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Choose Create Lists from the Function list.
In the Review Files section, click on the review file you want to sort by selecting its row. This will highlight the review file.
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Click on the Saved Sorts tab on the left column menu.
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The name of your sort should start with your library’s Marmot Code, and include your name and the date. Like this: MARMOT(Lloyd) Sort Name (10/14/2021) |
Choose a saved sort to view by selecting a row under the Sort. The search criteria are shown in the top portion of the tab under the words Sorting Fields. Tip: clicking on Sort Name will change the Saved Sorts to an alphabetical list.
Using Saved Sorts
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The Retrieve Sort box will appear. Choose a saved sort to use by selecting a row under the Sort. The search criteria are shown in the top portion of the tab under the words Sorting Fields. Click on the Select button. Clicking on Close will exit the Retrieve Sort box.
This will add the saved sort to the Sorting Fields. Click on the Append or Insert buttons to add more sort criteria. Click on the Delete button to remove any sort criteria. If you have made any changes and want to save the new sort, click the Save This Sort button.
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The Enter Sort Name For Saving box will appear. Adding a new name will save a new sort. Choosing from the existing names will save any changes to the original sort. Click the Save button.
Click the Yes button to save the sort. Click the No button to not save the sort.
When using the Choosing from the existing names option, the Confirm Saving box has a message asking if you want to replace the existing sort.
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Click on the Saved Sorts tab.
Choose a saved sort to view by selecting a row under the Sort. The search criteria are shown in the top portion of the tab under the words Sorting Fields. Tip: clicking on Sort Name will change the Saved Sorts to an alphabetical list. Click the Edit button.
The Editing Sort box will appear. Click on the Append or Insert buttons to add more sort criteria. Click on the Delete button to remove any sort criteria. If you have made any changes and want to save the new sort, click the Save or Save As button.
When the Save button is used, the Confirm Saving box will appear. Click the Yes button to save the sort. Click the No button to not save the sort.
Using the Save As button will bring up the Enter Sort Name For Saving box will appear. Adding a new name will save a new sort. Choosing from the existing names will save any changes to the original sort.
When using the Choosing from the existing names option, the Confirm Saving box has a message asking if you want to replace the existing sort.
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