You have the ability to save many of the settings in the map view to display the way you want every time you log in. This is saved on a user-by-user basis, so your map settings can be different from someone else’s.
How to Save your Map View Personalization
- Use the Filter and Search tabs to set up map the way you want it. The settings that can be saved are listed below.
- On the Sidebar, click the Tools tab.
- Click the Save New button.
- Enter the name of the personalization in the pop-up box that appears. You can set this as your default personalization by checking the box. Click Save.
- When you hit the Save New button, the following items are saved:
- Date Collected/Date Modified
- Date Slider
- Priority Type
- Priority Value
- Work Items (Checked/Unchecked)
- Statuses (Checked/Unchecked)
- Display Employee Labels (Checked/Unchecked)
- Only Display Work for Selected Employees (Checked/Unchecked)
Employees (Checked/Unchecked)
Auto Refresh (Checked/Unchecked)
Default
City
State
Zip
- GIS Layers (Checked/Unchecked)
Background Map (Street Map/Satellite Map)
Docked Left & Bottom Panes
Results in Data Grid:
Show Labels (Checked/Unchecked)
- Auto Zoom (Checked/Unchecked)
- You can save multiple personalizations in your account and switch between them using the User Personalizations drop down list under the Tools tab.
*Note: If a new Work Type, Status, or User is added, you will need to manually check it and re-save the settings, otherwise you may not see the Work Items listed under the unsaved category.
Updating or Removing a Personalization
- To update a personalization, click on the Tools tab.
- Select the User Personalization from the drop down list. The screen will refresh to that personalization.
- Use the Filter and Search tabs to modify the view.
- Click on the Tools tab and click the Update button.
- To delete a personalization, click on the Tools tab.
- Select the User Personalization from the drop down list. The screen will refresh to that personalization.
- Click Remove.
