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  • A User may need to continuously monitor the list of of equipment as its information is being updated based on the System design or site survey. 
  • A Client may require monthly Case Handling Reports

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  1. Open the associated standard view (e.g., All Cases, Device/Equipment List, etc.)
  2. Click the View button at the top of the Grid View.
  3. Select Load... from the  drop-down menu options. The menu will include the custom view configurations saved by you, as well as Saved Views shared by other Users (subject to User Permissions). 
  4. Select a Saved View by name or select View All... option.  The menu will include the custom view configurations saved by you, as well as Saved Views shared by other Users (subject to User permissions).

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Gliffy Diagram
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displayNameView Load Dropdown
nameView Load Dropdown
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Changing a Saved View

Saved Views can be edited to better meet a User's needs. Editing a Saved View allows for the reconfiguration of columns and filters as well as a change of name if needed.

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