Access: City Regulators
Overview: How to add, edit, delete and filter yellow grease records.
- Adding a Yellow Grease Record
- Editing or Deleting a Yellow Grease Record
- Sorting Yellow Grease Records
- Filtering Yellow Grease Records
Adding a Yellow Grease Record
To add a yellow grease record to a specific establishment, within an establishment's profile, on the top navigation bar click the ‘New yellow grease’ tab. Complete the form and attach any files you need to, then click Save.
Alternatively, click the 'Yellow grease' tab from the main navigation bar and press Add yellow grease record. Complete the form and then click Save.
Editing or Deleting a Yellow Grease Record
Yellow grease records can be edited or deleted either from within the 'Yellow grease' tab or from an establishment's feed by selecting either the pencil icon to edit, or the trash can to delete.
Sorting Yellow Grease Records
You can sort yellow grease service records alphabetically or by date by clicking on one of the blue columns, which include:
Filtering Yellow Grease Records
Select the ‘Yellow grease’ tab from the top navigation bar to view a list of all yellow grease records.
Using the default filters, you can filter by:
Type part or a full establishment name.
|Provider||Type part or a full provider name.|
|Matched||Select All, Unmatched, or Matched yellow grease services only from the dropdown box. Matched means they are linked to a specific service provider. Unmatched means there is not a specific service provider, which could be due to typo errors or the service provider does not exist in the system.
Choose the date parameters you want to view yellow grease records for.
You can also filter by any custom yellow grease property. To do this, select Add custom filter > Add filter by custom property. Select the yellow grease property you wish to filter by from the menu that pops up.
There are three different filter options for custom property filters:
i) filter contacts by if the selected contact property value is known
ii) filter contacts by if the selected contact property value is unknown
iii) filter contacts that match an inputted value for the selected contact property
Select your option and click Add.
You will the see the filter listed at the bottom of the search form. Apply any other filters you wish and then select the blue ‘Apply’ button.
You can save any custom property filters by following the advice in the knowledge base article Saving Search Filters.