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