Lists are split into two types: Personal Lists and Shared Lists. A Shared List can be viewed by ALL of the users within the permission group assigned to the Shared List such as Provider, Facility Manager, Admin, etc. In order to view Shared Lists, even by their Creator, the proper permissions must be added. Please reach out to our support team to gain access to the List Management menu!
Shared lists can only be edited, created, or deleted by navigating to the Administration>List Managements tabs on the navigation panel. They can only make changes to the Shared List if they are part of the selected Permission Group.
Creating Shared Lists
Step 1) Navigate to Administration>List Management on the navigation panel.
Step 2) Select the plus sign (+) in the top right-hand corner of the grid.
Step 3) Add a List Name.
Step 4) Select your list type (Assignments, Client Invoices/Quotes, Provider Invoices/Proposals, Providers or Work Orders). The List Types cannot be updated after creation.
Step 5) Select the Permission Group that should have access to this list.
The iconography for Shared Lists has also changed to accommodate the ideals behind this update.
Personal List Icon:
Shared List Icon:
Editing Shared Lists
Step 1) Click on the pencil icon from within the list.
Step 2) Select your desired filter updates.
Step 3) Select Save Filter to save your changes.
Note: The shared lists can be deleted as well. Follow step 1 from above and select the DELETE button on the filter pop-out.
Users can also reorder and add/remove columns on a shared list. To reorder the columns, click on a column header and drag it to the desired position. To add/remove columns, hover your cursor between two columns, click on the caret icon, hover over columns, and deselect/select desired columns to remove/add.
Duplicating Lists
Step 1) Select the duplicate Icon on the list you want to duplicate.
Step 2) Update the name of the list so that it is unique.
Step 3) Select the permission group that should have access to this list.
Step 5) Select Create.