizable apps **** CBSO is not utilizing this tool currently.
               7. Create Solution – This icon allows licensed users to create tools in Smartsheet.
               8. Launcher – The Launcher icon includes all featured apps we can use with our current license. This includes Dynamic View, Calendar, and WorkApps.
                  
               9. Help – Here you will find a link to the “Get Help” community support page. You can find discussions, topics, and other related topics. Along with the “Smartsheet University” learning courses.
               10. Account – Your account will include personal settings – including colors, contacts, and the link to sign out of Smartsheet.

A tool used by the CBSO to manage our process and tickets submitted is Dynamic View. It provides real-time access to key information, including the status of each ticket, allowing for efficient tracking and timely updates throughout the lifecycle of a request.

Navigation Instructions:

1. Click on the Launcher display icon.
2. Click on Dynamic View – You will be routed to the Dynamic View Home Page
   

Dynamic View Home Page

The Home Page is your central hub in Dynamic View, giving you quick access to any views that have been shared with you. From here, you can easily manage your tickets, monitor their progress, and add or update information as needed.

Dynamic View Navigation Pane

Navigating Dynamic View is simple and intuitive, thanks to the built-in navigation pane. This pane acts as the central hub for accessing all key features and sections within the interface.

To open the navigation pane, click on the menu icon, represented by three horizontal lines located in the top-left corner of the screen.

1. Menu – This is your main navigation hub. From here, you can easily access Home, Recently Opened, Favorites, and other key areas of Dynamic View.
2. Home – This is your starting point in Dynamic View. Here, you’ll see all the views you’ve created or been granted access to, giving you a clear overview right from the beginning.
3. Recently Opened– A quick shortcut back to the views you’ve worked with most recently, so you can pick up right where you left off without searching.
4. Favorites – Keep your most-used views at your fingertips by marking them as “Favorites.” This section makes it easy to jump straight to the views that matter most to you.
5. New View – Licensed users can create new Dynamic Views here. This option gives you the flexibility to customize and build views tailored to your specific needs.

Dynamic View Menu

From the navigation pane you can access the menu by clicking on the menu icon which is the three horizontal lines discussed on the previous page.

1. 1. 1. 1. 1. 1. 1. 1. 1. 1. All Views – This is your main navigation hub. From here, you can easily access Home, Recently Opened, Favorites, and other key areas of Dynamic View.
                           2. My Views – This is your starting point in Dynamic View. Here, you’ll see all the views you’ve created or been granted access to, giving you a clear overview right from the beginning.
                           3. Shared with Me – A quick shortcut back to the views that have been shared with you.
                           4. Shared with Group – Keep your most-used views at your fingertips by marking them as “Favorites.” This section makes it easy to jump straight to the views that matter most to you.

Dynamic View Tools

After selecting the appropriate Dynamic View for your needs, you will see the following:

1. Turn On/Off Filter – Allows users to create personalized filters based on their preferences. Please note that as an unlicensed user, you cannot share these filters with others.
2. Remove Conditional Formatting – Clears all conditional formatting, including any color indicators related to status or other criteria.
3. Wrap Text – Enables text wrapping in fields where the content exceeds the visible area, making all information readable within the current view.
4. Export – Downloads and exports the contents of the Dynamic View Home Page screen for recordkeeping or offline access

🔍 Tip: Clicking on the title of any column will sort those details in alphabetical order.

To access your tickets, click on the Dynamic View that is pertinent to your request after you login, or by visiting “My Requests” on our website

View Ticket Details

To see the details for a specific ticket, simply click on the corresponding ticket line. This will open the Details Panel, where you can review all submitted form information, including any attachments, comments, and relevant fields, giving you a complete view of the ticket information in one place.

Note: All fields are read-only. If you need to request changes, please enter the details in the Comments panel.

Details Panel

When the Details Panel is displayed, users will see three tabs at the top for accessing information:

1. Data – Displays the information submitted through the form.
2. Attachments – Contains all uploaded documents, including those submitted with the form and any added during the ticket processing.

To Upload an Attachment:

Step 1: Click “Attach File” at the bottom of the Attachments tab in the Details Panel.

Step 2: Browse your file folder, select the document you want to upload, and attach it.

3. Comments – Used primarily by CBSO to provide routine status updates. It also serves as a communication tool for unit partners to request changes to the original submission, such as updates to the index or activity code, foundation fund, dates of service, or amounts.

To Leave a Comment:

Step 1: Click on the Comments field.

Step 2: Enter your comment at the bottom of the Comments panel and press Enter.

⚠️ Caution! Users can edit or delete any comments they have made. You can also delete your entire comment thread – use this feature with caution.

The Status field is designed to keep all users informed of the current progress or stage of each active request. It serves as a quick reference to understand where a ticket stands in the review or processing workflow. The CBSO team is responsible for updating this field each time a ticket is reviewed and a change in status occurs, ensuring the information remains accurate and up to date.

Definitions:

New Request = Recently submitted; work has not yet started.

In Progress = Work has begun, and the next steps are identified. The CBSO is currently reviewing the request.

Pending – Central Services = Awaiting action or response from Central Services (e.g., PCS contract review).

Pending – Vendor Setup = Pending vendor setup in BANNER.

Pending – Vendor Response = The CBSO has contacted the vendor for additional information or documentation and is awaiting their response.

Pending – Customer Response = Pending a response from the customer for information, documentation, or clarification.

Ready for Payment =  The transaction is complete and ready for payment processing.

Closed = All CBSO-related tasks have been completed.

Email automations have been created to ensure timely and consistent communication with our unit partners. These automated emails are triggered at key points throughout the ticket lifecycle, providing updates such as ticket confirmation, approval status updates, or confirmations of completed requests. The goal of these communications is to keep unit partners informed and engaged without requiring manual outreach from the CBSO team.

Ticket Submission Confirmation Email

When a ticket is submitted as a New Request, an automated email is sent to the requester to confirm that their submission has been received. The content of the email may vary based on the type of request submitted.

Ticket Complete

Once CBSO has completed all necessary steps for processing the transaction request, an automated email will be sent to the requester. This email serves as confirmation that CBSO’s portion of the request is finalized. It may include a summary of actions taken, relevant documentation, or next steps if any further follow-up is required from the requester or other departments.

Ticket Canceled

If a customer or requester does not respond or if CBSO does not receive the required information or documentation to complete the transaction within 30 business days, the ticket will be canceled. In such cases, the request cannot be processed further, and a new ticket must be submitted to restart the process.

We will make every effort to collaborate with all relevant Budget Approvers before canceling the request. This will allow all parties to be informed and have an opportunity to provide additional information or documents before the transaction is officially closed.