Within FoodLogiQ Connect, a view is a dynamic snapshot of data subset that can be saved for easy reference. Think of it as a bookmark for getting the data you need without having to reapply filters, column selections and sorts every time you need it - with the added benefit of being able to save multiple bookmarks to quickly change between slices of data.
For example, maybe you’re tasked with analyzing incident data, and every morning you’d like to see what items are in a “Food Safety Team Review” status. Setting up a default view is a great way to do this. Here we’ve added a filter for the “Food Safety Team Review” incident status, and customized the columns to exactly what you might want to see every morning.
For more information on saving views, see this article: Customizing and Saving Views
Steps to Share Views
1. Create your custom view
2. Click the "Save View As" (if you have just created the custom view) button or the Current View dropdown menu
3. Name the view
4. You can choose to make this view your default view by clicking the "Set as default view" button
5. Enter the role or roles you would like to share your view with
6. Click "Save View"
Details on Shared Views
Let’s say we have the same scenario as above, but want to set up views for an entire team of incident reviewers. Shared views accomplishes this by allowing you to share any view you’ve created with roles you’re a member of. It is important to note that you must be a member of the role you want to share the view with.
Upon sharing, every member of the specified roles will now have access to this view when they log in. Here’s what it looks like if a view has been shared with me:
This view will stay synchronized as the view owner makes changes. For example, if you need to add additional columns to the morning report, any changes that you make will be reflected in the views of people you've given access to.
Additionally, users can set shared views as their default view, but always have the option of setting up their own preferred views as well.
Shared views are available throughout FoodLogiQ Connect - including on reports. You can create a dashboard of supplier statuses, expiring documents, or trends in incidents, and share with those that need visibility.