Monitoring Module Complete, Plan & Actions Tabs
In the monitoring module the tabs present a smart interactive grid. This can be seen for the Complete tab, Plan tab and the Actions tab. The interactive grid displays key information relating to completed records (complete tab), monitoring programmes (plan tab) and open monitoring records (actions tab). You can filter their data in the tabs in various ways including by due date, name, risk etc.
Complete Tab
The Complete tab is where you will find all completed monitoring records.
1. Use the search bar to search for the name of the record you are looking for.
2. This is the number of the record.
3. The date the record was generated.
4. The name of the record. Click to access the record.
5. The name of the programme the record was generated from.
6. The risk associated with the record (monitoring records get their risk from the programme they were generated from).
7. Here displays whether or not the retest stage of the monitoring record was opened and completed.
8. The name of the person who completed the record.
9. Use the arrows to move through pages of actions.
10. Select the refresh symbol to ensure your actions that are displayed are up-to-date.
11. The total number of records.
12. Click Archive On to turn it off and display archived records.
13. By default when the grid loads 10 completed records are displayed. You can use the arrows to move through the pages of records. However, if you click 'Show 10 entries' you can change how much is displayed in the grid. Choose from 20, 30 or 40.
14. Click the printer symbol to retrieve a list of your records. Select the file format you would like (PDF, XLSX, XLS, RTF, CSV, ODT, PPTX). You can hover over the preferred file format and select for the data to be displayed paginated or non-paginated.
Plan Tab
The Plan tab is where you will find all your monitoring programmes.
1. Use the search bar to search for the name of the record you are looking for.
2. This is the number of the programme.
3. The date the programme was created.
4. The name of the programme - click to edit programme.
5. The risk associated with the programme.
6. The frequency of which records are generated from the programme is shown under the repeat column. If the programme doesn't have a scheduler set, then the field will be blank.
7. The date when the last record was actioned.
8. The date when the last record generated from the programme was completed.
9. The date the next record is due to be generated from the programme.
10. Use the arrows to move through pages of actions.
11. Select the refresh symbol to ensure your actions that are displayed are up-to-date.
12. The total number of programmes.
13. Click Archive On to turn it off and display archived programmes.
14. By default when the grid loads 10 completed records are displayed. You can use the arrows to move through the pages of records. However, if you click 'Show 10 entries' you can change how much is displayed in the grid. Choose from 20, 30 or 40.
15. Click the printer symbol to retrieve a list of your programs. Select the file format you would like (PDF, XLSX, XLS, RTF, CSV, ODT, PPTX). You can hover over the preferred file format and select for the data to be displayed paginated or non-paginated.
Actions Tab
The Actions tab displays the records which have been opened and have not been fully closed out yet.
1. Use the search bar to search for the name of the record you are looking for.
2. This is the number of the record.
3. The date the record was generated.
4. The name of the record.
5. The name of the programme the record was generated from.
6. The risk associated with the record (monitoring records get their risk from the programme they were generated from).
7. The date the record is due to be completed.
8. The stage the record is currently in - click on the name of the stage to access the record.
9. Use the arrows to move through pages of actions.
10. Select the refresh symbol to ensure your actions that are displayed are up-to-date.
11. The total number of records.
12. Click Archive On to turn off the archive to display archived records.
13. By default when the grid loads 10 completed records are displayed. You can use the arrows to move through the pages of records. However, if you click 'Show 10 entries' you can change how much is displayed in the grid. Choose from 20, 30 or 40.
14. Click the printer symbol to retrieve a list of your records. Select the file format you would like (PDF, XLSX, XLS, RTF, CSV, ODT, PPTX). You can hover over the preferred file format and select for the data to be displayed paginated or non-paginated.
Filtering & Sorting in the Complete, Plan, & Actions Tabs
Columns can be sorted and filtered by clicking on the arrow to the right of the column heading. The sort & filtering options will appear.
1. Sort data in ascending order or descending order.
Apply the filter option to rows to search for actions based on criteria. For example, if you select the date column you can search for actions within a specific time frame. Another example would be to filter the actions based on risk e.g. only show the high-risk actions.
1. Click on filter to filter the actions.
2. Select the condition e.g. before or after.
3. In the example above we are filtering by date and therefore can use the calendar to select the specific date and time. For other headings, you will have an open field to type in e.g. Name.
To remove a column from the grid you can select Columns and untick the particular column e.g. Programme Name.
Note: the grid will default back to normal if the page is refreshed.