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Grid Settings

The Grid Settings allow you to customize the columns that are displayed on your grid view for Assets, Users, Sites, and Locations on PMs, work orders, and request forms. *Note: Only a Global Administrator of an Asset Essentials Enterprise account has access to configure grid settings. Please work with your Consultant or your Implementation Specialist when making any configuration changes.

How to Manage Grid Settings

  • Click on the Admin menu icon, then click Configurations.
  • Click on Grid Settings in the Misc section.
  • Select one of the types from the list.

Asset

  • The default columns for each section are shown in the image below.

 

 

  • Click on the Columns button to remove columns or add additional columns to each section.
  • Drag and drop each column from the pop-up window to the appropriate location on the grid. For example, you can add the Location Path or Asset Path column to each grid.

User

  • The default columns for each section are shown in the image below.

 

 

  • Click on the Columns button to remove columns or add additional columns to each section.
  • Drag and drop each column from the pop-up window to the appropriate location on the grid. For example, you can add the Phone Number or Address column to each grid.

Site

  • The default columns for each section are shown in the image below.

 

 

  • Click on the Columns button to remove columns or add additional columns to each section.
  • Drag and drop each column from the pop-up window to the appropriate location on the grid. For example, you can add the Address or Assigned to column to each grid.

Location

  • The default columns for each section are shown in the image below.

 

 

  • Click on the Columns button to remove columns or add additional columns to each section.
  • Drag and drop each column from the pop-up window to the appropriate location on the grid. For example, you can add the Location Path or Site column to each grid.

 

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