# Basic use There are multiple ways to navigate registers, including the Filter Menus, Search and the Datagrid.

## Views Datagrid is the default view mode, however Map mode is also available. To toggle between these modes use the corresponding grid icon. The two main view modes are: * Datagrid

* Map

These icons can be found at the top right of the Register navigation bar. *** ## Datagrid View The Datagrid by default shows all items listed over a number of pages. The following filters are available to refine the list. ### **Filter Menus and Filters** The easiest way to filter and view a list of items is to use a Filter menu. Filter menus are grouped by categories. You can expand a category using the arrow symbol on the left of the category name. To activate a Filter, use the relevant blue link. The MAIN filters include frequently used presets. These vary from register to register but include: * **Active** - any items that are in progress and not closed * **Recently Updated** - items updated recently (i.e. in the last week) * **Assigned to Me** - items either assigned to a position that is in your user profile, or to your user individually * **Overdue** - items that have a due date set that have passed that date * **All** - includes everything including items that have an active or inactive/closed status ### **Using the search** To filter the datagrid use the Search icon

in the Navigation Bar to open the Search Bar or activate the Register filters using the Filter icon

. More information on the search parameters can be found in the [Searching and Querying](https://docs.cw.crisisworks.com/concepts-and-fundamentals/on-a-computer/searching-filtering-and-querying-registers) section. ### Viewing the Datagrid and items list The Datagrid displays the relevant items of the currently activated filter. The default datagrid displays 50 items at a time and is typically sorted with the most recently updated records at the top by default. ### Status, Priority & Progress Most registers use a **status** system controlled by strict rules known as a **state machine**. This ensures that only authorised users can set specific statuses, and that items proceed through the status workflow in a defined logical order. A core feature of Crisisworks is that each register has its own state machine, allowing workflow to be tuned to the needs of each register. To fully understand how a register operates, it's important to understand the status progression within its workflow. While each register has its own workflow process, they generally follow a common colour-coded convention: * **Red** ![](https://3923904090-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FNy7IznbrPLUq6GJDDQDk%2Fuploads%2FaWqGvilKArIVjGB6p5K2%2Fimage.png?alt=media\&token=0bdf14f5-5f7c-48bb-b975-321a022d7608) is unhandled and needs to be assessed and assigned * **Yellow**

is assigned but not underway * **Blue**

is in progress * **Green**

is safe or completed * **Grey**

is inactive or completed ### **Navigating Datagrid pages** To show more items, use the pagination controls at the bottom of the item list. Click the number of the page, or move between sets of items using the controls. To view less or more items per page, select the number option to set the ‘Items per page’. The view will update automatically. ### **Resizing Columns** To change the width of a column, drag and drop the bar separating the column headers left or right. ### **Sorting Ascending or Descending** To sort the datagrid by a column, click the columns header to sort by that field (ascending or descending). The up arrow indicates ascending order and the down arrow indicates descending order.

Sorting by a column by toggling the up and down arrow

You can sort by as many columns as necessary. {% hint style="info" %} Sorting is only available on select columns such as ID, Name and Date. {% endhint %} ### **Changing column order** To change the order of the columns in view, drag and drop the column you want to move left or right in the datagrid. ### **Modifying and grouping by the column list** The Columns menu at the top right of the datagrid allows you to customise which columns are visible. ### **Adding or removing columns** Not all available columns may be displayed. To add or remove columns to the datagrid display: 1. Click the Columns menu at the top right corner of the datagrid and select **Choose Columns**. 2. Tick the checkboxes next to the columns you want to display. To show all columns, click **Select All**. 3. Select **OK** to save and refresh the column list

Choose Columns and Group by Column can be found in the Columns menu

Searching and selecting available columns using tick boxes

### **Grouping by columns** To group by columns: 1. Open the **Columns** menu at the top right corner of the datagrid and select **Group by column**. 2. Drag the column header into the space directly above the column headers. Groupings will be created in real time as column headers are added, showing the number of items in each group. 3. Add more column headers as needed.

Dragging items into the column header to group

To **sort** within a group, click the column header. An up or down arrow will indicate the current sort direction, just like in the main datagrid view. To **remove** a column header from the grouping, click the cross on its right. To **restore** the datagrid view back to the default, select **Restore to initial state** from the columns menu. ### Actions Menu The Actions menu provides access to additional functions for bulk management of records within a register. It is located in the Datagrid menu bar to the top right of the datagrid. The available options will depend on the functions available for the register you are using, your duty and permissions and whether or not you have selected records. {% hint style="info" %} Most actions will only work if you have an Event selected {% endhint %} This can include: * **Bulk edit** (requires selecting of one or more records - see Working with Register Items) * **Export to Report** (exports all records, or only selected ones if any are selected) * **Create a Copy** (duplicate an item) * **Copy IDs** (to clipboard) * **Generate file** (such as a Mail Merge) (requires selecting of one or more records) *** ## Map View The Map View displays register items from the current filter in a geo-spatial format, using markers, polygons and overlays (layers). * To activate Map View select the pin icon

from the top right of the Register navigation bar. * Zoom in and out using the ![](https://3923904090-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FNy7IznbrPLUq6GJDDQDk%2Fuploads%2FSCUlsECyzwvJrIzZPWEQ%2Fimage.png?alt=media\&token=bd8820d5-af95-464b-b199-41745a28d993) and ![](https://3923904090-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FNy7IznbrPLUq6GJDDQDk%2Fuploads%2Fy4oLCjk6KpcjfHpbLWRB%2Fimage.png?alt=media\&token=8a3b7656-ff42-4a37-96d7-d85367949f37) controls at the top left, or use the pinch/spread gestures if using a touch screen or mobile device. * To move the map around, select and drag the map area. * Click the **full screen icon**

(bottom left) to expand the map. * You can filter by asset class using the drop down list at the bottom of the screen. * Click the **Layers icon**

(bottom right) to toggle available map overlays. * To **exit Map view**, click the datagrid view button

(top right). ### Viewing Items from the Map * Items on the map are indicated by **Points**, **LineStrings** and **Polygons**, typically colour coded according to their workflow state. * Pins can have icons depending on their register. For example, on the map a [Request that is 'Requested](https://docs.cw.crisisworks.com/modules/operations/requests#request-workflow)' has an icon that looks like an blue in-tray

. * To **view a summary** of an item, tap the icon on the map. * Selecting **View** in the summary links you directly to the full item details.