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Create a View

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As an administrator, you may be able to create a view for your region or for multiple regions.

viewcreatepage.png

You decide the region or regions to include, specify the sub-resource types to be included in the view, and specify the status types, resource types, and individual resources that appear in the view. You can specify the order in which resources appear within their resource type, the order of status types, and much more.

The view creation process is set up to guide you through the various steps. This "wizard-like" approach helps ensure you review all necessary elements.

You can elect to make the view automatically visible to all users in the included regions. If you do not, each user must be granted specific access to the view.

To create a view
  1. From any page, open the Setup menu in the main navigation bar and click Views. The Region Views List opens.

  2. Click Create New View. The Create New View page opens to the General tab.

  3. In each tab, select or enter the appropriate information, then click Next.

General tab

 

View Name

Specify the name of the view (required). This name appears in the View menu and in the view's header.

Description

Enter a description of the view. The description is for administrative purposes only.

Select Sub-Resources Types to be included in the view

Select the sub-resource types that can be available in the view. When selected, the primary sub-resource of that type may appear in the view, depending on other selections you make.

Regions tab

 

Select regions to be included in this view.

Select one or more regions to include in the view.

Resources tab

 

Select resources to be included in this view.

Select resources to include in the view.

Tip: You can sort the list by name or you can use the search fields at the top to locate the specific resources.

Status Types tab

 

Select status types to be included in this view.

Select status types to include in the view. You can include daily and event-only status types.

Tip: You can sort the list by name or you can use the search fields at the top to locate the specific status types.

Sort Status Types tab

 

Adjust sort order for selected status types.

Specify the order in which the status types should be displayed in the view.

You can also specify alphabetic order by clicking the Sort alphabetically option at the bottom of the tab.

Advanced tab

 

Configure settings for resource types in this view.

Configure each of the Resource Types listed and specify the order in which the resource types appear in the view.

By default, all options are selected.

You can include the New Resource Types added in future option when setting the order. If new resource types are added in the future, they appear in the view where this option appears in this list.

Region

Region to which this resource type belongs.

Resource Type

Resource types included in the view.

You can change the name that appears in the view for these resources. This comes in handy when creating multi-region views since Resource Type names may be repeated among regions. Or, you might want to change the name to one that fits better with this particular view.

Statuses by Column

Select to show statuses in the view in columns rather than rows (not selected).

Comments

Select to show in the view any comments that were entered the last time the status was updated.

Timestamp

Select to show in the view the date and time of the last update to the status.

User

Select to include in the view the name of the user who last updated the status.

Future Resources

Select to automatically include in the view any resources that are added to the resource type in the future.

Sort Resources

Sort resource information by choosing one of the following: Name, Status, Custom.

If you choose Name, select ascending or descending order.

If you choose Status, select the status by which to sort and, if appropriate, select ascending or descending order.

If you choose Custom, set the sort order for resources or specify they should be sorted alphabetically.

New Resource Types added in future

Select to automatically include in the view any resource types that are added to the region in the future.

You can only specify this option for the originating region that is, the region you or another user was logged into when the new view was set up.

Sort buttons

For quick sorting, use the buttons at the bottom of the table to sort by region, resource type, or region and resource type.

Other Options: Display Status Type Summary

Select to include grand totals at the bottom of the view. A grand total appears for each numeric status type that is set up to display summary totals.

Fix columns width

Select to apply a fixed width to the Comments, Last Update time, and last update By User columns.

Users tab

 

Security

Select the check box to make the view available to all users in all selected regions or clear it to select individual users.

  1. Click Save.

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