Purpose Statement
The Custom View feature within the Med Log allows users to create filtered, organized, and shareable views of medication data. This helps departments quickly access relevant medication records, streamline reporting, and reduce manual filtering each time the Med Log is accessed.
Creating filtered views improves efficiency, ensures consistency in data review, and allows supervisors or administrators to share standardized views across teams.
Background Information
The Med Log module tracks medication usage, events, and related data for Fire/EMS agencies. By default, users see a standard system view; however, Custom Views allow users to:
Filter records by specific criteria (e.g., calendar year, medication type, station, etc.)
Select and arrange visible columns
Apply default sorting
Control pagination
Share views with individuals or the entire organization
Custom Views are especially useful for:
Annual medication audits
Controlled substance tracking
Supervisor review
Compliance reporting
Shift or station-level tracking
Users must have appropriate Med Log access permissions to create and share views.
Required Permissions
To create and share a Custom Med Log View, users must have:
Access to the Medications module
Permission to View Med Log
Permission to Create/Edit Custom Views (if role-restricted)
Permission to Share Views (if sharing beyond “Only Me”)
If a user cannot see the + Add View option or sharing controls, verify their role permissions under:
Admin > User Management > Roles & Permissions
Video
Step-by-Step Guide
1. Navigate to Med Log
Select Medications from the main navigation menu.
Click Med Log.
2. Access View Options
Select the three vertical dots (ellipsis) next to the view dropdown.
Choose from:
+ Add View - creates custom view
Clone - allows you to clone and edit existing view
Copy Link - copies the URL link to the selected view
3. Create a New View
Select + Add View.
4. Enter View Name
In the View Name field, enter a descriptive name (e.g., “2026 Med Log – Calendar Year”).
5. Select Columns
From Available Columns, select a column.
Use the right arrow to move it to Selected Columns.
To remove a column, select it under Selected Columns and use the left arrow.
6. Arrange Columns
Drag columns using the six-dot handle to reorder.
Use the thumbtack icon to pin important columns to the top.
7. Apply Sorting
From the Sort By dropdown, select a column.
Choose Ascending or Descending order.
(Optional) Use the Then By dropdown to apply a secondary sort.
8. Add Filters
In the Filter field, begin typing to search for available filters.
Select the desired filter option.
9. Define Criteria
Use the dropdown's to define:
Field
Operator
Value
Example: Event Date → Equals → This Calendar Year.
Important Note:
Available Operators and Values may change depending on the selected Field.
10. Add Additional Criteria (Optional)
Select + Add Criteria.
Choose:
AND (both conditions must be met)
OR (either condition can be met)
11. Configure Sharing Settings
Under sharing options, select:
Only Me
Everyone
Selected Users
If selecting Everyone or Selected Users, you may enable:
Allow other users to apply changes to this view
12. Select Specific Users (If Applicable)
Use the dropdown to filter by:
Users
Ranks
Roles
Use the search bar to narrow results.
Select a user and use the right arrow to move them to Selected Users.
Click Add when finished.
13. Set Default Pagination
Choose the default number of records per page:
20
50
100
14. Save the View
Select Save.
Confirm the success message appears.
15. Access Your Custom View
Open the View dropdown.
Locate your new view under Custom Views.
Optionally:
Select the Star to favorite the view.
Select the Thumbtack to pin it.
Best Practices
Use clear naming conventions (e.g., Year + Purpose).
Limit columns to only necessary fields for readability.
Use AND/OR logic carefully to avoid unintended results.
Restrict editing permissions when sharing compliance-related views.
Pin commonly reviewed views for quick access.
Periodically review shared views to ensure criteria remain accurate.
Troubleshooting & FAQs
Q: I don’t see the + Add View option.
A: Verify your role permissions include the ability to create custom views.
Q: Why are my filter options changing?
A: Operators and available values adjust dynamically based on the selected Field.
Q: Other users can’t see the view I created.
A: Confirm the sharing option is set to Everyone or Selected Users—not Only Me.
Q: A shared view was modified unexpectedly.
A: Check if “Allow other users to apply changes” was enabled.
Q: My view is not showing expected records.
A: Review your Criteria logic and confirm AND/OR selections are correct.