Description
Use the Column Views page to define what information the system displays on a wide variety of column views on many different pages in the system. The full list of pages is listed below.
On each of these pages, the system displays a table of information. Using column views, you may control what columns appear in the tables and the order in which the system sorts the displayed information. You may set column views at the location or the system default levels. The rules for the signed-in location, if available, supersede the system default column views.
Access
AdminCenter > Customization > Column Views
When you select the AdminCenter menu button, the system opens the AdminCenter menu, which contains administrative menu buttons, including the Customization menu. To return to the main menu for the system, select the TaskCenter menu button.
You must have the necessary security permissions to access the AdminCenter menu.
Technical Manual
Viewing the Column View List
The Column View List section contains a list of up to ten column views created to define the fields displayed on the selected page type (Inbox, Patient Search, Order Search, etc.).
Name | Use the field to narrow the column view list. |
---|---|
Type | Select a type of column view to filter the column view list. |
Column View name link | Select on a column view name link to view or edit the column view information on the Column Views details page. |
Page links | If the list is longer than one page, use the links located below the list of routing rules to navigate through the list. |
Show active only | Select the checkbox to view active Column Views only. You may set the inactive/active status on the Column View Configuration section of the Column Views details page. |
Add | If you cannot find the desired column view, select Add to select the type of column view to add from the Add Column View pop-up and then add the column view details using the Column Views details page. You may add column views for: AP Processing List Note See the User Guide articles List of Field Glossary Types and List of Pages with Column Views for more information on column views options for specific pages. |
Copy | Select to copy the template and save it as a new one. The Column Views detail page opens, where you can enter the name for the new template and keep or modify all the settings of the copied template; see "Adding or Editing Column View Details". The Name field is required to save the new template. |
Save | Select to save any changes made to the template. |
Adding or Editing Column View Details
Column View Configuration | Use this section of the Column Views details page to add or edit column view information for the selected column view type (Inbox, Patient Search, Order Search, etc.). |
---|---|
Name | Enter or edit the name for the column view in the field. This field is required. |
Active | Select the checkbox to allow administrative users to select the column view while establishing location or system default settings. Clear this checkbox to restrict administrative users from using the column view. See the Locations or System Defaults topics. If the column view is inactive, the system will clear it from the Column Views list page when you select the Show active only checkbox. |
Page Size | Enter or edit the number in the field to restrict the number of items the system displays on the selected page type. |
Load additional pages as users scroll | Select the checkbox to allow for the loading of additional pages when scrolling. This setting is only available on a select grouping of column views:
This setting may not appear unless you have the appropriate security settings. When this setting is enabled for a column view, normal paging controls for the table in the user interface will not be displayed. This includes the first, previous, next, last, items per page, and page number controls in the header and footer of the tables. Instead, as users scroll, additional pages of results sets will be loaded and appended to the results table, which will automatically display a scroll bar when there are more rows to display than room on the page. In the event that the table is much bigger than the initial results set that displays, selecting in the space below the bottom table row or using the mouse scroll wheel to scroll down will load additional pages until there are either no more results with the current filter criteria or a scroll bar needs to be displayed, at which point either mouse scrolling or using the scroll bar will work to review currently displayed results. The column view can be reverted to traditional paging controls by disabling the Load additional pages as users scroll setting on the column view and will take effect after logging out of the application. |
Column Setup | Based on the page type you select (Inbox, Patient Search, Order Search, etc.), the system labels the setup section <Page Type> Column Setup, substituting the name of the selected page type. The Column Setup section contains three list fields:
To change the column view, move the fields onto or off of the lists so that you have only the desired fields in the desired sort order. To add fields from the lists, select one or more fields in one of the lists, (using the Ctrl or Shift keys to select multiple items), and then select the right arrow button to add the selected fields to the selected list. You may also double-click a field on the Available Fields list to move it to the Selected Fields list, or double-click a field on the Selected Fields list to move it to the Sorting Fields list. |
Move Up Move Down | Select the buttons to place the fields in the desired order after you have two or more fields in one of the lists. |
Edit | Select this button after selecting a field to open the Column Configuration pop-up, where you can modify the Header (or the name of the field) and the Blank Display Value (what appears by default in an empty field). These fields are required. Note Depending on the column view you're editing, the Column Configuration pop-up may have additional editing options. In supported date/time column types, you may configure the date/time format using the Date/Time Format drop-down list. You may select Use default, which will use your system's default date/time formatting, or you may select AM/PM, AM/PM (with space before), or Military. For the Review QC and Work in Progress column views, when editing the Select field, select the Select record with row click checkbox to allow a test row's Select checkbox to be selected when you select the test row and not specifically select the row's checkbox. Selecting the Select record with row select checkbox enables the Hide Select Column checkbox. Select this checkbox to hide the Select column from the Review QC or Work in Progress administration page. Select OK to save your changes to the pop-up. Select Cancel to return to the Column Views details page without saving changes to the pop-up. |
Save | Select to record your changes and return to the Column Views list page. You must sign out and sign back in before your changes will take effect. |
< Back to List | Select to return to the Column Views list page without saving your changes. |