DYNAMIC SUMMARY SCREENS - Introduction

There is a new update that’s focused on making things easier for you! You’ll be able to more quickly see which activities you’ve already captured, and more easily review things for completeness, so you can be confident that what's in the system is accurately and comprehensively reflects your accomplishments. We know you are busy, so the goal here is to save you time by making data management easier.

When you log into the system next and go to any of your activity screens, you’ll see some new options that give you more control over the view:

• A new spreadsheet-style layout makes it easier and faster to review your records to see what’s there, avoid redundant work, and verify the completeness of your information.
• Sorting, filtering and search options help you pinpoint specific records that need additional information, so you can close gaps more quickly.
• The ability to change which columns display, and save those preferences from session to session, gives you the power to focus on the elements that matter most for what you’re doing at that moment.

This quick video Links to an external site. gives a sense of how easy these tools are to use.