Purpose Statement

The Investigation List Views feature allows users to create customized views of Fire Investigation records based on specific filters, criteria, and column configurations. This improves efficiency by enabling users to quickly access the most relevant investigations for their role or workflow.

Background Information

Within the Investigation List, users can create personalized or shared views that control:

• Which records are displayed
• What filters and criteria are applied
• Which columns are visible and how they are arranged
• Who has access to the view

Views can be tailored for common use cases such as:

• Incomplete investigations
• Pending authorization reviews
• Assigned investigations by user or station

Required Permissions

Users typically need:

• Fire Investigation Access
• View Investigation List
• Create/Edit Views
• Share Views (optional)

Permissions may vary depending on agency configuration.

Video

Step-by-Step Guide
 

1. Navigate to Investigation List

1. Navigate to the Fire Investigation module.
2. Select Investigation List.

2. Create a New View

1. Select the three dots next to the current view.
2. Select + Add View.

Note:
Depending on the selected view, you may also see options to Edit or Delete.

3. Name the View

1. Enter a Name for the new view.

4. Select Available Filters

1. Choose which filters will be available for this view.

5. (Optional) Set Criteria

1. Define rules that determine which records appear in the view.

Example:
Show only Incomplete Fire Investigations.

6. Select a Field

1. From the Field dropdown, select the field to apply criteria to.

7. Choose an Operator

1. Select an operator based on how the rule should behave:
   • In — matches any value in a list
   • Not In — excludes values in a list
   • Is Null — field has no value
   • Is Not Null — field contains a value

8. Select Values

1. From the Value dropdown, select the value(s) needed to complete the rule.

9. Add Additional Criteria (Optional)

1. Add more rules if needed.
2. Define how rules interact:
   • AND — all conditions must be met
   • OR — any condition can be met

10. Remove Criteria

1. Select the trashcan icon to remove a rule.

11. Set Sharing Permissions

1. Choose who can access the view:
   • Only Me
   • Everyone
   • Selected Users

12. Set Edit Permissions (Optional)

1. If sharing with others, select the option to allow them to edit the view.

13. Set Default Pagination

1. Choose how many records display by default:
   • 20
   • 50
   • 100

14. Configure Columns

1. Select the Columns button.

15. Add Columns

1. Select + Add.
2. Choose columns using checkboxes.
3. Select Add Columns.

16. Customize Column Layout

1. Rearrange columns using the six dots (drag and drop).
2. Select X to remove a column.
3. Use the thumbtack icon to pin important columns.
4. Set sorting for up to two columns (ascending or descending).

17. Save the View

1. Select the Save icon to save your new view.

18. Review and Manage the View

1. Locate your saved view in the dropdown.
2. Use:
   • Star icon to mark as a favorite
   • Thumbtack icon to set as the default view

Best Practices

• Use descriptive names (e.g., “Pending Authorization – Supervisor View”).
• Limit criteria to only what’s necessary to keep views efficient.
• Share views with teams when standard workflows exist.
• Pin frequently used columns for quick access.
• Use default pagination that matches your typical workload.

Troubleshooting & FAQs

Why don’t I see my saved view?
Ensure the view was saved and that you have access based on sharing settings.

What’s the difference between filters and criteria?
Filters are user-adjustable, while criteria are fixed rules applied to the view.

Can I edit a shared view?
Only if you were given permission to edit when the view was shared.

How do I remove a column from my view?
Use the X icon in the column configuration panel.

Can I create multiple criteria rules?
Yes, and you can combine them using AND/OR logic.