PlanStreet allows you to create custom views for each user for the Main Case Grid. Choose up to 20 columns of information to be displayed from the intake and case details. You can create multiple views and switch between them as necessary. Each view is linked to a user and will allow you to see only the information that you need for your tasks and daily case management.
To create a new view or manage existing ones can be done from the Views section. From the Main Case Grid, click the "Views" link at the top right of the screen.
Add New View
From the "Views" screen you can create a new view or manage an existing one. To add a new view, click the "+Add" button at the top.
On the "Add" pop up you will see a few options to fill out.
Caption: This will be the name of your view.
Default View: This will make this view the default view when you log in.
Details: This drop down will show you all of the information that is available to show as columns on your case grid screen.
Once all of your selections are made, click the Save button to create the view.
Manage Existing Views
On the Views screen, you will see a list of all of the Views that have been created for your user.
The view with the red flag (in this case Custom View 1) is the default view.
If you click on the name / caption of the view, it will take you the Main Case screen and show you that view.
You can also click on any view and "Edit" or "Delete" the view. From the edit screen you can change the content shown for that view as well as update which view is the default view. Only 1 view may be marked as the default. If you change the setting on a view that is not marked as the default and save it, it will remove the default status from the one marked as default currently.
Once you have views created in the system you can access them from the Views drop down on the Main Case screen.
Select which view you want to apply and the screen will refresh and show the updated view.