Using The Datagrid

All the data in the system is managed using the Datagrid, which is a central way to search, filter, and access your information.

Overview

Registers store and manage data in the system and have a built in audit log to ensure that each and every action that changes the data is recorded.

A register's configuration defines the shape of its data, the forms used to collect its data, the relationships between data, plus the overall functionality and capabilities of the records such as whether they have maps, can relate to assets, support status transitions, have priority, support assignment, can be tagged, have escalation rules, as well as other behaviours or workflows.

General features of Registers include:​

• View modes

  • Datagrid – a list of items organised into columns to provide information on items specific to that register. The Datagrid includes access to the:

    • Actions menu - additional functions available in the register for bulk management of records (such as exporting, bulk editing or generating mail merge)

    • Columns menu - options for customising the datagrid columns and groupings

  • Map - a geo-spatial view of the items list including a visual map, markers, polygons and overlays (layers)

• Search - for refining the list by query or key words

• Filters - refine the list by status or preset query

• Status – indicates the current workflow progress of each item colour coded Status column

• Links to Items - usually blue coloured hyperlinks (such as the ID or Summary)​

Columns functions are available to further sort and group items to organise large amounts of information.