Objective
This SOP outlines the steps to create, customize, and manage personalized views for research profiles, ensuring efficient data organization and retrieval.
Key Steps
1. Accessing the Custom Views Tab 0:27
- Navigate to the default profile listing.
- Click on the Custom Views tab at the top of the page.
2. Creating a New View 0:39
- Click on Create View.
- Enter a unique name for your view (e.g., 'Test').
- Click Create View to save it.
3. Selecting Your View 0:47
- After creating, select your new view.
- Options will appear for Manage View, Edit Columns, Advanced Filters, and Export to CSV.
4. Applying Advanced Filters 1:04
- Click on Advanced Filters to narrow down displayed profiles.
- Select Add Filter.
- Choose a field and set a condition (e.g., equals, contains, greater than, less than).
- You can add multiple filters to refine results.
5. Editing Columns 1:24
- Click on Edit Columns to select fields to display in your view.
- On the left, choose from available fields (e.g., full name, credentials, photo).
- Select the desired fields to move them to the selected fields area.
- Click Apply once done.
6. Managing Your View 1:48
- You can update the view name or apply changes.
- If the view is no longer needed, click Delete View.
7. Finalizing Your Custom View 2:04
- Review your customized view to ensure it meets your needs.
- Utilize the view to focus on relevant data and maintain an organized workflow.
Cautionary Notes
- Ensure that the view name is unique to avoid confusion with existing views.
- Be cautious when applying filters; incorrect settings may lead to missing important data.
Tips for Efficiency
- Regularly review and update your custom views to keep them relevant.
- Use descriptive names for views to easily identify their purpose.
- Take advantage of multiple filters to streamline data retrieval.