How do views work?

Modified on Mon, 22 Jun at 2:22 PM

What are views:

Your asset data in the asset management module is saved under table views. In the left column you can see all the views in your account, and on the right is the the asset data present under this view

Types of views

There are 2 types of views:

Default views - These are pre-created default views common for all Invista asset management users
Custom views - These are the views that you can create for yourself, and are only visible to you.

Understanding default views - Six default views are created for all users.

Refer this table to understand the default filters and columns under these views:

View	Default filter(s)	Columns	Purpose
Active Assets	Status = Active	All columns	To view active asset data
Inspection	Status = Active	Unit number, Next Test Due Date, Next Periodic Inspection - DANAK, Asset type, Status, Equipment Type, T-Code Product/Fleet Name, Inspection needed every, Transports Class 8 Goods, Product, Load status, Current location	To plan next inspection test
Pressure Valve Test	Status = Active Transports Class 8 Goods = Yes	Unit number, Next Test Due Date, Next Periodic Inspection - DANAK, Asset type, Status, Equipment Type, Product/Fleet Name, Inspection needed every, Transports Class 8 Goods, Product, Load status, Current location, Pressure unit installed	To plan next pressure test
Commercial	Status = Active Asset type = Leased & Owned	Unit number, Status, Tank Owner, Lessor, Lessee, Equipment Type, T-Code, Tank Size, Tare Weight (Kg), MFG Date, Age, No. of years on lease, Lease On Hire, Expiry Date, ERO, ERO Penalty/Day, Current rate, Product/Fleet Name, Dep %age, Max dep, Stated Val, Rep. Val., Adj Rep Val, Currency, Comments - Commercial	To plan commercial activities
All Assets	No filter	All columns	To view all active/in-active assets
Operational	Status = Active	Unit number, Product/Fleet Name, Dip Tube, Baffled, Next Test Due Date, Product, Load status, Current location, NVOCC return date, Comments - Operational	To plan operational activities

How to create custom views

In the left hand column Click on “Create New View” button, present at bottom

Enter a “View name”, then click on “Create”

The view will be created and added in the left column, as you can see in the below image

How to optimize views

You can optimize your views, by:

Editing columns in your views and
Applying filters on these columns

How to edit columns in views

Select the view you want to optimize

Then click on “Edit Columns” button

This will open the edit column modal.
The left hand side scape contains all the columns, the right hand side include the columns present in the selected view

Through this modal you can:
1. Add new column(s) - Click on column name in the left hand side space to add it. You can also search the column name in the search bar
2. Remove existing column(s) - Click on the cross icon in the left hand space to remove a column
3. Re-order column(s) - You can drag the columns up and down in the left hand space to achive the desired order
Once you are happy with the changes, click on “Apply” Button and your view will be updated. Clicking on “Cancel” button will close the modal window without applying the changes.

Apply column filters - Through column filters you trim down the asset information you are looking for.

To apply column filter:

Identify the column on which you want to apply the filter.
Click on the filter icon next to column name

Now you can
1. Sort the column values ascending and descending
2. Select all or clear all selected assets

Search for a specific value

Manually select/un-select values
Once you have taken the required action in the filter click on “Apply”

How do clear filters work

If you want to delete the allied filters for a view you can do it, by simply clicking on “Clear All Filter” button.

Note: For default view, the default filers will not be affected even when you click on “Clear All Fileters” button.