Managing Perspectives

A user perspective is a customized view of the Streamline user interface. It is a mapping of Streamline panel types to positions in the user interface layout. Perspectives also save the columns displayed in the Asset Browser, Reports Manager, and Work Order Manager panels.

For example, you can create a perspective that includes a work order in the left column, a report in the top middle, and an Asset Editor panel in the right column. When you later use this perspective, any work order you open display in the left column. Reports open in the middle. Asset Editor open in the right column.

Perspectives can include any or all panel types:

    Approval Manager

    Asset Browser (Including panel columns)

    Asset Editor

    Reports Manager

    Work Orders Manager (Including panel columns)

    Work Order Editor

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This chapter discusses the following topics:

    Creating a New Perspective

    Opening a Saved Perspective

    Renaming a Perspective

    Changing the Layout of a Perspective

    Making a User Perspective Global

    Deleting a Perspective

 
 
 

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