Manage Analyst(s)

These topics comprises following sections:

• View Analyst(s)
  • View
  • Column Header
  • Show Column
  • Filter Condition
  • Filters
  • Search
  • Export
• Edit Analyst(s)

View Analyst(s)

The view Analyst(s) enables you to view the list of configured Analyst(s). You can navigate to Application Settings, select the module name  > Click Application > Analyst(s).

In the Analyst(s) list page displays the following details:

• The unique identification number of the configured Analyst(s).
• The name of the workgroup configured for the Analyst(s).
• Number of the Analyst(s) configured.

This Analyst(s) list page comprises following components:

1. View
2. Filter
3. Search
4. Export

View

The View functionality allows you to retrieve detailed information about a specific record, tailored to your configured view settings. This feature offers a comprehensive perspective, contributing to an enhanced overall satisfaction with the application.

When the list page contains a large number of records, the View function permits you to configure the view page, enabling quick access to a specific record without the need to scroll through the entire list.

To configure view, perform the following steps:

1. From the Analyst(s) list page, clickto configure new views, view already created ones, or search the views.
   The view section is displayed.
   Figure: View
2. Click + Add New View from the view section to configure a new view.
   The Filter screen is displayed.
   Figure: Filter
   
   
3.  Select the predefined column header name from the list. Select, Enter, and Enable the requested information based on the selected value. For more information on listed column header, refer Column Header.
   
   
4.  Click Apply to save the configured filter and categorize the records based on the set filter.
   The list page displayed with applied criteria.
   
   
5.  Click Save as New to configure the view name.
   The Save as New View pop-up is displayed.
   Figure: Save as New View
6. Enter the name of the view in the textbox and click Save to save the details.
   
   
   Note

   The unsaved criteria is displayed on the filter icon with the count of applied criteria. 

Column Header

The predefined values of Column Header explained in the following table:

Field	Description
ID	Enter the value of the identification number for which you want to configure a view.
Workgroup Name	Enter the workgroup name of the view you want to configure to view the records.

On setting up the necessary parameter in the filter screen, click Apply to activate the filter. If needed, you can use Cancel or Clear All to remove or close the filter screen. The icon is utilized to delete the current filter, and you can select + Add Filter to add a new one.

The Advanced Filter icon is utilized to set up filters with more detailed criteria for searching or viewing records..

Show Column

The Show Column screen enables you to tailor the layout of the listing screen to better align with your workflow, making it more efficient and user-friend. Click icon to align the Analyst(s) grids based on the requirement.
Figure: Show Control

You can drag the row in the new position while holding the mouse button to the icon, drag the row to its new position. As you move it, you might see a placeholder or an indicator showing where the row will be placed. On re-ordering the rows, you can click Save to save the ordering. To clear the configured grid click Clear All.

Filter Conditions

The filter conditions are used to set the criteria applied to the created records and refine the visibility of specific information. The filter conditions are explained in the following table:

Filter

The Filter screen empowers you to selectively filter and manage records by setting specific criteria, and streamlining the process of finding relevant information. For more information on the field description, refer the View section.

Figure: Filter

Search

The Search feature allows you to look for configured records. Click search icon, enter the name of the record you are searching for, and the application will show the results in the dedicated result section for the specified record.

Export

The Export button enables you to export downloadable file or transfer data from the application to an excel file format. It provides you with the flexibility to utilize data beyond the application's immediate interface and enabling various tasks such as backup, analysis, sharing, and compliance.

To export the details, clickexport icon and navigate to the following options to export it:

• Export Current Page : Export Current Page feature empowers you to download and retain a snapshot of the data currently displayed on the application screen, providing convenience and flexibility in working with the information.
• Export All : The Export All option empowers you to download and retain the entire set of records within the application.

Edit Analyst(s)

The edit analyst(s) enables you to edit configured analyst details based on the requirement.

To edit analyst(s) details, perform the following steps:

1. Navigate to Application Settings> Click Application > Analyst(s).
   
   
2. Select the required Domain and Sub Domain from the list.
   The list of configured Analyst(s) is displayed.
   Figure: Edit Analyst - List page
   
   
3.  Click the ID hyperlink to view the configured details for the Analyst(s).
   Figure: Analyst Details page
   
   
4.  Edit the required details of the Analyst(s) and click Update.
   A successful confirmation message is displayed.
   
   
5.  Click the No. of Analyst(s) hyperlink from the Analyst list page to view the configured Analyst(s).
   The configured Analyst details screen is displayed.
   Figure: Analyst(s) Details