How do you manage a list of profiles that needs to be reviewed?
  • 02 Jun 2023
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How do you manage a list of profiles that needs to be reviewed?

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Article summary

We are reviewing profiles in FIMS. What is the best way to mark them as under review?

Answer:
The easiest way to handle this situation is to create an affiliation code that will represent the profiles that are under review.  Once the affiliation code is assigned to the appropriate profiles, you can create a datagrid that selects on the affiliation code.  

The easiest way to create a data grid selected by Affiliation code is to do the following steps. The example below explains how to copy the Default View in the Profile module to create a new one selected by Affiliation code. The same principals can be applied to most any view you want to copy in any module where the Profile table is available.
  1. Go to the Profile module and click on the binoculars button so the data grid is up.
  2. Click on the View Settings button (located on the left below the drop-down list of views).
  3. Make sure the Default View is highlighted.
  4. Click on Save As and give the new view a name (Tip: use a short name).
  5. Under Type choose Full (type might say Opt and you should change to Full).
  6. Change the description.
  7. Click OK.
  8. Click on the Affiliations tab and choose the Affiliation(s) you want to include.
Note: Anytime you want to select records in a data grid based on Affiliation codes you have to have the datagrid set as a "Full" type so that the Affiliation code selection option is available. If you forgot and left the datagrid set as Opt, there will be a red message on the Affiliation tab. You can go back to the Views tab, select the data grid again and click Settings. Change the type to Full, click OK and Save.

When you want to work on the project you would select on this datagrid and only those profiles still needing review will be available to you.  After you review a profile you would remove the affiliation code.  This will remove them from the datagrid.  When the datagrid is empty, your work is done.


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