A view is a personalised display of documents or other objects (parts, articles, tools, passports, users, workflows, tasks) managed on Aletiq. In a view, you can :
Filter the objects to be displayed (display only quality management system documents, for example)
Sort objects (display recently modified items first, for example)
Choose which properties to display and the order in which to display them
Views are created and modified from the application administration and are shared by all users on the same server. They are presented in the form of tabs in the Documents, Items, Parts, etc. areas.
💡 Views give users rapid access to a range of data, such as :
Quality Management System documents
my tasks
my documents
finished products
etc. ...
⚠️ Only Administrators can create and modify views.
Create a new view
Modify an existing view
Modify the scope of distribution of a view
Delete a view
⚠️ Its scope of distribution must be in the Organisation.
💡 Manager roles can only create Views whose distribution perimeter will be limited to themselves.
Finally, for administrator roles only, it is still possible to create/modify/delete views from the Administration page of the Aletiq tenant.
🎯 In summary, then, views are essential for:
Personalise the user experience,
Improve the efficiency of the EDM,
Make work easier by presenting information in a clear and relevant way.