List view allows you to see all Org Units, Resources, Roles, and Assets that you have access to. Viewing these elements in a list format provides users with a comprehensive overview of organizational components, facilitating navigation and management.
The List view offers various Filtering and Sorting options, enabling users to quickly locate and organize Org Units, Resources, Roles, and Assets. These features help streamline data management and retrieval.
How to Navigate to the List View
- Click on the Module Explorer button in the top left of your screen.
- Click on the desired module, in this case, the Organization Module.
- You will be directed to List View, displaying Org Units, Resources, Roles, and Assets.
Hierarchy Filter
EPC provides users with three major hierarchy filtering settings in the Organization Module:
- No hierarchy filter: A list view where all Org Units, Resources, Roles, and Assets within the module are listed.
- Current level & below: A list view where all levels below the selected item are listed.
- Current level: A list view where only the first level below the selected item are listed.
Columns
The List view in the Organization Module includes various data columns that users can add or remove according to their needs, providing flexibility in visualizing and filtering information.
- To add or remove columns from the List view, click the ‘Columns’ button on the right side. You will find a list of available columns with checkboxes to select or deselect the desired information.
- You can save your column preferences by clicking on the ‘Save Columns’ button. This configuration will be your default display when accessing the List view.
Filter by Duplicates
The Name column includes a filter for identifying duplicate Org Units, Resources, Roles, and Assets, simplifying the management of duplicate data.
To filter for duplicates:
- Click the filter button (
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) in the Name column. - Check the Duplicate box. This will filter the list to show only items that have the same exact name.
) in the Name column.
Available Columns
The List View offers a wide range of data columns for detailed management of Org Units, Resources, Roles, and Assets. Below is a description of the available columns:
| Columns | Description |
|---|---|
| Favorite | Allows users to sort processes by favorites vs. non-favorites |
| Name | Textual search for any existing name of an object. In this column, you can also filter for duplicate objects. |
| Parent | Textual search for existing item’s parent name |
| System Serial Number (SSN) | Textual search for existing item’s SSN |
| Roles | Whether or not there are Roles directly associated with the item in question |
| Asset | Whether or not there are Assets inputted for the item in question |
| Related Asset | Displays the assets associated to the asset you are currently viewing |
| Documents | Whether or not there are Documents directly associated with the item in question |
| Subtype | Whether or not if this object is classified as a business type |
| Categories | Whether or not there are Categories directly associated with the item in question |
| Identifier | Textual search for any existing unique identifier of an object |
| Description | Whether or not there is a Description inputted for the item in question |
| Type | The type of the object |
| My RASCI-VS | The RASCI-VS associations existing on the item in question |
| Last Modified By | The name of the last resource that modified the object |
| Modified Date | The last date that the object in question was modified |
| Status | The current status of the collaboration engagement (Open, Work in Progress, Closed, Rejected) |
| Locked | Whether the item in question is currently locked or not |
| Purge period | Textual search for an existing item’s customized purge period |
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