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Configuring the Application Summary View

Overview

When viewing an application, there are two sections that display key information: the application Summary (1) and Sidebar (2). Both of these sections are customizable, allowing you to choose which data you want to display. Customizing these sections helps ensure program users can quickly view essential data. 

ResidencyCAS Program Portal – Application Summary and Sidebar.png

    Customizing Fields

    1. From the Settings menu, open the Application Review section, then select Application Summary View. Here you can review which fields are currently placed in the Summary or Sidebar. Click the edit pencil to make changes.

      ResidencyCAS Program Portal Application Summary View.png
       
    2. Locate the fields you'd like to include in either section by searching for them on the left under Available Fields. Click and drag to place them where you'd like them to appear. You can also remove and reorder fields, as needed. Once you're done, click Save Changes

      ResidencyCAS Program Portal App View 1.png

    Adding eSLOE Data to Application Summary

    Some Emergency Medicine programs may want to add applicants' eSLOE data to the Application Summary.

    ResidencyCAS Interview Portal - App Summary with Added eSLOE.png

    To achieve this, follow the steps below:

    1. After clicking the pencil icon to edit the Application View, add a half-width column and title it eSLOE.

      ResidencyCAS Program Portal - Adding eSLOE column.png
    2. Add a Custom field under the eSLOE column.
    3. Label this field eSLOE and click the checkbox next to Hide Label in Application View
    4. Enter the JavaScript provided below.
      {
        let refs = references?.emEvaluationESloe?.references;
        if(refs.length == 0) return "";
        var table = [];
        for(var ref of refs) {
          let inst = ref.form.evaluator_institution;
          let start = ref.form.rotation_start_date;
          let end = ref.form.rotation_end_date;
          let grade = ref.form.grade_received;
          let guidance = ref.form.guidance;
          let rank = ref.form.how_high;
          table.push( {
            'Institution': inst,
            'Start': start,
            'End': end,
            'Grade': grade,
            'Guidance Required': guidance,
            'Estimated Rank': rank,
          });
        }
        return table;
      }

    5. Click Update and then Save Changes.

    See the steps in motion:

    ResidencyCAS Program Portal - App Summary Adding eSLOE.gif

     

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