In Browser, you are able to select which columns you wish to appear when viewing the Data tab of a PI's notebook, as well as on the edit data screen for the PI, in addition to selecting which order the columns should be displayed in on the Data tab.
- Column and Benchmark Selection - Data Tab
- Column and Benchmark Order - Data Tab
- Column and Benchmark Selection - Edit Data Screen
Column and Benchmark Selection - Data Tab
The columns that are displayed when viewing the data tab on a PI's notebook are dependant on the following priority order:
- Column preferences set by the logged in User. If this is not set then:
- Site default column preferences set by a Site Admin. If this is not set then:
- Pentana Risk default column preferences
Site Admins can set the site default columns and benchmarks for the data tab of a PI via the following:
- Select the 'Data' tab of the PI
- Select the 'PI Data' header
- Select either the 'Edit Columns' or 'Edit Benchmarks' option
- Choose the columns/benchmarks you wish to be displayed
- Check the 'Save as default' option
- Select 'Save & Close'
Note that site default columns are set on a per PI basis.
Users can set their own column and benchmark preferences via the following:
- Select the 'Data' tab of the PI
- Select the 'PI Data' header
- Select either the 'Edit Columns' or 'Edit Benchmarks' option
- Choose the columns/benchmarks you wish to be displayed
- Select 'Save & Close'
Note that User default columns are set on a site wide basis i.e if a User saves default columns for a PI, the same columns will be displayed for all PIs that they have visibility of.
Column and Benchmark Order - Data Tab
The order in which the columns that are displayed when viewing a PI's data tab is dependant on the following priority order:
- Column order set by the logged in User. If this is not set then:
- Pentana Risk default column order
Users can set their own column order preferences via the following:
- Select the 'Data' tab of the PI
- Right click on the column that you wish to move
- Select either 'Move Left', 'Move Right', 'Move To First' or 'Move To Last'
Note that column order preferences are set on a per PI basis i.e if a User saves the column order for a PI's data tab, it will only be applied to that specific one.
Column and Benchmark Selection - Edit Data Screen
The columns that are displayed when viewing the PI's edit data screen are dependant on the following priority order:
- Column preferences set by the logged in User. If this is not set then:
- Pentana Risk default column preferences
Users can set their own column and benchmark preferences via the following:
- Select the 'Data' tab of the PI
- Select the 'PI Data' header
- Select the 'Edit' option
- On the edit data screen, select the 'Columns' button
- Edit the PI's data as required - this is so the 'Save' button becomes active
- Select 'Save' - this will save both the changes made to the PI's data and your column preferences
Note that User default columns are set on a site wide basis i.e if a User saves default columns for a PI's edit data screen, the same columns will be displayed when editing any PI they have permission to edit.
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