Working with Perspectives

When there is a large amount of data available to view at once in a table format, “perspectives” enable you to choose and arrange exactly the information you want to see in the way that’s most useful and meaningful to you, and then save that particular view of the data so that you don’t have to arrange and filter it again next time. You can create as many perspectives as you wish.

All subsequent changes to a perspective are automatically saved. If you make a change unintentionally, just change it back to resave the perspective.

Perspectives are especially beneficial when you want to reuse a table format for similar purposes, for example, when conducting multiple, similar risk assessments.

Select the Perspective dropdown from the toolbar to view a list all previously saved perspectives, or to create a new perspective.

Create a new perspective

• • Display the page for which you want to create a perspective (for example, open the risk assessment worksheet you want to work with).
  • Use the Edit Columns icon to select or deselect the columns of data you want to see, and then select Apply to save your changes.

• • Drag and drop the columns to organize them. You can also adjust column widths by dragging the column cell borders.
  • Create the new perspective with an appropriate name. Select Make Global if you want all users with access to the particular location within which you’re creating it to be able to use this perspective.
     

Additional options

The Perspective dropdown includes options to delete or edit a perspective’s settings.

• • Delete requires a confirmation before the perspective is fully removed.
  • Edit includes the ability to change the name of the perspective and to make a perspective “global.”