Control which columns are displayed on the collection list.

1. Select Records Management | Collections, Add Records | Collection List (Add Records). The Collection List screen opens.
2. Click the drop-down selector to the right of any of the columns on the collection list.
3. Hover over the Column icon .
4. Click the tick box to the left of the column(s) that you want to include on or exclude from the collection list screen. The screen display will update immediately to reflect your selections.
5. Click a different area of the screen to close the column selector.

Sort the results that are displayed on the Collection List in ascending or descending alphanumeric order.

1. Select Records Management | Collections, Add Records | Collection List (Add Records). The Collection List screen opens.
2. Click the drop-down selector to the right of any of the columns on the collection list.
3. Hover over the appropriate sort icon:

4. Your data is immediately resorted and refreshed.

You can filter within each column of data on the collection list. Filtering allows you to narrow your search results.

1. Select Records Management | Collections, Add Records | Collection List (Add Records). The Collection List screen opens.
2. Enter a letter, number or combination to filter the data that will be displayed in the column. Use the wildcard operator (*) for easier filtering.
3. Click Filter. Your results are displayed with your filter applied.

Click the x in the filter field to clear an individual filter as opposed to using the Reset View button (below) to clear all filters and settings.

Drag and drop columns to move them into a different position in the collection list. You can customise your display based on the information you use most frequently.

1. Select Records Management | Collections, Add Records | Collection List (Add Records). The Collection List screen opens.
2. To change the column width, position your cursor over the edge of the column.
3. Your cursor changes to indicate that you are able to resize the column.
4. Left click and drag the column to the appropriate length.

Click the Reset View button to clear ALL filters and restore the collection list to its default state. If you have changed the sort order or column size, or added, moved or removed columns, they will be reset.