The profile view of a Milestone represents a summary view. It is not comprehensive in that it does not show all of the data related to the selected Milestone, but it does provide access to the most commonly used information related to the Milestone. The profile view also provides easy access to related data for the Milestone. Most information for the Milestone can be accessed by clicking on the profile icon (located to the left of the page title), and then choosing an appropriate ‘related item’ from the menu.

Actions can be added to the Actions grid of the Milestone via the “Add Action” button.

Query icon:

The Query icon and its dropdown menu are found to the right and directly above all major grids. The Query icon opens the query form where queries of the data in the grid beneath are performed.

If you wish to save a query for use in the future, immediately click on the Active Query icon and a "Save As" link will appear on the top right of the Query form. Click on "Save As", name the query and click "Save". The name of the query will now appear under the Query icon dropdown. To activate the saved query, click on the triangle to the right of the icon and select the query. This is a friendly method to make frequently used queries easy to access with just a single click of the mouse.

Print icon:

The Print icon and its dropdown menu are found next to the Query icon directly above all major grids. The Print icon opens the print form where exports of the data in the grid beneath are performed.

Query Actions Grid Form

Description

The Query Actions Grid Form allows you to query/filter data in the grid by specific fields. Once you enter a word, part of a key word, date(s) of interest, or any combination of these, click on “Search” and the grid will filter to reveal your queried data.

Definitions

1. Note: This field filters for specific text in the Action Notes.
2. Author: This field filters for the Author of the Action Note.
3. Date___to___: This field filters for the date that the Action information was inputted into EMSWeb.