All users can save My Work searches as views, which will allow easy access to their most relevant searches. It is quicker to click a view and run it than recreate the search criteria and Table customisations.
1. Select Worklist > My Work
2. Define your My Work search criteria.
NOTE:
See My Work Overview and Search for more information
See My Work Overview and Search for more information
3. Press Save View, and a pop-up box will appear
4. Enter a name and description for your view to make the view easily identifiable
5. Select the visibility level for the view
- Global Views (seen by all in the company) - System Admin
- Workgroup Views (seen by all in your Workgroup) - Supervisor
- Individual Views (views created by you and only seen by you) - All Users
6. Press Create
7. Saved views are located within the collapsed control panel ( ) on the left-hand side of the My Work screen.
NOTE:
If you have a saved view that doesn't have a defined date range, ConSol will automatically default to a time frame of one year prior to the current date. If you need a different date range, you can easily adjust the settings in your saved view.
If you have a saved view that doesn't have a defined date range, ConSol will automatically default to a time frame of one year prior to the current date. If you need a different date range, you can easily adjust the settings in your saved view.