Users can star various items they work with and have them appear on the My Items page. This provides a quick and easy way for users to organize important and/or frequently viewed items for easy access.
![]() | The type of items that appear on the My Items page will vary depending on the components installed (Approval Manager and/or Job Manager) and the access permissions for the currently logged in user. |
For an Approval Manager system, the following items can be made to appear in the My Items page:
- Jobs and Job Saved Job Finds (only with Job Manager also installed)
- Customers and Saved Customer Finds
- Proofs and Saved Proof Finds
![]() | Note: Approval Manager only systems will not display My Estimates. |
It is important to remember that items that appear in the My Items page will also appear in their normal locations. For instance a proof that appears in My Items will not be removed from the a worklist on the Active Proofs page.
Additionally, items that are marked to appear in the My Items tab are done so on a per-user basis. Items marked to appear in My Items by one user do not automatically appear in the My Items page for other users.
Identifying objects that can appear in My Items
As you work within your Approval Manager system, you will notice certain objects that are presented with a star icon ( ) next to them. These objects are available for appearing in My Items by clicking the star icon. When selected to appear in My Items, the star icon will appear yellow: (
).
Additionally, any saved find will appear in My Items as well.
Marking objects to appear in My Items
1. Locate an object you want to appear in the My Items page.
2. Click the white star icon ( ) next to the object. The icon will turn yellow (
), indicating that it will also appear in the My Items page.
Removing objects from My Items
1. Open the My Items page by clicking the My Items tab.
2. Locate the object you want to remove from the My Items page.
3. Click the yellow star icon ( ) next to the object (or the Remove Star link to the right of the item name). The star icon will turn white (
). Objects appearing in the My Items page with a white star icon will be gone the next time the page is visited or is reloaded. You can re-star an item that has recently by unstarred by clicking the Set Star link to the right of the item name.
Finds can be removed by clicking the Delete Find link. Deleting a saved find from the My Items page will remove the find from the system.