The main certificates page has been redesigned and now offers several new features to better help you manage the certificates for your fleet.
Contents:
1.1 Overview
1.2 Selecting Views
1.3 Creating Custom Views
1.4 Column Selection
1.5 Column Ordering
1.6 Column Resizing
1.7 Column Sorting
1.8 Filtering the Data
1.9 Paging
1.10 Certificate Settings
1.11 Creating favorite list
1.1 Overview
The below image is a screenshot of the main certificates page; this is the new standard interface which will be used across many of the modules and offers several key enhancements that allow better access to manage and view your certificates.
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Note: The ‘Export to Excel’ function will export the columns that have been selected in the current View.
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1.5 Column Ordering
The grid supports column reordering. You can drag-n-drop the columns to change the order in the grid.
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Each view will have its own column ordering which can be customized by each user.
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1.6 Column Resizing
The grid supports custom column resizing.
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Each view will have its own column ordering which can be customized by each user.
1.7 Column Sorting
The grid supports multi-column sorting. An arrow is displayed next to each column which has been sorted. To sort by a specific column, click on the column header. To sort by multiple columns, hold down the Shift key and click each column you wish to sort by.
The screen-shot below shows the sorting by Vessel Name (ascending order) and Certificate (ascending order).
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1.8 Filtering the Data
The grid supports column filtering. This is similar to the filtering available in Microsoft Excel® or SharePoint® (if you are familiar with those software applications).
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Once a filter has been applied the ‘filter icon’ is displayed in the column header and a dark-grey bar is shown across the top of the grid indicating which column has been filtered on (shown below).
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1.9 Paging
By default, the grid will display 15 records per page. You can change that option in the bottom-right corner of the page to 25, 50, 100 or 200 records per page.
The paging buttons, shown at the bottom of the page, allow you to browse through the pages.
1.10 Certificate Settings
The “Certificate / Documents Settings” page allows you to adjust the settings for each certificate. You can find the link to the “Settings” page under the “Actions” menu.
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· In offline form: Customize the list of certificates to be show in the offline form.
When When you have made the necessary changes, please be sure to click the ‘Save’ button at the bottom of the form.
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