Exercise 1 - Create a View in My Pending Reviews JD
Task: Organize the My Pending Reviews grid and save the view.
Scenario: You would like to expedite your review process by evaluating the applications with the strongest credentials first. Organize a grid and save a view for future reviews.
If you’d like to try the exercise on your own without detailed instructions, feel free to do so. If not, detailed instructions follow.
Guided Practice
This training exercise has four parts. The first part walks you through how to organize a grid. The second part walks you through how to save a view and set it as a default view. The third part walks you through how to access the view. The fourth part walks you through how to edit a view.
Part 1: Organize the grid
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Click REVIEWS. Note if you have a Reviewer only role, you will only have access to the REVIEWS tab and so you will not need to click REVIEWS.
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Select or ensure you’re on the My Pending Reviews tab.
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Organize the grid.
a. High LSAT Score column: Show and move to the right of the Review Notes column.
b. Cumulative GPA column: Show and move to the right of the High LSAT Score column.
c. Sort in descending order: High LSAT Score column first and then Cumulative GPA column second.
d. Remove the sort order from the Last Name, First column.
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The High LSAT column header should show a downward arrow and the number 1. The Cumulative GPA column header should show 2.
Part 2: Save a View
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Click My Views.
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Click Create New View.
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Enter View Name: LSAT/GPA.
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Click the check box Set as Default View.
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Click Save.
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Click Close.
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Click My Completed Reviews. Note this is simply to click off My Pending Reviews tab.
Part 3: Open the View
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Click the My Pending Reviews tab.
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Notice the LSAT/GPA view loads instantly on your page. That is because it is a default view.
Part 4: Edit a View to remove the default
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Click LSAT/GPA view.
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Click Update Current View.
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Deselect the Set as Default View check box.
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Click Save.
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Click Close.