This Dashboard displays all of the options available to you based on your profile. Custom links can be made available as extra options on the Dashboard.
The Dashboard displays the date of your last visit along with your first and last names. The date and time are displayed according to your current time zone.
The user settings panel is accessed by clicking the user icon in the top left corner of the Dashboard. This panel lets you set your language and time zone and change your password.
By selecting a process name from the drop-down list at the top left of the banner, the Dashboard will display the information for this process only.
If the Quick view feature has been enabled in the Administration Module, clicking the request icon to the left of the process name opens a pop-up window that displays the process form, including any predetermined process data.
If you've added processes and/or views to your favorites list, the My favorites section will appear as the top section of your Dashboard, with a list from which you can launch these processes or open these views.
To add or remove a process or view to your favorites list, hover the mouse over the name of the process or view in the New request or My views list and click the star outline on the right-hand side. (You can also remove favorites directly in the My favorites list).
Only Active status processes can be added to favorites.
If a process has been archived or deleted, or if you've been removed from the process participants, you'll no longer be able to launch that process. (The process will still appear in the favorites list until the home page is reloaded.)
You can add views shared by other users to your favorites, but if a view is unshared, you'll no longer be able to open it. (The view will still appear in the favorites list until the Dashboard is reloaded.)
Click New request to display the list of requests that you can launch. New requests can be grouped by category.
To add or remove a process to your favorites list, click the star outline. Only Active status processes can be added to favorites.
Alternately, the system configuration within the Administration Module allows for the display of process and action descriptions instead of code names.
Columns | Remarks |
Name | Clicking the process icon will launch a new request. If the Quick view functionality has been activated in the Administration Module, the process request form will displayed in a pop-up window. Process name: A link allows a new request to be launched. |
Description | Process description (instead of code name) |
Help | Process help; a link displays the help form about the process and the procss workflow diagram |
Click My views to display your customized saved views.
To add or remove a view to your favorites list, click the star outline.
You can display your saved views as floating dashboard panels on your home page. For instructions on how to do this, see the Dashboard pop-up panels section below.
This is the list of current requests of which you are the requester.
Columns | Remarks |
Request # | Request icon and request ID: |
Process | Process name |
Launched | Request launch date and time |
Time limit | Request deadline; if blank, the request has no deadline |
This is the list of actions for you to do.
Columns | Remarks |
Request # | If the Quick view functionality has been activated in the Administration Module, clicking the request icon will open a pop-up window containing the predefined process data (e.g. |
Process | Process name |
Action | Action icon and action name
|
Created | Action creation date and time |
Time limit | Action deadline; if blank, the action has no deadline |
This is the list of team actions to do. Since they're in self-service mode, these actions aren't assigned to a single person, so they can be handled by any user associated with the action participant.
Columns | Remarks |
Request # | If the Quick view functionality has been activated in the Administration Module, clicking the request icon will open a pop-up window containing the predefined process data (e.g. |
Process | Process name |
Action | Action icon and action name
|
Created | Action creation date and time |
Time limit | Action deadline; if blank, the action has no deadline |
This is the list of actions for the user to assign. This may apply under the following assignment methods:
A participant with a coordinator
A manual assignment by the action initiator
A person (who's not a coordinator) who handles a previous action
Columns | Remarks |
Request # | If the Quick view functionality has been activated in the Administration Module, clicking the request icon will open a pop-up window containing the predefined process data (e.g. |
Process | Process name |
Action | Action icon and action name
|
Created | Action creation date and time |
Time limit | Action deadline; if blank, the action has no deadline |
This opens the Search screen. For information on how to use it, see the Search section.
You can access this list of current and overdue requests in progress if you're a process manager or a process supervisor (according to the processes you manage).
If you're an administrator, you can access the list of current requests or overdue requests for all processes. You can save the current view of the list of requests.
You can access this list of current or overdue actions if you're a process manager or a process supervisor (according to the processes you manage). If you're an administrator, you can access the list of current or overdue actions for all of the processes. You can save the current view of the list of actions.
You can launch an action’s form directly from a pop-up panel. Completing actions this way will refresh the view displayed in the pop-up panel instead of redirecting you to the page configured to display when completing an action (such as the follow-up form or the homepage).
Pop-up panels are also useful with the Quick approval feature as shown in the screenshot below, since this gives you immediate access to your list of validation actions, letting you handle them directly in the dashboard panel using the buttons (see Quick approval for more information).
If you navigate away from the view displayed in the pop-up panel, such as when opening a request or action follow-up form, and then click the refresh icon, the panel will return to the view and refresh it. If this happens, you'll lose any information entered into the form but not submitted. As well, if you refresh while performing Quick approval validations, any selected buttons will be reset. Refresh is disabled during drilldown of custom charts in Dashboard panels.
Auto refresh will be automatically disabled in the following cases:
When performing Quick approval validations, because refreshing would reset any selected buttons.
When navigating away from the view displayed in the panel, such as when opening a request or action follow-up form.
During drilldown of custom charts in dashboard panels.
You can fill in and submit information, print the form by clicking the printer icon, navigate to the previous or next request’s Quick view (if applicable) by using the arrows, close the Quick view by clicking the icon, and depending on the status of the process and user security settings, delete or cancel the request.
Process icon and process name (or, alternately, process description): identifies processes with In test status identifies processes with Active status
identifies processes with In test status
identifies processes with Active status
If the Quick view functionality has been activated in the Administration Module, clicking the Request icon will open a pop-up window containing the predefined process data (e.g. FORM_ARCHIVE).
Request ID: A link displays the request follow-up form.
Request icon and request ID: identifies processes with In test status identifies processes with Active status
Request icon and request ID: identifies processes with In test status identifies processes with Active status
Request icon and request ID: identifies processes with In test status identifies processes with Active status
You can add your saved views to your Dashboard as customizable floating pop-up panels you can arrange according to your needs. These will remain on your Dashboard, refreshing automatically each time you return to it, though you can refresh panels manually by clicking in the top right.
To open a pop-up panel, click to the left of the name of a saved view (see Save as view). You can then place it on your home page and resize it as needed.
While the views in pop-up panels will always refresh when you return to your Dashboard, you can manually refresh the pop-up panels by clicking in the top right.
If your WorkflowGen Administrator has enabled the auto refresh feature, the icon will appear, and the panels will refresh according to the preset interval. You can disable and re-enable auto refresh by clicking the icon.
