Viewing records
The Data Management Platform provides a flexible and intuitive interface for reviewing and interacting with equipment records submitted by your institution. Whether you're reviewing existing submissions, preparing updates, or conducting internal checks, this section outlines the available tools for customising how you view, navigate, and manage your data.
You can:
- Perform targeted searches across your records
- Apply filters to narrow results by specific criteria
- Customise field visibility to suit your needs
- Update preferred views
- Freeze columns to keep key information in view while scrolling
Search records
Use the search bar in your records page to locate specific records quickly and efficiently. The search bar supports keyword-based queries and will search for results in all of the fields.
This feature is particularly useful for validating updates, identifying duplicates, or checking whether a particular asset has been submitted or published.
Filter records
The filter tool allows you to refine your view by selecting one or more metadata fields. Filters are applied in real-time and can help you isolate records based on:
- Record type
- Record status
- DOI status
- UKRI threshold
Filters can be layered and cleared at any time, offering a powerful way to audit, compare, or manage specific subsets of your data.
View / hide fields
You can choose which fields are displayed in the record table. This allows you to focus on the most relevant columns for your task.
To adjust field visibility:
- Open the field selector panel
- Tick or untick the fields you wish to show or hide
- Your selections will update in real-time
If you click on 'Save default view' underneath the field selector panel, your preferences will remain active for the current session.
Freeze / unfreeze columns
Freezing columns allows you to lock key information so they remain visible as you scroll horizontally through the table.
To freeze a column:
- Hover over the column header
- Select the “Freeze icon” on the column header to freeze the column in place
- To unfreeze select the “Freeze icon” again
Multiple columns can be frozen simultaneously to suit your workflow.
Change default view
You can save your preferred field visibility as a default view. This helps streamline repeated workflows across sessions. To set a default view:
- Customise the table using field selector panel
- Click “Save as Default View”
- Your configuration will be stored for future logins
You can update your default view at any time. Saved views are specific to your user profile.