Department views

A department view is a saved set of filters that you keep for a department, like "Open Chromebook repairs" or "Unassigned tickets at the high school". You choose who sees it, and whether it opens by default for them. Everyone else uses it as it is; only admins change it.

Admin › Account › Views is where you manage them. You need Manage shared views.

Choose what you're looking at#

• Tabs across the top pick the list: Tickets, Assets or Inventory.
• schoolOS staff use Account to choose whose views to manage. Changing the account loads its departments and views on the selected tab.
• Department, beside the search box, picks which department's views you're managing. It only appears when your account has more than one department, and stays put when you switch tabs. See Departments.

Let people save their own views#

The Personal views section, under the list, has one switch: Let people save their own views. It covers everything in the selected department, on every tab.

• On (the default): people can save their own views alongside yours.
• Off: people use only the views you set up here. Views they saved before are hidden, not deleted, and come back when you turn it on again.

Turn it off when you want everyone in a department working from the same lists, for example a help desk where every agent should see the same queues. Leave it on when people have their own ways of working.

The views#

Views for the selected tab and department are listed in the order people see them. Each row shows the view's icon, name and description, Who sees it, Last changed (who and when) and its Order. Search by name or description.

• The arrows in Order move a view up or down. They work while the list is sorted by Order and not searched.
• Select a row to edit the view's name and audience. Its … menu has Edit and Remove.

Add a view#

You don't add views here. You add them where you use them:

1. Select Open tickets to add one (or assets, or inventory).
2. Set the filters you want.
3. Choose Save filter › A department view others can use.

To change a view's filters later, open it on that list, adjust them, and choose Update view.

A ticket view keeps the exact statuses, priorities, people and teams you picked, so renaming one doesn't change what the view shows.

Who sees a view#

Select a view (or Edit in its … menu) to open Edit view:

• Name.
• Description (optional).
• Icon (optional).
• Who sees it. Tick Everyone in the department, or, next to Or only, pick particular Teams, Roles or People. You can mix them. A view needs at least one.

Each audience you pick appears as a chip. Select the star on a chip to make the view open by default for that audience. When more than one default applies to someone, the most specific wins: a person, then their team, then their role, then the whole department.

Use defaults so people land on the list they need without looking for it, like a campus technician opening straight onto their school's tickets.

Which audience to pick:

| Audience | Choose it when | | --- | --- | | Everyone in the department | The view is useful to the whole team, like "Unassigned tickets". | | Teams | The view matches a team's queue, like "HVAC work orders" for the HVAC team. People who join the team get it automatically. | | Roles | The view is about a kind of job, not a group of people, like "Urgent tickets" for everyone with a Supervisor role of your own, wherever they sit in the department. | | People | One person needs it, like the technology director's "Escalated this week". Use sparingly: when they leave, the view goes unused. |

For example, in a Facilities department, "Open work orders" goes to Everyone in Facilities, and "HVAC work orders" goes to the HVAC team with the star set. A new HVAC tech who joins the team signs in and lands on HVAC work orders without anyone setting it up for them. The rest of Facilities doesn't see HVAC work orders in their list of views at all.

Select Save to keep your changes.

Remove a view#

In the view's … menu, select Remove, then Remove view. The view disappears for everyone who sees it. Anyone who had it open goes back to their other views.