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

This article reviews the functionality that allows users to customize the fields and columns displayed in the Providers, Cautions, and Monitor tabs. Users can save their customized selections, which will be retained each time they log in.

A) Providers Tab:

1. Click on the Providers tab
2. This will bring up the provider's table with all your providers
3. Look to the right side of the screen
4. You will see a gear icon, click on that icon
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 gear icon, click on that icon
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 gear icon, click on that icon
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