Knowledgebase:
How to set Preference Management to view data across Modules
Posted by Kelly Marshall, Last modified by Tiffany Vu on June 15 2022 10:57 AM

Setting your preferred module directly determines what you see (or don't see) in various pages where a Module dropdown is not available - MY TASKS and INSPECTIONS in particular. These two pages do not have the Module dropdown available to them as the RECORD LIST does, so they only display data as per your preferred module selection.

Seeing all of your assigned items as a user, across modules, is key so that you are not unknowingly missing anything assigned to you or others (Inspections, Workflow tasks like Plan Reviews, Activities).

Read the attached document to learn how to use and set your Preferred Module when working across modules.



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 How to set Preference Management to view data across Modules.docx (607.76 KB)
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