Personnel Custom List Views
Purpose
- To demonstrate the use of custom views for the Personnel List.
- Custom views can be used to control which users can view and manage specific personnel information.
Video
Directions
1. Click on the vertical ellipsis, then Add View.
2) Define the View
- 1) View Name: This is the display name for the view that the user will select from the view list. It should reflect the general purpose for the view.
- 2) Columns: Select the columns that will be visible in the view.
- The column order from top to bottom in the setup reflects the order left to right in the list view. Drag to reorder columns as needed.
- 3) Filtering: Define the filters that will be available to use within the view.
- 4) View Criteria: Setting criteria can specify which personnel will populate the list view without the need for filters.
- 5) View Sharing: Specify which users within the organization are allowed to access the view.
Examples
Criteria Considerations
- Use criteria to build views unique to a shift, station, qualifier, or other field.
Narrowing access down to selected users can help an agency control access to personal information.
4. When you're finished building or editing a Custom View, click on Save.
5. Users will see any views for which they have access within the dropdown list in the top left corner of the page.
6) Use the "Favorites" tool to float those views to the top of the dropdown list.
7) Use the Pin tool to pin one view. The pinned view is displayed first anytime you visit the Personnel List.
8) Use the 
icon to pin the first column on the list view as an anchor during horizontal scrolling.
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