Note: This article is only applicable to Compliance users.
As a Compliance user, you can enhance your workflow by personalizing your dashboard on the "All Submissions" page. This customization allows you to tailor your view by adjusting filters, column arrangements, and view types to suit your specific needs. Follow this guide to learn how to save your personalized settings.
Customize Your Page View
On the "All Submissions" page of the Compliance Admin dashboard, you have the flexibility to:
- Select your preferred "View As" setting:
- View As: Submission Type
- View As: Cases
- Adjust filters and rearrange columns to focus on submissions or cases based on their type.
Save Your Customized Settings
Once you've configured your desired view, you can save these settings by following these steps:
- Click the Save 💾 icon dropdown menu.
- Select "Save Filter & Column Settings" to store your current filters and column arrangements as the default view for future access on the same device.
Important Note: You can save preferences for either "View As: Submission Type" or "View As: Cases," but not both at the same time. Saving preferences for one option will overwrite any previously saved settings for the other, ensuring a consistent default view.
Revert to Default Settings
To return to the original page settings:
- Click the Save 💾 icon dropdown menu.
- Select "Revert to Default Settings" to restore the page to its original configuration, removing any customizations.
Note: Saved preferences are specific to the device used at the time of saving. To maintain consistent settings across multiple devices, you'll need to manually adjust and save preferences on each device.