Assign Favorites

People can set up their own favorite events but an administrator can also add favorite events for people through the administration interface.

There are two ways that administrators can manage favorites events via the administration interface:

1. Within the user’s account using the Accounts tool.
2. Using the Assign favorites tool.

The first option involves editing a user’s account which can only be done for an individual at a time, whereas the Assign favorites tool allows favorites to be managed for one or many users at once.

Managing favorites with the Accounts tool

When a user is selected within the Accounts tool, you can manage their favorite events and dashboards (including those they’ve set for themselves) from the Favorites tab.

Favorites are grouped by event forms and dashboards. To add a new favorite, select Add next to Event forms or Dashboards, then choose an option from the dropdown menu. You can type the name of the form or dashboard while the dropdown menu is open to find it in the list. 

Favorites can be reordered within their section by hovering over the form or dashboard name and then dragging and dropping it to a new position using the icon on the left. 

To remove a favorite event, hover over the object, then select the delete icon on the right.

Managing favorites with the Assign favorites tool

Within the Assign favorites tool, an administrator can perform the following tasks:

• Add favorites to a user’s account.
• Remove favorites from a user's account.
• Replace favorites for a user’s account. This will remove all previously selected favorites for an account (including any they set themselves) and apply the new favorites instead.

You can apply or remove multiple event forms and dashboards as favorites by searching for the form or dashboard name. You can also search for the category that the form or dashboard exists within.

Next, apply the favorites to one or multiple users. You can select a single user in the Accounts tab or you can apply the favorites to all users in a selected group(s) or role(s).

In the example below, two favorite events have been selected to be assigned to users with the Medical role. These event forms would be frequently used by practitioners when examining athletes so having these forms as favorite events makes them more accessible.

Adding favorites using the Assign favorites tool

To add favorites using the Assign favorites tool, follow the steps below.

1. From the administration interface, select the Assign favorites tool.‌
2. Choose Add from the dropdown menu.
3. To add favorite events, open the Event forms tab, select Add event form and choose the favorite event. Repeat as required. 
4. To add favorite dashboards, open the Dashboards tab, select Add dashboard and choose the favorite dashboards. Repeat as required.
5. Select roles, groups and/or user accounts to add the selected favorites to.
6. Select Apply changes.

Administrators can see these updates within the user’s account in the Accounts tool. Impacted users will be able to see those favorites (assuming role requirements are met) the next time they log into Teamworks AMS.

Removing favorites using the Assign favorites tool

It may be beneficial to remove favorites from users’ accounts if they still require access to the form or dashboard through their role but it shouldn’t be promoted on their homepage. For example, a screening form may have been assigned as a favorite event at the start of the season to help athletes find and fill it out, but it may not need to be filled out again until next year. An administrator can remove the screening form as a favorite event so that it isn’t featured as prominently to the athletes, but they can still access the form and their records through other methods.

To remove favorites using the Assign favorites tool, follow the steps below.

1. From the administration interface, select the Assign favorites tool.‌
2. Choose Remove from the dropdown menu.
3. To remove favorite events, open the Event forms tab, select Add event form and choose the favorite event. Repeat as required. 
4. To remove favorite dashboards, open the Dashboards tab, select Add dashboard and choose the favorite dashboards. Repeat as required.
5. Select roles, groups and/or user accounts to remove the selected favorites from.
6. Select Apply changes.

Administrators can see these updates within the user’s account in the Accounts tool. The next time the impacted users log into AMS, they will no longer see those forms and/or dashboards in their list of favorites. 

Replacing favorites using the Assign favorites tool

The Add and Remove options for assigning favorites is specific to the selected forms and dashboards and doesn’t impact any other favorites that a user has, including those they’ve added themselves. In some cases, an administrator may want to clear all previous favorites from users’ accounts and replace them with new favorites. This can be done with the Replace option.  

To replace favorites using the Assign favorites tool, follow the steps below.

1. From the administration interface, select the Assign favorites tool.‌
2. Choose Replace from the dropdown menu.
3. To add favorite events, open the Event forms tab, select Add event form and choose the favorite event. Repeat as required. 
4. To add favorite dashboards, open the Dashboards tab, select Add dashboard and choose the favorite dashboards. Repeat as required.
5. Select roles, groups and/or user accounts to add selected favorites to.
6. Select Apply changes.

Administrators can see these updates within the user’s account in the Accounts tool. The next time the impacted users log into AMS, they will see the updated list of favorites. 

Role requirements for favorites

In order for users to interact with favorites, their role must satisfy a couple of requirements:

• Users require a minimum of Write access to any favorite event forms.
• Users require the appropriate data permissions for any favorite dashboards.
• Users require the Athlete history system permission within their role to access the favorites buttons on the web version of AMS.
• Users require the Favorite events and/or Favorite dashboards buttons on their page layout to access the favorites from the homepage on the web version of AMS.

Enterprise configurations

If your AMS site is part of an enterprise configuration, be aware that linked event forms set as favorites for a user on one site will also be available to them as favorites on any other sites they have access to. For any users who have access to multiple sites on the enterprise server, avoid setting favorites that are not linked between sites. It is not possible to have different sets of favorites for each site.