Creating Saved Views of Fire Incidents

Creating Saved Views of Fire Incidents

Purpose

  1. To explain how saved views can be used in the incident documentation module.

Background

  1. When viewing the Fire Incident List, saved filters can be applied to quickly narrow your search field. 

Video




Directions

  1. Certain permissions can be set to allow users to Create, Read, Update, and/or Delete Saved Views.
    1. Create - This allows users to create saved views from scratch and display the  button. These saved views will display for the entire department. 
    2. Read - This allows ANY user access to the saved views created but make no changes to them.
    3. Update - This allows users to update saved views from its current configuration. 
    4. Delete - This allows users to delete any saved view.





    Any changes made to these Saved Views are made system wide for the department.  For example, if an admin makes a saved view for a daily routine, it will be available to every user who has the Read permission for Incident Report Saved View. Saved views are not personal. 



  2. Navigate to Incident Documentation > Fire Incident List.





  3. On the Fire Incident List, you will see the Saved Views as well as the  button with appropriate permissions applied.





  4. These views will allow the user to have pre-set filters to apply to the fire incident list. 





  5. Once applied, filters can still be adjusted within the filters section by deleting a criteria with the X button next to a specific criteria or by selecting the  button.





  6. To create a Saved View, select the filters the user would like applied to the search then select the  button.

  7. A pop-up window will appear. If replacing the current saved view, select Override Current. Otherwise, select Save New.



  8. Type in the desired name for your search and select Save.




  9. The new search will appear under the Saved Views.



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