Introduction
The snapshot panels can be configured to display even more customized information and use descriptive panel names based on saved searches. For example, the Administrator can change the listings on the Basics panel, create new panels, display duplicate panels but for different company types, and set up other snapshot configurations to display particular views of a company.
Open the Snapshot Layout
To customize Snapshot panels, first open the Snapshot layout whose panel you'd like to customize via the Manage Snapshots panel on a Homepage Tab.
1. Locate the Manage Snapshots panel on your Homepage Tabs.
The Manage Snapshots panel is likely on a Homepage Tab called Admin, but it might be found on another tab if your Homepage Tabs have been customized in the past. See this article for information on how to add the Manage Snapshots panel if you do not have it.
2. Click the name of the Snapshot layout whose panels you'd like to customize.
Modify the Basics Panel Saved Search
The following will be an example of how to change the Basics panel on a snapshot to display additional information in the data list. Proceed as follows:
On the Basics panel, Click the ACTIONS icon and then clicks Settings.
Click on the Modify Search button on the Settings tab. The Advanced Search screen displays the fields and criteria configured for the default search.
Please note: The screen field data refers to the headings displayed in the panel, which can be displayed in List View or Data View. The Basics panel uses Data View by default, which can be changed on the Settings tab.
To add a new column heading to be displayed under the Entity Type column, click the Add button next to Entity Type, and a new column is added with a drop-down list for selecting the type of column.
Choose the Number of Employees from the list of options in the “Screen Field” drop-down.
Please note: To delete any of the column headings, the Administrator clicks the Delete icon next to the column.
Enter a name for this search in the Search Name field e.g “Peter Basics search”. Leave the jurisdiction as All and select the Private checkbox.
To save the new search criteria settings, click the Save As button.
Please note: For more details on using the search function in GEMS, see the ‘Advanced Searching in GEMS’
Back on the Snapshot Basics Settings tab, “Peter Basics Search” is automatically populated as the Saved Search. To save this as the panel search, click the Save button.
The Basics panel now has an extra column heading called Number of Employees.
Once again, click the Save button on the main Snapshot configuration screen to save the overall changes to the snapshot.
Configure the Status History Panel to Display Status on a Specific Date
By default, the Status History panel displays all recorded statuses for an entity. Peter wants to change the Status History panel on his snapshot to display the status of the entity as of the date selected in the ‘Date As At’ field at the top of the snapshot. He proceeds as follows:
On the Status History panel, click the Actions button and then click Settings.
Click on the Add Search button on the Settings tab.
In the Status History Search that opens, add a new column heading and select Effective To from the list of options in the “Screen Field” drop-down.
An example of a search criteria an admin user could set up is as follows:
First criteria: And Status Effective From Is less than or equal to #DATESAT#
Second criteria: And (Status Effective To Is greater than #DATESAT#
Third criteria: Or Status Effective To Is blank)
The #DATEASAT# parameter retrieves the date in the ‘Date As At’ field on the Snapshot and the search criteria display the status of the entity on that date.
Enter a name for this search in the Search Name field, e.g. “Peter Status History Search”. Leave the jurisdiction as All.
To save the new search criteria settings, click the Save button. The search is automatically populated as the ‘Saved Search’ in the Snapshot Settings tab.
Click on Save and then clicks Save on the main Snapshot configuration screen to save the overall changes to the snapshot.
Business entity snapshots based on this snapshot panel will now display the status as of the date in the ‘Date As At’ field instead of displaying the entire status history for the entity.
Making the Snapshot Panel Editable by Users (Admin)
The Administrator can enable the snapshot Personal View option by navigating to Admin> GEMS Settings > System Management > Options > General > Web 2.0 and selecting the Enable User View on Entity Snapshot checkbox.
Using the Snapshot (All Users)
Once the Administrator has defined a snapshot for a user role, all users belonging to that role will see that snapshot when they view a GEMS entity. If no snapshot has been defined for the user role, the user will see the default snapshot for that GEMS entity type. This section describes how end users can use the snapshots.
Please note: If a user role is restricted from viewing certain screens and the snapshot contains panels for those screens, the panels do not display any data and the users cannot click through to view the associated screen. The exception is Custom Screen snapshot panels. If a user role is restricted from viewing a custom screen, the associated Custom Screen snapshot panel does not appear on the snapshot at all.
Refresh Data on the Snapshot Panel
The time and date that the details were last loaded to the snapshot are displayed in the top right corner with the heading Data current as at.
There are three different refresh options available when using the Snapshot: the main GEMS Refresh button in the User Reference bar, the Snapshot Refresh icon, and there is also a refresh option in each snapshot panel.
The main GEMS Refresh button updates every aspect of the system to reflect any changes that have been made, such as new entities added, or edits to the Reports & Documents and other homepage tabs.
The panel refresh is available on each panel under the Actions button, this enables the user to perform a refresh of the data within a particular panel only, rather than refresh the whole snapshot or the GEMS system.
The Snapshot Refresh button is underneath the company name. This loads the most recent company information into the snapshot
