In the Dashboard you will see all the items in which you have a role.
The number of tables showing on the Dashboard will depend on the Modules that have been activated for you.
The table for each Module will be shown in the same order as in the side menu.
Navigating the Dashboard:
- Go to the Dashboard.
- You will see an Exclamation mark to the left of all the items where Action is required by you.
- If you only wish to See only those items in which Action is required by you then turn on the switch.
- The navigation icons in the top right hand corner will take you directly to the corresponding tables on the Dashboard.
- Choose which columns you want shown in each table.
- Search to find the item you need.
- In the Next Action by column you will see your name in case the next Action is to be carried out by you and a group icon in case the next Action in that item can be carried out by any of the Users that have a Role in the item.