OVERVIEW
This article provides instructions about how to switch between a ‘Tile View’ and a ‘List View’ in Lighthouse.
Note: If you are unable to change your view, you will need to contact your system administrator as they may have locked down this functionality.
INSTRUCTIONS
SWITCHING FROM A TILE VIEW TO A LIST VIEW
1. Log in to your Lighthouse instance.
2. Click the filter icon on the right side of your dashboard screen
3. Select the filter ‘Change to List View’.
4. Your dashboard will now display in a List format.
5. Action items, in-progress items, and completed items will be displayed in tabs at the top of your dashboard screen. Within each of these tabs, any relevant items will appear in the table below. The list view provides a snapshot of information, relevant to the user. This includes:
- The item reference number
- The item module type
- Details about the item
- Who the item is allocated to
- The status of the item
- The last action date of the item
There is also filtering functionality that can be applied to the list view by clicking any of the headers in the table i.e. sort by status type.
Users can click on any of the items to view/action requests.
- Grouping the Display: Items can be displayed by groups by dragging the column header into the space above. For example to display all items by Type of Application, drag the Type header above – then all items will appear grouped by type in the display. To undo the grouping, drag the header back into the table.
- Filtering the Display: The display can also be filtered. For example, only those items with a status of ‘Delegate Review’ can be displayed by clicking on the filter icon in the Status column header and selecting that option. Click on the Show Filter/Hide Filter button to bring up more filter options. The filter type defaults to ‘Contains’. To change this default, click on the filter type icon and select the required filter logic to be applied to the filter.
- Ordering the Display by Date: Items can also be displayed in order of Last Action from oldest to newest by clicking on the arrow in the header of the Last Action column.
SWITCHING FROM A LIST VIEW TO A TILE VIEW
1. Log in to your Lighthouse instance.
2. Click the button ‘Change to Tile View’.
3. Your dashboard will now display in a Tile format.
4. Items will be separated into their own individual tiles/modules. The tiles will be represented by different colours:
- A green tile indicates that an action is required. The number on the left of the tile indicates the number of items there is for you to action. To access these action items, click on the ‘to action’ link.
- A blue tile means there are items related to you that are in-progress (but no action is needed). The number on the right of the tile indicates the number of items in-progress. To access these in-progress items, click on the ‘in progress’ link.
- A black tile means there are no items for action or currently in-progress.
