Editing PI Columns and Benchmarks

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:

1. Column preferences set by the logged in User. If this is not set then:
2. Site default column preferences set by a Site Admin. If this is not set then:
3. 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:

1. Select the 'Data' tab of the PI
2. Select the 'PI Data' header
3. Select either the 'Edit Columns' or 'Edit Benchmarks' option
4. Choose the columns/benchmarks you wish to be displayed
5. Check the 'Save as default' option
6. 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:

1. Select the 'Data' tab of the PI
2. Select the 'PI Data' header
3. Select either the 'Edit Columns' or 'Edit Benchmarks' option
4. Choose the columns/benchmarks you wish to be displayed
5. 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:

1. Column order set by the logged in User. If this is not set then:
2. Pentana Risk default column order

Users can set their own column order preferences via the following:

1. Select the 'Data' tab of the PI
2. Right click on the column that you wish to move
3. 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:

1. Column preferences set by the logged in User. If this is not set then:
2. Pentana Risk default column preferences

Users can set their own column and benchmark preferences via the following:

1. Select the 'Data' tab of the PI
2. Select the 'PI Data' header
3. Select the 'Edit' option
4. On the edit data screen, select the 'Columns' button
5. Edit the PI's data as required - this is so the 'Save' button becomes active
6. 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.