Exercise 1 - Create a View in My Pending Reviews LLM

• PDF Version

Task: Organize the My Pending Reviews grid and save the view.

Scenario: You would like to expedite your review process by evaluating the applications in the order in which they were assigned. 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

1. 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.

2. Select or ensure you’re on the My Pending Reviews tab.

3. Organize the grid.

   a. Date Assigned column: Show and move to the right of the Last Name, First column.

   b. Sort the Date Assigned column in descending order.

   c. Remove the sort order from the Last Name, First column.

4. The Date Assigned column header should show .

Part 2: Save a View

1. Click My Views.

2. Click Create New View.

3. Enter View Name: Assigned by Date.

4. Click the check box Set as Default View.

5. Click Save.

6. Click Close.

7. Click HOME.

Part 3: Open the View

1. Click REVIEWS.

2. Click the My Pending Reviews tab.

3. Notice the Assigned by Date view loads instantly on your page. That is because it is a default view.

Part 4: Edit a View to remove the default

1. Click Assign by Date view.

2. Click Update Current View.

3. Deselect the Set as Default View check box.

4. Click Save.

5. Click Close.