Manage Favorites

The Manage Favorites page allows an administrator to manage all of the favorites in the system. The administrator can:

• view and edit favorites for all users

• search for favorites across all users

• search for specific users and specific favorites

• 'view as' any system user

The favorites are listed on the page and will show the following information: name, description, user ID, company ID, type of favorite (personal or shared), area of the favorite (cases, reports, or utilities), function name, and any additional notes that were added for the favorite.

An administrator must have w_admin_favorites permission to use this feature.

This page functions similarly to the My Favorites page. An administrator can organize, copy, distribute, or delete favorites or folders. For information on how to use these functions, see My Favorites.

An administrator may see the list of personal favorites for a user, but cannot open and run the favorite.

Using Search

The Search feature allows you to search for a specific user ID and specific favorites. To access the Search options, click Search on the page banner. Below are the available Search options.

Once you have completed your selections:

• Click Apply to view your selected favorites on the page.

• Click Reset to clear the search and start over.

Using View As

The View As feature allows you to view and manage favorites for a specific user. Next to the Manage Favorites page title, you will see the following:

"Viewing As [user name] for company [company ID]"

To access the View As options, click View As on the banner. Choose your settings and the page will display the favorites for the user you selected. Click Reset to clear the options.

Below are the available options.