I want to manage Role list views, filters and columns

  • If you can’t see the Role in which you're interested in, you can change what’s shown on your Roles Maintenance screen by applying a list view, applying a filter or by changing the order in which the report data columns appear.

    I want to manage Role list views

    To apply a Role list view to the Role Maintenance screen select the view’s name in the top right corner. For example, you can view Roles Requiring Approval only.By default there will be three Role list views already set up for you, these are:

    • Roles: lists all the Roles that are available to the user to view.
    • Roles Requiring Approval: lists all Roles that are currently awaiting approval.
    • Deleted Roles: lists all the approved Roles that have since been deleted.

    These default Role list views cannot be modified or deleted. If you require changes to how they are set up you will need to duplicate the view and make your edits as appropriate.

    I want to create a new Role list view

    If there isn’t a view that matches how you would like to see your data displayed, you can create your own customised views.

    1. Use manage columns and filters to arrange the Role list to as you require.
    2. When you’re ready, click Save View to display the Save list screen.
    3. Enter a name for your view up to 50 characters long.
    4. Click Save to save your new view.

    Once you’ve saved your customised view, you can select it from the View drop-down list on the Role Maintenance screen whenever you need it.

    I want to delete, modify, duplicate or set a default Role list view:

    1. Click Manage to display the Manage Views screen.
    2. Tick the box next to the name of the view you’re interested in.
    3. Click Delete if you want to delete the selected Roles view. A message is displayed, asking you to confirm if you want to delete the view. Click Yes to delete the selected view. You will not be able to delete the system generated views.
    • Click Modify, if you want to edit the selected Roles view:
      • To select specific Role values to show in the view, click + next to the type of Role value you want to include, then, depending on the type of value you’re using, tick the box next to each value you want to include in the view or select a value operator and enter a filter value.
      • When you’re ready to save your changes, click Save.
      • You can only modify views which you have created, if you want to modify a system generated view you will need to create a Duplicate and Modify it.
       
    • Click Duplicate if you want to copy the selected Roles list view. A message is displayed, asking you to confirm if you want to copy the view. Click Yes to copy the selected view. You can then edit the copied view to get the exact view you want.
    • Click Set As Default to save the selected Roles view as your default view.

    I want to manage columns

    To change which columns are shown in a Roles list:

    1. Click Manage Columns to display the Manage Columns screen.
    2. Tick the box next to the name of each column you want to see.
    3. Untick the box next to each column you don’t want to see.
    4. When you’re happy, click Save to see your changes in the Roles list.
      If you decide you don’t want to proceed with your changes, click OK.

    To change the order in which the columns appear, click on the name of a column you want to move and while holding down your left mouse button, drag the column to where you want it to appear in the Roles list before releasing your mouse button.

    To sort the Role data that appears in a column, click on the column’s name. An arrow icon will be displayed next to the column’s name to indicate the sort order.

    Click Save View to save the current view into the list of views.

    I want to manage Role list filters

    If you can’t see those Roles on which you want to take action, you can filter the Role Maintenance screen.   

    To apply a quick filter to a Roles list based on a Role value:

    1. Click Down arrow in the top left.
    2. Select the field you want to filter on.
    3. Enter the filter value in the field now displayed
    4. Click Search to apply the filter to the Roles list.
    5. Select Clear Filter before applying another filter.

    To apply an advanced filter:

    1. Click Advanced in the top left to display the Filtering Roles screen.
    2. Click + next to the type of Role value you want to filter on, then, depending on the type of value you’re using to filter, tick the box next to each value you want to include in the filter or select a value operator and enter a filter value.
    3. When you’re ready to apply your advanced filter, click View Results.

    If you want to remove any filter you’ve applied to the Role Maintenance screen, click Clear Filter.

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