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J. J. Keller Support Center

Grid View for Incident Recordkeeping

From the Safety Management Suite dashboard, click Incidents on the left hand side.  Select Incident Recordkeeping.

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To the right of the grid, select Columns, Filters, or Actions.

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Columns can be shown/hidden and can be rearranged for custom viewing.  Click and drag the columns into their desired order. Additionally, columns can be resized by clicking and dragging, or, can be auto-sized by double-clicking the column header edge.

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Select Filters for your view.

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Actions allow you to Export, Import, or generate CSV, Excel, or XML files based on the view that has been generated by the columns and filters.

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Action Function Location
Clear Filters Clears all active filters

Above the grid, upper-right corner

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Reset Clears all active filters and resets all grid columns to the default state when the page loads

Above the grid, upper-right corner

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Columns Opens selector for all grid columns

Right-hand grid menu

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Filters Opens selector for all grid filters

Right-hand grid menu

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Actions Opens selector for all grid-level actions

Right-hand grid menu

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Import Data

Opens the Import Center with the data set and "Import" pre-selected

Right-hand grid menu > Actions

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Export Data Opens the Import Center with the data set and "Export" pre-selected

Right-hand grid menu > Actions

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Report - Current View - Generate CSV Downloads a .csv file with all rows, all exposed columns, with column headers

Right-hand grid menu > Actions

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Report - Current View - Generate Excel (.xlsx) Downloads a formatted .xlsx file with all rows and all exposed columns with headers

Right-hand grid menu > Actions

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Report - Current View - Generate Excel (.xml) Downloads an .xml file with all rows and all exposed columns with headers

Right-hand grid menu > Actions

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Copy Copies all cell data for selected rows to the clipboard

With row(s) selected, Right-hand grid menu > Actions

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or

Right-click the row > Copy

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Copy with Headers Copies all cell data for selected rows with column headers to the clipboard

With row(s) selected, right-hand grid menu > Actions

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or

Right-click the row > Copy

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Report - From Selection - Generate CSV Downloads a .csv file with the selected rows and all exposed columns with headers

With row(s) selected, right-hand grid menu > Actions

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Report - From Selection - Generate Excel (.xlsx) Downloads a formatted .xlsx file with selected rows and all exposed columns with headers

With row(s) selected, right-hand grid menu > Actions

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Report - From Selection - Generate Excel (.xml) Downloads an .xml file with selected rows and all exposed columns with headers

With row(s) selected, right-hand grid menu > Actions

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Delete Deletes selected rows after confirmation modal

With row(s) selected, right-hand grid menu > Actions > Delete

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or

Menu > Delete

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Checkbox "Select" Selects/De-selects row

Grid Column 1 on the load page

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Row Menu Opens the row-actions menu (View, Edit, Delete, etc. for this record

Grid Column 2 on the load page

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View Opens the view page for this record

Row Menu > View

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Edit Opens the edit page for this record

Row Menu > Any of the edit options

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Add Adds to this record without opening view/edit page (note, attachment, task, etc.)

Row Menu > Any of the add options

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Delete (Single) Deletes this record only

Row Menu > Delete

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Sort

Clicking the column header once sorts the data in ascending order (low to high, old to new, etc.)

Clicking the column header twice sorts data in descending order (high to low, new to old, etc.)

Clicking the column header three times resets the the order to the default when the page loaded

Column header (on-click)
Column Header Menu Opens the column actions menu

Column header (on- hover)

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Pin Column Pins/Un-pins the column from the left or right

Column Header Menu

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Autosize this Column Adjusts this column width to fit column data

Column Header Menu

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Autosize All Columns Adjusts all column widths to fit column data

Column Header Menu

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Reset Columns Resets all grid columns to the default when the page loads

Column Header Menu

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Filter Adds filter for this column

Column Header Menu

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Reset Filter Clears filter for this column

Column Header Menu

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Add/Remove Column Adds or removes columns from the grid

Column Header Menu

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