Tip #62 - Additional Tips on Settings to Make SmartAdvocate Run Faster and More Efficient

The faster our computers operate the more speed we demand. That is also true for the Case Management Systems we use. The demands of your daily activities as you work your cases dictate that you access numerous cases and pages throughout the day. Simply put – you want more speed. The more information required to be rendered on a screen, the more time the screen will take to load. Let’s look at some configurations and setting that may increase the speed with which certain pages load and display in SmartAdvocate. 

Default Paging Size for Large Grids

The first setting we will look at is on your User Preferences. Click on your name in the top right corner of your screen (where it says ‘Welcome [name]’) to display a drop down then select User Preferences.

Click the drop down for ‘Default paging size for large grids’ in the bottom left corner of the User Preference dialog box and select the setting to indicate the number of documents you want displayed automatically when you navigate to the Documents or Notes Page (e.g., 20). Save your choices. This setting will force the system to display the smaller number of Documents or Notes per page. Please note that even if the smaller number of documents, etc., are displayed per page, you can still use the filters available (e.g., Document Category or Sub-Category) to show any documents regardless of whether the specific document is shown on the list.
 
Remove unnecessary columns from the grid(s) displayed on certain pages
Many pages in SmartAdvocate display information in a grid. Many of those pages have a ‘Show/Hide Column’ feature which allows the user to select which columns she/he wants displayed on that screen. The Documents and Notes pages specifically will load much faster if certain ‘graphics’ columns are removed. 

Sample Documents Page

User the Show/Hide Columns feature to remove columns you don’t normally use. To remove (or add) a column, click the ‘Show/Hide Column’ button shown in the bottom right corner of the screen. The ‘Column Chooser’ dialog box will now be displayed. Click and hold down on the column heading for the column you want to remove and drag it into the list in the ‘Column Chooser’ box. (Do the reverse if you want to add a column, i.e., drag an item from the Column Chooser box up to the column heading on the grid and place it between two of the existing columns). For the Documents Page we suggest you remove the ‘Icons’ column (this shows a graphic for the document type, e.g., PDF, Word, etc.), the ‘Priority’ column (e.g., exclamation mark as shown in the screen shot above) and the ‘Action’ icon (use the ‘right click’ functionality instead of the ‘Action’ icon). You may also consider removingOrigin,Direction,ReviewandDelivery Method, unless you use these routinely. If you need to quickly recognize a document type, we suggest you use the ‘Document Type’ column instead of the ‘Icon’ column because the ‘Document Type’ column uses text instead of graphic and will load more quickly.

Documents Page with the Column Chooser dialog box displayed

Documents Page shown above with selected columns removed