Managing Schedules: Views

Saving and Selecting a View

A view is essentially a snapshot of any filters that you have entered that can be quickly recalled without having to reset them each time you perform a search. This portion of the course will guide you through the process of saving, selecting and editing a view.

1. From the calendar view, set the desired filters and click on the Save button (upper right corner of the screen).
2. Select “New View”
3. Enter a name for the view

• Helpful Hint: Choose a name that best describes the view that you are saving; for easy recall later.

4. Click on the Save button
5. Select the View from the drop-down
6. Click on the Search button to refresh the page

Editing a View

Follow the steps outlined below to edit an existing view.

1. Click on the Edit Views button
2. Click on the view Name to change the name of the view
3. Click on the Update button to save any changes
4. Select the Global checkbox to make a view available to all users
5. Click on the Delete icon to delete a view

Global and Delete