Manage Preset Favorites

Manage Preset Favorites

Manage Existing Preset Favorites

Note: Users with Preset Favorites: Manage and Preset Favorites: Create permissions can manage Preset Favorites. Users with the Preset Favorites: Create permission are limited to managing presets that they own/created. If you do not have this permission, contact your admin.

To manage an existing preset:

  1. Click the Favorites («) button in the lower left corner.
    The Manage Preset Favorites window opens.
  2. Click on the name of the preset you would like to edit. 
    The Edit Preset window opens.
Users with appropriate permission level can edit:
  1. Preset name
  2. Preset group
  3. Description
In the Scope tab, you can:
  1. Modify the scope of sections from the worksheet to include in the preset.
  2. Click the Apply current worksheet values button to re-import worksheet data to the preset. This functionality is useful in cases where you would like to make a change to an existing preset while maintaining the current Preset name, Preset group, and other attributes.
The grid at the bottom of the Scope tab provides details about the fields and values from the worksheet that are included in the preset.

In the Access tab, you can modify which reading groups have access to edit the Preset Favorite. Using the arrow keys, users may add and remove Preset Favorites from the selected reading groups to share or remove access.

Please note the following:
  1. Multi-select functionality is available by holding the CTRL + mouse click.
  2. The All radio button can be used to grant access to the preset to all available reading groups.

 

Click Save to save your changes. Alternatively, the Save as button can be used to save a duplicate copy of the preset with a different name. 

Note: Duplicate names are not allowed for Preset Favorites.

 

Batch Action Management of Existing Presets

To manage multiple existing Preset Favorites:

  1. Click the Favorites « button in the lower left corner.
    The Manage Preset Favorites window opens.
  2. Select the checkboxes of the Preset Favorites you would like to manage.
  3. Select the batch action menu (v) at the top of the first column.

 


From the batch action menu, you can:

Add access
Grants reading group access to the selected Preset Favorites.
The Reset any existing access check box provides a way to clear any current reading group access for the selected Preset Favorites.
​
Remove access
Removes reading group access for the selected Preset Favorites. 
​
Delete
Deletes the selected Preset Favorites.
​
Assign to group
Assigns the selected Preset Favorites to a new Preset Group. Assigning groups of presets to Preset Groups can help make worksheets with many presets more manageable. 
​

Manage Preset Favorites Window

The Manage Presets Favorites window displays the following columns with useful information:  

•Name

•Description

•Preset group

•Access reading groups

•Protocol

•Last modified

•Created by

 

In the Manage presets favorites window, you can reorder and sort columns and use the Filter to locate Preset Favorites. 

The Apply current sorting button in the lower left applies the current list order to the Preset Favorites list in the worksheet.

The Protocol dropdown provides you with a quick way to filter to Preset Favorites assigned to a specific protocol type.


Note: The All protocols option filters the list to show only the Preset Favorites which are assigned to "All". This is because "All" is a protocol designation. To see the entire unfiltered list of Preset Favorites, select "blank" in the Protocol dropdown.


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