Table of Contents

Overview
Saved Views Glossary
Defining Default Views and Schoolwide Saved Views

Overview

This feature allows administrators to define reporting views necessary for different stakeholders without needing each user to define multiple saved views. This is useful in cases where schools want all users in a campus to be able to access certain reporting views. 

Saved Views Glossary

Saved View | Default View | Schoolwide Saved View

Saved View 

• A combination of filters accessible to users by clicking “Saved Views” and selecting the desired view.

• Users can save their own views, but they cannot set their own default view in Academic Scheduling. 

• Details here.

Default View

• What a user sees when they load a page.

• In Academic Scheduling, an Admin can define different default views for different roles (details below).

Schoolwide Saved View 

• These are “Saved Views” an admin can make accessible to different roles.

• These views are accessible to users, as defined by the admin, via the “Saved Views” option (details below).

Defining Default Views and Schoolwide Saved Views

Overview | Default Views | Schoolwide Saved Views 

Overview

PATH: Academic Scheduling > Settings > Schoolwide Saved Views

Within the schoolwide saved views settings tab, the user can define default views and schoolwide saved views.

Default Views

• When a user applies filters on the Requests Dashboard, the resultant view can be saved as a “Saved View”.

• Those “Saved Views” will be visible on the Schoolwide Saved Views page (under “Add New Request Default View” > View).

• The user is able to define multiple sets of default views for different roles.

• Default views control what view is displayed to a user when they view the Requests Dashboard.

• Whatever you input here will apply to all users of a specified role who do not already have a default saved view.

To Add A New View

Step One: Select a view in “view” (views that have been defined in the user’s environment are accessible here).

Step Two: 

• Define “visibility”.

• Visibility controls which roles have that default view set, allowing the user to define different default views for different user roles. Note that the same role cannot have multiple default views of the same type.

Step Three: Click “add”. 

Schoolwide Saved Views

• Users can define schoolwide saved views in the same manner as they do default views. Define a “view”, define “visibility”, then click add.

• User roles can have multiple schoolwide saved views. 

Once these views have been added for a role, all users with that role will be able to access the view in “saved views” in the relevant dashboard (course, program, or proposal). These views will appear with the label “Schoolwide View”.