Skip to content
English
Contact us
  • There are no suggestions because the search field is empty.

SOP 06: Editing Columns in a Personal View

To customise your personal view by adding, removing, reordering, and resizing columns so you can see the information most relevant to your role.

When to Use

Use this process when:

  • You need additional information displayed.
  • Certain columns are not relevant to your work.
  • You want to reorganise your view.
  • You are creating a personalised Sample Tracker layout.
Before You Start

You must have:

  • Access to the Sample Tracker.
  • A personal view already created.
  • Edit permissions for your personal view.
Video Walkthrough

🎥 SOP 06 – Editing Columns in a Personal View

Process Steps

Step 1: Open Your Personal View

  1. Navigate to the Sample Tracker.
  2. Select your personal view tab.
  3. Confirm the correct view is open.

Step 2: Open the Column Editor

  1. Locate the Edit Columns button at the top of the tracker.
  2. Click Edit Columns.

A column configuration window will open.

Step 3: Add New Columns

  1. Search for the field you wish to add.
  2. Select the required field.
  3. Add it to your view.

Examples:

  • Project Number
  • Dispatch Week
  • Sample Due Date
  • Technology
  • Unit Size
  • Customer Tier

Step 4: Remove Unnecessary Columns

  1. Locate columns that are not required.
  2. Remove them from your personal view.

Only remove columns from your own view unless instructed otherwise.

Step 5: Reorder Columns

  1. Drag and drop columns into your preferred order.
  2. Place the most frequently used information towards the left-hand side.

Typical examples:

  • Gate Name
  • Customer
  • Dispatch Week
  • Sample Due Date
  • Technology
  • Status

Step 6: Resize Columns (If Required)

  1. Hover between column headers.
  2. Click and drag the divider.
  3. Adjust the width to improve visibility.

Step 7: Save the Changes

⚠️ Important

Once all changes have been made:

  1. Click Save.
  2. Refresh the page if required.
  3. Confirm the layout remains in place.
Best Practice

Arrange columns in the order you naturally review projects.

For example:

Planning Focus

  • Sample Due Date
  • Dispatch Week
  • Project Number

Chef Focus

  • Gate Name
  • Technology
  • Unit Size

Management Focus

  • Customer Tier
  • Status
  • Gate Owner
Common Mistakes

❌ Forgetting to save changes.

❌ Removing important columns accidentally.

❌ Creating duplicate columns.

❌ Moving critical information too far to the right where it becomes hidden.

❌ Editing the wrong view.

Success Criteria

The process is complete when:

✓ Required columns are visible.

✓ Unnecessary columns have been removed.

✓ Columns are arranged logically.

✓ Changes remain after refresh.

✓ The view supports your daily workflow.

Related SOPs
  • SOP 04 – Creating a Personal View
  • SOP 05 – Adding an Existing View Tab
  • SOP 07 – Saving and Managing Views
  • Sample Tracker Overview