User Column Admin

The User Column Admin module allows you to customize the column display in Advanced Search Results and the Estimate Review Queue. You can create and edit personal column sets that may be shared with but not edited by other users in your company.

The screen shots in this document are generic, and your company’s interface may vary.

Related: Advanced Search, Estimate Review Queue

Access User Column Admin

  • Select User Column Admin from the Administration menu. 

The Personal Column Management page appears. 

Create a personal column set

  1. Select User Column Admin from the Administration menu. Or, click Manage my personal column sets from the Column Management page. The Personal Column Management page appears.
  2. Select a Page for the new set.
  3. Click Create New Set.
  4. Type the name of the new set in the Set Name field.
  5. Click Create.
  6. Edit and save your new personal set (see Edit a column set).

You must have the Column Admin application right to create, modify, or delete account column sets.

  1. In Advanced Search or Estimate Review Queue, click +.
  2. Enter a name for the column set.
  3. Click Make account set check box to make the column set available to other users.
  4. Click (check box).
  5. Click (column icon) to select columns.
  6. Click the check boxes of the columns you want to display. Default columns are grayed out and cannot be deselected.
  7. When finished, click (the Save icon).

Edit a column set

  1. On the Personal Column Management page, select a Page and a Set.

The Available Columns and Selected Columns tables appear. The column names that appear in Advanced Search Results or the Estimate Review Queue display in top-to-bottom order in the Selected Columns table. Column names shown in the Available Columns table do not currently display in Advanced Search Results or the Estimate Review Queue.

  1. Drag and drop column names to rearrange column order or move columns to and from the Available Columns and Selected Columns tables.
  2. Click Save Set to save the set and refresh the list.
  • To make this column set available in Advanced Search for other users, check the Share this set with other users box.
  • To reset the columns back to their default position, click Reset.
  • To make this your default column set, click Set As Default. If a set is already set as default, a note in red text appears at the top of the page.
Hover over a column name to view the column definition. This can be done in Column Admin, Advanced Search Results, and the Estimate Review Queue. 

Select a column set in Advanced Search

You can choose which column set appears in your Advanced Search Results page.

  1. Select a set from the Column Display menu in the Advanced Search Filter Criteria section. Your login ID appears next to your personal column sets.
  2. View the column set in Advanced Search Results.

User Column Admin components

Personal Column Management

The default start page for User Column Admin. From here you may view, edit, or create personal column sets.

Page

Select a page for the column set: Advanced Search Results, Reinspection Queue, Calibration Queue, or Claim Review Queue. The page you select determines which column sets appear in the Set drop-down menu.

Set

Displays the set name. Select a set to view/edit from this drop-down menu.

Create New Set

Click to create a new column set.

Set Name

Appears when Create New Set is clicked. Type the name of a new set here.

Cancel

Click to cancel creating a new set.

Selected Columns

Displays column names in the order they appear (top to bottom = left to right). Hover over a column name to view the column definition.

Available Columns

Displays column names that are available but will not appear. Hover over a column name to view the column definition.

Legend

Defines column type and display capability. Blue column names can be moved freely. Yellow column names are required and cannot be moved out of Selected Columns. Green column names can be moved freely and are based on your company’s preferences, settings, or filters.

Save Set

Click to save your changes.

Reset

Click to move column names back to their default position.

Delete Set

Click to delete the set you have selected.

Set As Default

Click to make the set you are working on the default columns. Default sets have a notification in red text at the top of the page.

Share this set with other users

This check box appears when editing a personal column set. Select the check box to make this set available to other users.  

Select the column set you wish to see in your Advanced Search Results page.

 

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