Configuring and Filtering Document Views

You can configure the Standards, Policies, and Procedures screen to display information from different fields and to filter the information based on specified criteria.

To configure the columns

  1. On the Policy menu, select Standards, Policies, or Procedures.
  2. Click the Column Editor icon.
    The Select Fields to Display modal appears.

  3. Configure the fields as necessary.
  4. Click the Apply button.

To add filters

  1. On the Policy menu, select Standards, Policies, or Procedures.
  2. Click the Filter icon.
    The Filter pane appears.

  3. Click the Add Filter button.
  4. Select the criteria by which you would like to filter.
  5. Click the Save button.
  6. Click the Apply button.

To create saved views

  1. On the Policy menu, select Standards, Policies, or Procedures.
  2. To create a custom saved view, apply your filters and column views as needed.
  3. Click the View Selector to open the view selector.


  4. Click the Save As button.
    The Create View modal appears.

    Field
    Description
    View Name

    Enter a name for the saved view.

    Make this View Public

    Enable this setting if you would like to allow other users in your tenant to access this view.

  5. Click the Create View button. The custom saved view is now available.

To manage policy views

  1. On the Policy menu, select Standards, Policies, or Procedures.
  2. Click the View Selector to open the view selector.
  3. Click the Manage Views button.

    The Manage Views modal appears.

  4. Make changes as necessary. For more information, see Manage Views Screen Reference.
  5. Click the Save button.

Manage Views Screen Reference



Field
Description
Set Default View for All Users

Enable this setting if you would like this to be the default view for all users in your organization.

Select Default View

Select the view that you want displayed by default.

View Name

Edit the name of the selected view.

Click the Update button to apply your changes.

Make this View Public

Enable this setting if you would like to allow other users in your tenant to access this view.

Delete View

Click the Delete View button to delete this view.