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Working with the 'View tab'
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The View Tab is one of the most useful areas of the system. By entering a case number, you can immediately view all the information associated with that case. If the case has been entered as parent, all related information will also be visible. This information could include data about a person, item, or case. Many users find the View Tab to be the one-stop-shop for immediate access to case/person/item information.
The View Tab is not only a quick view of an entire case but it is also quick menu to many of the most used functions as they relate to working with a case or item. From this one page you can add items, persons, notes or documents and you can update information. Along wtih the bucket list you have everything you need right on this screen.
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The central focus of the View Tab is the item level view at the bottom of the page. This section of the page shows necessary information as it pertains to the items in this case. By default all systems will show a item number, description, date received, current status and location. The information in this list can be customized by the system admin.
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Customization of Item Lists
System administrators can customize which fields are shown in the item view list. To complete, go to system customization and click on the "item display' tab. Select the fields that you want in the list, order as you wish, and submit. When you go back to the view page you will notice the new fields in their desired order.Note: Customization of the item list will effect every location in the system that shows a list of items. There are over a dozen areas of the system that use the item list view, the View Tab is just one of them.
