|
Location: Configuration  View profile
Prerequisites:
▪None. |
Optional:
▪Plan |
Overview:
The view profile allows defining the set of information that will be displayed when the user accesses the screens of the planning, monitoring and viewing menus and the widgets related to SE Risk. The view profiles configured in this menu can be associated with the plans included in the system.
Specific buttons:
|
Click on this button to add a new view profile. For further information on this operation, see the Configuring a view profile section.
|
|
Click on this button to edit the view profile selected in the list of records.
|
|
Click on this button to delete the view profile selected in the list of records.
|
|
Click on this button to make the view profile selected in the list of records the default. This view profile will be applied to the SE Risks screens when viewing information for plans that have different profiles. The default view profile can be identified through the "Default?" column in the list of records.
|
|
Click on the arrow next to this button to export the list of records displayed on the main screen to an Excel file, configure a new report or associate an existing report, or search the parameters that may be used in the configuration of new reports.
|
|
Click on this button to enable/disable the record selected on the main screen. To view the disabled records, use the "Status" field of the General filter, in the search filters panel.
|
Use the "Search filters" to easily retrieve the desired records based on specific information.
|
|
