Storing “Favourites”

Two facilities are provided to enable the user to store favorites, set up recurring jobs or add items to the menu system. These facilities are bookmarks and templates which are both described in this section

The difference between the two is

Bookmark           – allows you to re-execute a view and is best used for searches.

Template             – allows you to create a new view populated with data that tends to be constant for that view. This is best used for transaction based detail views such as jobs and manifests.

Book Marks

A bookmark is a copy of a view that you wish to access easily. For example by bookmarking a search view you are able to run that search quite easily whenever you need to.

The bookmark is running an existing view and so caution must be used if the view contains fields such as date which may lose their accuracy as time passes.

To bookmark a view you should first populate that view with whatever data you feel is relevant to the bookmark and then click on the bookmark button at the bottom of the screen. This will open up a window as shown. You can use this to apply a Folder and Sub-Folder to the view followed by the text you wish to have displayed.

For standard users this is the entire data that must be entered for a bookmark and will result in the creation of a personal bookmark for your use. If the bookmark is being made by the system or site auditor they can allocate roles to the bookmark which will result in that bookmark being made available to users who have that role.

Templates

Templates differ from bookmarks in that they are not used as a shortcut to a view but are a method of storing common (recurring) fields relating to a view which will then populate a new record for that view. For example you can populate a job detail view with a number of fields for a particular client then template this view, thereby creating a quick method of launching a new job.

To create a template you should first populate that view with whatever data you feel is relevant to the template and then click on the template button at the bottom of the screen. This will open up a window as shown. You can use this to apply a Folder and Sub-Folder to the view followed by the text you wish to have displayed.

For standard users this is the entire data that must be entered for a template and will result in the creation of a personal template for your use. If the template is being made by the system or site auditor they can allocate roles to the template which will result in that template being made available to users who have that role.

Bookmark Administration

The menu gives all users the ability to carry out administration functions on bookmarks. For most users this facility is restricted to their personal bookmarks. For site or system administrators this facility extends to the common library of bookmarks.

The bookmark administration facility also allows you to carry out administration tasks on templates.

Selection of the Bookmarks option will result in a display of all bookmarks as is shown above. This view is of an administrator’s facility. Standard users will not have the roles column.

The user can at this point chose to either delete or edit a bookmark using the appropriate buttons on the right hand side. If the edit option is selected a window such as that shown below is presented.

All users can change the folders or text for the bookmark. Administrators will also be able to change the roles that have access to the bookmark.