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You have two ways of accessing the Professional Panels functionality:
- Go to the Home > Professional Panels menu command.
- Click the Professional Panels item in the Quick Access pane.
In both cases, the Professional Panel List page opens- .
Figure 1 - Example of the Professional Panel List page
This page lists the panels currently available to you. These may be panels that you have created or imported, or panels that others have created and given you permission to access. The panel details presented in this list are as follows:
- Panel ID – the unique identification number for the panel. This is allocated automatically by Forsta Plus when the panel is first created. This is the link used to access the panel.
- Panel Name – the identifying name of the panel, given by the person who created it.
- Company – the company registered as the “owner” of the panel.
- Created By – the name of the person who created the panel.
- Created – the date and time the panel was created.
- Keywords – you can register keywords for a panel to make it simpler to locate when the panel list is extensive.
To open a panel, click on its blue Panel ID link. The Panel Overview page for the selected panel opens (go to Overview for more information). Note that this page is also accessible via the Panel Utilities > Overview menu command. To create a new panel, click the New Professional Panel button (go to Creating a New Professional Panel for more information). To import a panel and selected rules, matrices etc. from a different site, click the Import Remote Panel button.
Searching and Filters
In an established company the list of registered panels may run into thousands, and a search through the list for the one panel that you wish to use could be time-consuming. Forsta Plus therefore provides you with a set of filters so you can reduce a long list to a manageable size.
- Panel Category – Click the down arrow beside the field to open a drop-down list of the panel categories, select the appropriate category from the list and click Search. The list is reduced to only those panels that have the selected category.
Note: You do not need to type the entire name or number into the appropriate field – in most cases the first few characters will tend to reduce the list considerably.
- Panel ID – type in part or all of the required panel’s ID number.
- Panel Name – type in the company name.
- Company – allows you to search for panels according to the company under which it is registered.
- Created By – allows you to search for panels created by specific users.
- Created– Select an operator and a date to search for, for example any panels created on or before a certain date.
- Keywords – type a key word into the field to search for all panels with that word registered as a keyword.