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.). 

NameUse the field to narrow the column view list.
TypeSelect 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 linksIf the list is longer than one page, use the links located below the list of routing rules to navigate through the list. 
Show active onlySelect 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
Add New Patient > Patient Match Rule List

Advanced Patient Merge
Advanced Review Results
Change Log
Client Services > Clients Tab > Clients
Client Services > Clients Tab > Contacts
Client Services Item Search
Clinical Batch Review Results
Collect Samples
Collection List: Create
Collection List: Reconcile
Column Views
Competency: Questions/Checklist Items
Create Manifest
Custom Filters
Data Browsers
Encounter Search
Fix ADT
Fix Orders
Hematology (You must have the necessary security permissions to access this column view.)
Hosts
Inbound Queue
Inbox: Location Inbox > Other Reports
Inbox: Location Inbox > Result Reports
Inbox: User Inbox > Result Reports
Instrument Search
Insurance Search
Lab Info Request Pop-up
Location Pop-up Search
Locations
Manage > Billing
Manage > Patients
Manage > Report Redelivery
Manage Samples > Release Samples
Match Results
Medication Aliases
Medication Search
Medication UDF
Merge Users
Message Center: Received Messages
Message Center: Sent Messages
Monitor > Scheduled Delivery
Order Choice Pop-up Search
Order Choices
Order Search
Order Search: Pop-up
Outbound Queue
Patient Login - Order History
Patient Order History
Patient Search
Patient Search: Order Patient Samples
Patient Search: Pop-up
Patient Setup > Insurance Search
Pending Collection
Pending Collection Batch Collect
Pending Orders
Practices
Profiles
Provider Pop-up Search
QC Analysis (AdminCenter > QC > QC Lots)
Reference Lab Results
Release Results
Release To Patient
Review QC
Roles
Rules > Billing Status Rules
Rules > Client Services Rules
Rules > Label Printing Rules
Rules > Order Entry Rules
Rules > Patient Match Rules
Rules > Result Approval Rules
Rules > Result Evaluation Rules
Rules > Result Release Rules
Rules > Routing Rules
Rules > Split Order Rules
Sample Management: Metacontainers
Sample Management: Samples
Server Activity: System Maintenance Log
Servers
Specimen Part Details
Specimen Source Search
User Actions Log: HL7/Doc. Changes
User Actions Log: Order Views
User Actions Log: Other Actions
User Actions Log: Patient Views
User Actions Log: Patient/Order Searches
User Actions Log: Queue/Doc. Changes
User Actions Log: Report Log
User Actions Log: Sign In Attempts
User Actions Log: Sign In/Sign Out
Users
Work Request
Work in Progress 


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.

CopySelect 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.
SaveSelect to save any changes made to the template. 

Adding or Editing Column View Details

Column View ConfigurationUse 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.).
NameEnter 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:

  • Client Services Item Search
  • Work in Progress  

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:

  • Available Fields: This lists the fields that are available for you to include in the column view layout. The available fields depend on the type of column view rule you are creating.
  • Selected Fields: This lists the fields that are in the current column view for the selected page type. The system displays (Required) if the field must be included in the column view; you cannot remove these fields from the layout. The system displays (Sortable) after the field name if you may use the field to sort the data in the layout. You may add any sortable columns to the Sorting Fields list (see below).
  • Sorting Fields: This lists the fields that the system will use to sort the data on the selected page type. The system displays either (ASC) or (DESC) to indicate whether it sorts the values in the field in ascending or descending order. To change the sort order between ascending or descending, select Toggle Sort or double-click a field in the Sorting Fields list.

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.
To remove 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 left arrow button to remove the selected fields from the selected 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.

SaveSelect 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 ListSelect to return to the Column Views list page without saving your changes.