Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

HideElements
metastrue
commentstrue
breadcrumbtrue
childpagestrue
watchtrue
sidebartrue
sharetrue
favoritetrue
toolstrue
spacelogotrue
labelstrue
likestrue

Background Color
color#D3D3D3
Section
Column
width90


Home > EMResource > Guide - Preferences > Create or Edit Your a Custom View


Column
width10

A custom view can be created to display information about specific resources. This view can be accessed through the View menu, or it can be made to open as your default view. You can edit your customized view at any time.

Image Removed

Image Added

For tips on working with 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 or edit

your

a custom view

From any page, open the Preferences menu in the main navigation bar and select
  1. In the main menu, click Preferences and, in the list, select Customized View.
The
  1. The Edit Custom Viewpage opens.
  2. Take one or more of these actions.

    If you want to…

    Then…

    Add more resources to the custom view,

    1. Click Add More Resources.
The
    1. The Find Resources
page
    1.  page opens.
    2. Enter
or select
    1. search criteria in one or more fields
,
    1. and click Search. The
page shows the results of your search.Select the check box for every resource
    1. search results open.
    2. On the left, select the checkbox for the resources you want to include in the view.
    3. Click Add to Custom View.
The
    1. The Edit Custom View
page
    1.  page re-opens
showing your additions.Repeat these steps to add more resources
    1. .

    To create a new section on the view,

    On the lower left, enter the section

header
  1. name and

click
  1. click Create Section.

  • Repeat this step for other sections you want to add.

    1. To move a resource to a new section

    :
    1. ,

      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.

      To change the order of sections,

    do
    1. Do one or both of the following:

      1. Drag the section headers up or down in the left pane.
      2. Click Sort All.

      To change the order of resources within a section,

    do
    1. Do one or both of the following:

      1. Drag and drop the resource to its new location in the list.
      2. Click
    Sort Edit
      1. Sort in the section header.

    From here you can also:

    Click Options. The
    1. To edit a section name

    by selecting the section in the left pane and click its Edit link.
  • Delete a section by selecting the section in the left pane and click its Delete link. All resources within that section will also be deleted.

    1. ,

      1. On the left, click the section name. The section is highlighted.
      2. On that row, click Edit. The name appears in a new field entitled, New name.
      3. Edit the section name and click Submit.

      To delete a section,

      1. On the left, click the section name. The section is highlighted.
      2. On that row, click Delete. The section is removed.

      To change the standard statuses (columns) in your custom view,

      1. On the lower right, click Options. The 
      1. Edit Custom View Options (Columns)
    page
      1.  page opens.
      2. Select or clear the
    Statuses you want to include in your view
      1. checkboxes for Standard Statuses.
      2. If appropriate, in the Options section, select
    any other column Options
      1. or clear these checkboxes.
      2. Click Save.
    1. If appropriate, select
    the
    1. the Make this custom view my default view
    in this region check box
    1.  checkbox.
    Click
    1. Click Save. Your customized view opens.
    Panel
    borderColor#000000
    titleColor#000000
    titleBGColor#D3D3D3
    titleHelpful Links

    Juvare.com

    Juvare Training Center

    Announcements

    Community Resources