How to organize "My Records" into smaller, more manageable groups called “Collections”

Clicking on the My Records tab displays all records for which you are listed as a contact. After you are listed as a contact on many records related to the Building Tune-Ups program, you may feel the need to organize your records into smaller, more manageable groups. The Seattle Services Portal allows you to do this by creating “Collections” of records within My Records. You might want to, for example, create a Collection for a particular Building ID that includes the Claim, Claim Amendment, and Building Tune-Up Summary report to separate it from records related to other buildings. To do so, follow the below instructions.

1. Log into the Seattle Services Portal, click the My Records tab in the menu bar at the top of the page.
2. On the left side, click the check boxes next to the records that you want to organize into a Collection.
3. Click the “Add to Collection” link. Name the Collection, then provide a description, if desired. Click the Add button.
4. To see the records in your newly created Collection, click on “Collections” near the top of the page, then click the name of that Collection. From this screen, you can also rename or delete the Collection. Deleting the Collection will not delete the records within it. It will simply move those records back to My Records.