Purpose Statement

Saved Views allow users to customize and quickly access filtered Fire Incident lists based on specific criteria. This feature improves efficiency by reducing repetitive filtering and ensures users can focus on the most relevant incident data for their role.

Background Information

Within the Fire Incident List, users can create personalized or shared views to organize and filter incident data. These views can include selected columns, sorting preferences, filtering criteria, and visibility settings. Saved Views are especially useful for tracking specific workflows such as pending reports, authorization statuses, or compliance-related incidents.

Users can:

• Access predefined and custom views
• Favorite frequently used views
• Set a default view upon login
• Share views with individuals, roles, or the entire organization

Required Permissions

To create and manage Saved Views, users typically need:

• Access to Incident Documentation
• Permissions to View Fire Incidents
• Permissions to Create/Edit List Views
• Optional: Permissions to Share Views with Organization or Roles

Note: Permission names may vary by agency configuration.

Video

Step-by-Step Guide
 

1. Navigate to Fire Incident List

1. Select Incident Documentation from the main navigation
2. Click on Fire Incident List

2. Access Existing Views

1. Click the View Dropdown Menu
2. Review:
   • Predefined views
   • Custom views (created by you or shared with you)
3. Optional actions:
   • Click the Star Icon to add to Favorites
   • Click the Push Pin Icon to set as your default view

3. Create a New View

Option A: Create from Scratch

1. Click the Three Dots Menu (⋮)
2. Select Add View

3. Enter a View Name (e.g., "Pending Authorization")
4. Select desired Columns
5. Click the Arrow to move columns to the selected list
6. Arrange column order as needed

Option B: Clone an Existing View

1. Click the Three Dots Menu (⋮)
2. Select Clone View

3. Rename the List View
4. Modify:
   • Columns
   • Filters
   • Sorting
   • Visibility settings

4. Configure Sorting

1. Set Primary Sort (e.g., Status)
2. Set Secondary Sort (e.g., Date)

5. Enable Filtering

1. Select Allow Filtering
2. Add fields you want available for filtering
   • Includes both selected and non-selected columns

6. Set Criteria (Default Filters)

1. Define conditions for the view
2. Example:
   • Field: Status
   • Condition: In
   • Value: Pending Authorization

7. Configure Visibility

1. Choose who can view the Saved View:
   • Only Me
   • Everyone in Organization
   • Selected Users, Roles, or Ranks
2. Optional:
   • Enable Edit Access for shared users

8. Set Pagination

1. Choose default number of records per page:
   • 20, 50, 100, or 500

9. Save the View

1. Click Save
2. The system will load your new Saved View

10. Manage Saved Views

1. Return to the View Dropdown
2. Add to Favorites if needed
3. Access anytime from the top of the list

Best Practices

• Use clear, descriptive names for views (e.g., “Pending Authorization – EMS”)
• Limit columns to only what’s necessary for readability
• Use default criteria to reduce manual filtering
• Share views with teams to standardize workflows
• Avoid granting edit access unless collaboration is required
• Use Favorites for frequently accessed views

Troubleshooting & FAQs

Q: Why can’t I create a new view?
A: Verify you have the required permissions to create or edit list views.

Q: My view isn’t showing expected results.
A: Check the Criteria section to ensure filters are set correctly.

Q: Can other users edit my shared view?
A: Only if you enabled the “Allow Edit” option when sharing.

Q: Why isn’t my default view loading?
A: Ensure the Push Pin icon is selected for that view.

Q: Can I include filters for columns not displayed?
A: Yes, filters can be applied to both visible and non-visible columns.