Saved Views on the Schedule

A saved view is a named set of schedule filters. Save the facility, providers, service codes, and statuses you look at for a job, give it a name, and switch to it in one click. Keep as many views as you need. 

What is does? 

• Saves your current filters under a name you choose. Picking a view applies its filters to the schedule, and the filter panel, facility control, and filter system update to match. 

Why? 

• Schedulers work several jobs in a day, and each job looks at a different slice of the schedule. Before saved views, the schedule held one filter selection, so moving between jobs meant reselecting filters across many facilities and providers every time. 

How to use it: 

1. Set your filters with any combination of: facility, providers, client, appointment type, service code, status, environment, room, and school. 
   
   
    
2. Switch views by using the search and picking one from your list. 
    
3. Save current filters as new view creates another view with the current selected filters. 
    
4. Manage views is where you can rename, delete, and reorder. The order you set there is the order your views appear in. 
   
   
    
5. Save a new view and give it a name, such as "Active Providers". Do this for a brand new view. 
   • Use the Duplicate function to start from a view you have already built out. Add any extra filters on top, then save the results as brand new view. 
     
     
      
6. Update a view by clicking it and changing the filters. A banner shows your unsaved changes in the Views dropdown. 
    
7. Save updates the view with those added filters. Save as new keeps the original and the new view. Discard resets the filters to the original view. 
   
   
    
8. Manage views is where you can rename, delete, duplicate, and reorder. Click a view's name to rename it, use Duplicate or Delete beside it, and drag to reorder. The order you set there is the order your views appear in, and your current view is tagged Active. 
   
   

TIP: Make one view per job you do, named for the job, such as "Cancellations this week" or "Clinic - Full Staff." 

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FAQs

Can I share a view with my teammates?   

• No. Views are personal to you. A teammate can set up the same filters and save their own view. 

Can I rename, delete, or reorder views? 

• Yes. Open Manage views. The order you set there is the order your views appear in. 

What happens when I come back to the schedule? 

• It reopens on the view you were last in. If you weren't in a saved view, it reopens on the same filters as before. 

Do I have to save a view to filter? 

• No. You can filter freely without saving anything, the same as today. 

Can I duplicate a view?

• Yes. Duplicate a view to start a new one from it, then adjust the filters and save. 

What if I switch views before saving my changes? 

• Boost asks whether to save or discard the changes first. 

How do I know a view has unsaved changes? 

• A dot appears next to the name, and a banner offers Save, Save as new, and Discard. 

How many views can I keep? 

• As many as you need. The list is searchable, so 20 or more stays easy to work with. 

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