Walkthroughs
      Back to home
      1. Help Center
      2. Getting Started
      3. Walkthroughs

      Criteria Page Redesign

      We are excited to announce the launch of our newly redesigned Criteria Packages page. This update aims to standardize the brand design across all pages, while allow clients to easily find and sort their criterias.

      Key Changes

      1. Explanatory Hover on "Checks Included" Column

      2. Tooltips for Credits and Country Information

      3. Option to Duplicate Criteria

      4. Ability to Search for a Criteria

      5. Ability to Sort by 3 different methods

      Detailed Explanation

      1. Explanatory Hover on "Checks Included" Column

      To enhance user understanding and ease of use, we have implemented an explanatory hover feature on the "Checks Included" column. When clients hover over this column, a detailed description of each check included in the package will appear. This helps clients quickly understand what each package offers without needing to click on the criteria and check inside.

      How to Use:

      • Simply hover your mouse over the "Checks Included" column to view the descriptions of each check included in the package.

       image-20240519-220159

      2. Tooltips for Credits and Country Information

      We have added new columns for Credits and Country on the Criteria Packages page. Each of these columns comes with tooltips that provide additional information on what these columns represent.

      Credits Column:

      • Indicates the number of credits required for the criteria package.

      • Tooltip Explanation: Hover over the credits value to see an explanation of how credits are calculated and used.

      image-20240519-220400

      Country Column:

      • Indicates the country for which the criteria package is applicable.

      • Tooltip Explanation: Hover over the country name to get detailed information about the country-specific considerations and requirements for the package.

      image-20240519-220320

      3. Option to Duplicate Criteria

      To simplify the process of creating similar criteria packages, we have introduced the option to duplicate existing criteria. This feature is particularly useful when clients need to create new criteria packages that are almost identical to existing ones but with slight modifications.

      How to Use:

      • Click on the "Duplicate" button next to the criteria package you wish to copy.

      • Modify the necessary fields in the duplicated package.

      • Save the new criteria package with the updated information.

       image-20240519-220732

      4. Ability to Search for a Criteria

      We have added a search functionality to help clients quickly find specific criteria packages. This feature allows for efficient navigation and reduces the time spent scrolling through lists.

      How to Use:

      • Use the search bar located at the top of the Criteria Packages page.

      • Enter keywords or specific terms related to the criteria you are looking for.

      • The results will filter automatically to show only the criteria packages that match your search terms.

       image-20240519-221349

       

      5. Ability to Sort by Three Different Methods

      To further enhance the usability of the Criteria Packages page, we have introduced sorting functionality. Clients can now sort the criteria packages by three different methods: created date, modified date and criteria name (alphabetically).

       

       image-20240519-221441

       

      So please visit the Criteria Page to explore the new features and enhancements and share your thoughts and suggestions to help us further improve your experience.

      For any questions or assistance, please reach out to the client support team.