1. Open Assessments/ Fluid Balance from the left hand menu.
  2. Select any Navigator Band e.g. Adult Quick View.
  3. Select any section e.g. Vital Signs.
  4. Click on the small Customise View icon to the top left of the assessment data entry window.

OR

  1. Click on the Options drop-down menu at the top of the screen and select Customise View.
  2. In the pop-up window that opens, select the Preferences tab.
  3. Ensure the Encounter Filter tick box in the “All My Views” column is un-ticked.
  4. Click OK.
  5. Right click the time period above the assessment data entry window (by default this is set to 24 Hours).
  6. Select Other.
  7. Click the Clinical Range option.
  8. Change the From and To dates to match the date range that you wish to view.
  9. Click OK.

    Navigating away from the patient record i.e. by closing the record or opening a different patient record will re-set the date range to the default (Last 24 Hours).


    To return the Assessments/ Fluid Balance screen to its default state repeat steps 1 to 6 but tick the Encounter Filter tick box in the All My Views column.


Updated: 9 February 2026