Welcome to another Dome tutorial, this video will show you how to manage the managed lists and managed list values in your system.
Managed lists functionality enables the creation of whitelists and blacklists. These lists can be added to the DOME and trigger workflow conditions if an entry is flagged by the system. An example is a list of stolen vehicles where you want to be alerted of if they are caught speeding.
To access Managed lists and Managed lists values, go to the ‘Manage’ menu, highlight ‘Custom properties’ and select either ‘Managed lists’ or ‘Managed lists values’.
The first option we are going to look at is ‘Managed lists’.
Displayed in front of you will be a list of all the Managed lists in your system. Depending on the size of your organisation these Managed lists may be over a couple of pages. To find the record more quickly, use the search bar located in the top left corner of the page.
To create a new Managed list, click the ‘New’ button in the bottom left corner. A dialogue box will appear, to create a new Managed list:
- Enter the name of your managed list
- Add a description
- Click on the ‘Entity fields’ tab and tick the field you wish to use for your managed list. An entity field is the type of data you wish the managed list to be filtered on. The most common will be ‘Vehicle Registration Mark’ or VRM
The ‘Name’ and ‘Entity’ fields are mandatory and will not let you save your progress without completing them. When you are finished. Click ‘Save’ or if you want to continue adding more Managed lists to the system, click ‘Save and Continue’.
Editing a Managed list is the same process, only instead of clicking on the ‘New’ button, you simply click on the Managed list you wish to edit.
Administrators can also delete multiple Managed lists. To do this tick the radio button to the left of one or more of the Managed lists and click the ‘Delete’ button in the bottom left corner.
Finally, administrators may wish to export a list of managed lists on the system. To do this simply click the ‘Excel’ icon in the bottom left.
Once you have created a managed list you need to populate it with the values you want reference. To do this open the ‘Managed lists values’ sub-menu.
Displayed will be a search bar and drop-down menu in the top left of the screen.
You can either search for the managed list you wish to add values to or use the drop-down menu. For this example, we are going to add VRMs to a list of banned vehicles. We will select blacklist from the drop-down menu.
A list of VRMs that have already been added to the list will appear here. To add a new VRM simply click on the ‘New’ button in the bottom left. Add the plate number, a comment or reason why it is on the list and an expiration date for when it will be removed, if applicable.
Click the ‘Save’ button to add it to the list or ‘Save and continue’ button if you wish to add more to the list.
Editing an entry in a list is the same process, except you click the value in the list you wish to edit.
Removing values from a list can either be done manually by clicking the radio button to the left of them and clicking the ‘delete’ button in the bottom left corner. Alternatively, you can set an expiration date to remove them automatically.
Finally, administrators can export a list of values for any list by clicking on the ‘Excel’ icon in the bottom left.