How to Customize Visible Fields in Providers, Cautions, Monitor Tabs

In this article, we are going to cover some new Passport Updates that allow you to customize your viewed fields and columns in the Providers, Cautions Monitor tab within the system, and save the selections every time you log in. Below we will cover all of this with step by step instructions and corresponding screenshots to show you what we are referring too. 

A) Providers Tab:

1. Click on the Providers tab
2. This will bring up the providers table with all your providers
3. Look to the right side of the screen
4. You will see a little a gear, click on that gear
5. This will bring up a window with all the fields you can check to add corresponding columns to the providers' table
6. Checked fields will show up on the table, unchecked will not

B) Cautions Tab:

1. Click on the Cautions tab
2. Look to the right side of the screen
3. You will see a little a gear, click on that gear
4. This will bring up a window with all the fields you can check to add corresponding columns to the Cautions table
5. Checked fields will show up on the table, unchecked will not

C) Monitor Tab:

1. Click on the Monitor tab
2. This will bring up all monitor alerts in Passport
3. Look to the right side of the screen
4. You will see a little a gear, click on that gear
5. This will bring up a window with all the fields you can check to add corresponding columns to the Monitor Alerts table
6. Checked fields will show up on the table, unchecked will not

C) Export Selection:

1. To export your monitor alerts, you will click on "Export Selection" in the bottom right corner
2. This will begin downloading a file of all current monitor alerts in the passport system, depending on your filter parameters 
3. NOTE: all the fields will be added to the report, not just the selected
4. Below you can see the report matching the same columns as in the monitor alert table, specifically Company User and Department ID