The Order Pipeline view (Orders Page) provides a view of all orders that are in the system. By default newer orders appear on top.

Order Pipeline Overview

• Sorting Orders
  1. Orders can be filtered by:
     1. Status: All Statuses, Pending, Error, Completed, or Cancelled
     2. Assignment: All Assignee's, Unassigned, and My Orders (Admin view Only)
  2. Orders can also be sorted by clicking on any of the following column headings: Applicant, Created On, and by Assigned To.

• Searching Orders
  1. Members can use the search bar to search through all orders and retrieve a specific one or set of orders.
  2. Members can search by Applicant Last Name, Reference #, or Order ID

• Order Details- Members can click on individual (line item) orders to view the details page for a specific order. The order details page will provide all order details listed in the Pipeline page and the following information:
  1. All information that was entered in order creation
  2. Applicant ID, Report Type, and Applicant Email

• Status - Informs members on the current status of orders. If an order is completed the download PDF or View html report option is made available. 
• Bulk Transfer - Selecting the 'check-boxes' allows for bulk transfer of orders from one team member to another.