Management - Overview

Your base hierarchy structure for your management records should be designed with your Implementation Manager during the implementation process.  When adding management, please review Setting up a Management Structure for information on structuring the management hierarchy.

When you select Management, a list of currently defined management records is displayed.

From this screen you may:

• Create a new management record
• View an existing management profile
• Edit a management record
• Send email to a management contact
• Delete a management record
• Export the list to an Excel, Word, or PDF document**
• Display the management hierarchy in a tree view

NEW - Click this button to create a new management record.

EMAIL - Click this button to send email to the selected management record(s).

DELETE - Click this button to delete the selected management records.

TREE VIEW - Click this button to view the records in a tree view of the management hierarchy.

EXCEL - Click this button to export the Management list to an Excel spreadsheet (optional).*

WORD - Click this button to export the Management list to a Word document (optional).*

PDF - Click this button to export the Management list to a PDF file (optional).*

*If a search filter is used, then only the records that meet the specified search criteria are included in the export.

FILTER drop list - Filters are provided so that you may filter the list to include only those management records that meet the specified search criteria. See Using Search Filters for more information.

FILTER links - Links are provided that allow you to create a new filter, edit an existing filter, delete the currently selected filter, or share the filter with other uses.

HIDE/SHOW COLUMN SEARCH link - Clicking this link hides/shows a search field at the top of each column. See Using Search Filters for more information.

PAGE NAVIGATION (located on far left and far right, both above and below the table) - allows you to move from page to page, and displays the total number of pages and total number of items on records displayed on each page.
                              

PAGE SIZE DROPLIST (located both above and below the table) - allows you to specify the number of management records displayed on a page.

Selection Checkbox - Allows you to select one or more records in the Management list. Clicking the checkbox at the top of the column selects all records; clicking it again deselects all records.

SORTING THE MANAGEMENT LIST

You can sort the list by any column. Click on a column heading to sort the list in ascending or descending order by that column.

• An UP ARROW beside a column heading indicates the list is sorted in ascending order.
• A DOWN ARROW indicates the list is sorted in descending order.

Each time you click the column heading, it toggles the sort between ascending and descending order.
The columns displayed in the list of forms can be edited by a user with the appropriate Site Editor permission. The columns displayed on your site may be customized. Typically, the list includes the following columns:

The columns displayed in management grid can be edited by a user with the appropriate Site Editor permission.

**The Export Grids option is required to export the list of management records to Word, Excel, or PDF.