Purpose Statement

The Saved Views feature in the Daily Log List enables users to create, customize, and share personalized views of daily log data with specific column layouts, sorting preferences, filtering criteria, and access controls. This functionality streamlines daily log list management by providing quick access to frequently used data configurations and enabling consistent reporting across department personnel.

Background Information

Daily Log List Saved Views transform the standard daily log list interface into a customizable tool that adapts to different roles, responsibilities, and reporting needs. Users can create views tailored to specific apparatus, activity types, time periods, or other criteria while controlling who has access to these customized perspectives.

The feature supports both private views for individual use and shared views for team coordination. Advanced filtering and sorting options ensure that each view displays exactly the information needed for specific workflows, reducing time spent navigating through irrelevant data and improving operational efficiency in daily log list management.

Required Permissions

Based on the system permissions structure, users need the following permissions to create and manage daily log list saved views:

Based on the system permissions structure, users need the following permissions to create and configure Saved Views:

• View Daily Log - Required to access the Daily Log section
• Events - Required to access the Events and Activities module
• Create and Edit Daily Log - Required to create new saved views and modify existing ones

Video

Step-by-Step Guide

Step 1: Navigate to Daily Log

1. Access the Events and Activities module from the main navigation menu
2. Select Daily Log from the sub-menu options
3. The system will display the default "All Daily Logs" view
   

Step 2: Access the Add View Option

1. Locate the vertical ellipses (⋮) button in the top-right corner of the Daily Log interface
2. Click the vertical ellipses to open the dropdown menu
3. Select Add View from the available options
   

Step 3: Configure Basic View Settings

1. Enter a descriptive name for the view in the designated field
2. In the Available Columns section, select the columns you want to display in your custom view
3. Click the arrow button to move selected columns into the Selected Columns area
4. Arrange columns in your preferred display order by dragging them within the Selected Columns section
   

Step 4: Set Sorting Parameters

1. Choose a primary field for sorting from the dropdown menu
2. Select either Ascending or Descending order for the primary sort
3. Optionally, choose a secondary field for additional sorting criteria
4. Set the secondary sort order to Ascending or Descending as needed
   

Step 5: Configure Filter Fields

1. In the Filter Fields section, select which fields should appear as available filters
2. Choose all fields for maximum flexibility or select specific fields relevant to your use case
3. Selected filter fields will be available to users when applying the saved view
   

Step 6: Define View Criteria (Optional)

1. Set specific criteria that activities must meet to appear in the view
2. Example: Configure the view to show only activities assigned to a specific station
3. Use the expression builder to create more complex filtering rules
4. Test criteria logic to ensure desired results
   

Step 7: Set Sharing Permissions

1. Choose from three sharing options:
   • Keep Private: View accessible only to you
   • Share with Everyone: View accessible to all users with appropriate permissions
   • Share with Selected Users: View accessible to specific chosen users
     
     
     
     
     
2. If sharing with selected users:
   • Click to open the user selection popup window
   • Select desired users from the available list
   • Click the arrow button to move users to the "Selected" area
   • Click Add to confirm user selection
     
     
     
     
     
     

Step 8: Set Edit Permissions

1. Check the "Allow other users to edit this view" checkbox if you want to grant edit access to other users
2. Leave unchecked to maintain exclusive edit control over the view
   

Step 9: Configure Pagination

1. Select the default pagination setting for how many records display per page
2. Choose an appropriate number based on typical usage patterns
   

Step 10: Save and Verify the View

1. Click Save to create the custom view
2. Verify the new view appears in the Custom Views dropdown list
3. Test the view by selecting it and confirming it displays the expected data and filters
   

Step 11: Saved View Options

1. Saved View can now be edited, Cloned or Deleted.
   

Best Practices

Do's

• Create daily log list views with clear, descriptive names that indicate their purpose and scope
• Use primary and secondary sorting to organize daily log list data logically for your workflow
• Share useful daily log list views with team members to promote consistency and efficiency
• Regularly review and update custom views to ensure they remain relevant for daily log list management
• Consider creating apparatus-specific views for focused daily log list tracking
• Use criteria filtering to reduce information overload and improve focus on relevant daily log entries

Don'ts

• Don't create daily log list views with overly complex criteria that are difficult to understand
• Don't share views widely without considering whether they're useful to other users
• Don't forget to test daily log list views after creation to ensure they display expected results
• Don't delete shared views without consulting other users who may depend on them for daily log list access
• Don't create duplicate views that serve the same purpose in daily log list management

Tips & Recommendations

• Start with the default daily log list view and identify what changes would improve your workflow
• Create multiple specialized views for different aspects of daily log list management
• Use cloning to quickly create variations of successful daily log list view configurations
• Document view purposes and criteria for complex shared daily log list views
• Coordinate with team members to avoid creating redundant custom daily log list views
• Consider apparatus or shift-specific views for varying daily log list requirements

Troubleshooting & FAQs

Q: I don't see the "Add View" option in the daily log list when I click the vertical ellipses. Why not?
A: The ability to create custom daily log list views depends on your user permissions. If you don't see this option, you may not have the necessary permissions to create saved views for the daily log list. Contact your administrator to request appropriate permissions if needed for your role.

Q: I created a custom daily log list view but other users can't see it even though I selected "Share with Everyone." What's wrong?
A: Sharing capabilities may be limited by system configuration or your user permissions. Users also need appropriate daily log permissions to access shared daily log list views. Verify that the intended users have daily log access and check with your administrator about view sharing settings.

Q: Can I modify the column order in my daily log list view after creating it?
A: Yes, you can edit existing custom daily log list views by clicking the vertical ellipses next to the view name and selecting "Edit." This allows you to modify column selections, order, sorting, and other settings for the daily log list display. Remember to save your changes after making modifications.

Q: What's the difference between cloning a daily log list view and editing an existing view?
A: Editing modifies the original daily log list view and affects all users who have access to it. Cloning creates a completely new copy that you can modify independently without affecting the original daily log list view. Use cloning when you want to create a variation while preserving the original configuration.

Q: My custom daily log list view isn't displaying the activities I expect based on my apparatus criteria. How can I fix this?
A: Review your criteria settings to ensure they're configured correctly for daily log list filtering. Test with simpler criteria first, then add complexity gradually. Also verify that the activities you expect to see actually meet your specified apparatus criteria and that you have permission to view them in the daily log list.

Q: Can I set different pagination settings for different daily log list custom views?
A: Yes, each custom daily log list view can have its own pagination setting. When creating or editing a view, you can specify the default number of entries to display per page. This allows you to optimize each daily log list view for its specific use case and the amount of data typically displayed.

Related Articles

1. Events & Activities: Creating a Daily Log Entry
2. Events & Activities: Daily Log Overview
3. Events & Activities: Daily Log History Overview
   
4. Events & Activities:  Daily Log List Overview
   
5. Events & Activities: Daily Log Saved Views