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Reviewer Dashboard

Resizing Reviewer Dashboard panels for more space

The Reviewer Dashboard is split between 3 panels:
  • 1st panel - Checklist items
  • 2nd panel - This panel could show details about a client's binder or a task that needs to be completed.
  • 3rd panel - Expands on the 2nd panel. When you select an item in the 2nd panel, it opens the details or sub-tasks in the third/last column.
For people with small monitor sizes or screen resolutions, it can be difficult to review everything on 1 screen. For some checklist items, you may need to scroll to review all the information. You can minimize scrolling by collapsing/resizing panels to gain more screen space.

Collapse/Expand Checklist

When you're working in the Reviewer Dashboard, you can collapse the
Checklist
 (first panel). This can be helpful if you are working on a smaller screen and don't have enough viewable area. Or, if you think you might be overloaded with too much information, you can expand and collapse the panel as you need when going through the client's Checklist items.
To collapse the
Checklist
 (first) panel, select
Expand/Collapse
 .

Resize Checklist Columns

In addition to collapsing/hiding the 1st column, you can also resize the 2nd and 3rd columns as needed. Select and drag
Panel Resize
 to resize the panels.
This will let you to allocate space for each panel as needed.

This article applies to:

  • Product: SurePrep
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