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Create Your Custom View

You can create your customized view at any time. Each user can have one custom view.

userinfocustomizedview.png

For tips on creating your custom view, refer to About Your Custom View.

Note: You may include resources from neighboring regions in your custom view, but only if a Mutual Aid Agreement has been put in place or you have been granted access to multiple regions.

To create your custom view
  1. From any page, open the Preferences menu in the main navigation bar and select Customized View. The Edit Custom View page opens.

    1. Click Add More Resources. The Find Resources page opens.

    2. Enter or select search criteria in one or more fields, and click Search. The page shows the results of your search.

    3. Select the check box for every resource you want to include in the view.

    4. Click Add to Custom View. The Edit Custom View page re-opens showing your additions.

    5. Repeat these steps to add more resources.

  2. To create a section, enter the section header and click Create Section.

  3. Repeat step 2 for other sections you want to add.

  4. To move a resource to a new section:

    1. In the left pane, select the section where the resource currently resides.

    2. In the right pane, drag the resource to the left pane and drop it on the appropriate section.

  5. To change the order of sections, do one or both of the following:

  • Drag the section headers up or down in the left pane.

  • Click Sort All.

  1. To change the order of resources within a section, do one or both of the following:

  • Drag and drop the resource to its new location in the list.

  • Click Sort in the section header.

  1. Click Options. The Edit Custom View Options (Columns) page opens.

  2. From Statuses, select the statuses you want to include in your view.

  3. If appropriate, in Options select any other column options.

  4. Click Save.

Note: When you click Save in this page, you may be taken directly to the customized view. To go back to finalizing your customization, open the Preferences menu in the main navigation bar and select Customized View.

  1. If appropriate, select the Make this custom view my default view in this region check box.

  2. Click Save. Your customized view opens.

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Last modified
14:58, 27 Apr 2017

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