Home dashboard

In this page, each user can decide which components will be shown. If no components have been selected, the default set of components will be shown.

• Press the Configure dashboard button to select the components that should appear on the page. Changes made by the user are saved automatically.
• Click the Register new message button to open the list with the available message forms. This is the same list that you get from the Inbox page.

Components

5 rows are shown by default in each table component. For a component to be shown, a user must have access to the relevant module.

• Action process so far this year.
  • Clickable pie chart showing the actions that have changed status this calendar year, regardless of when the actions were first registered.
• Action process the last 30 days.
  • Clickable pie chart showing the actions that have changed status in the last 30 days, regardless of when the actions were first registered.
• Case search.
  • Search for messages, actions or documents.
  • Search for messages or actions can be done by ID or free text in the content.
  • Search for documents can be done by free text in the content.
• Current activities.
  • Shows the activities that are active now or will start soon.
  • Corresponds to the Current activities under Activity plan / Follow up.
• Defining categories used in log messages the last 12 months.
• Defining categories used in order messages the last 12 months.
• Defining categories used the last 12 months.
  • Shows the defining categories used in messages registered in the last 12 months.
  • Shows as a clickable line graph.
  • For companies with many defining categories, this can appear a bit messy.
• Hearings I have been involved in
• Latest changed documents.
  • Only changes in published documents with visibility under Info are shown here.
  • Ordered by Latest edit time, descending.
• Latest logins in the system.
  • This component is only available for users with access to the tab Graphs.
  • Ordered by login time, descending.
• Log message forms used the last 12 months.
• Message forms used the last 12 months.
  • Shows the message forms that have been used to register messages in the last 12 months.
  • Shows as a clickable line graph.
  • For companies with many message forms, this can appear a bit messy.
• My activities.
  • Shows activities that the logged in user has to participate in.
  • Activities are shown until their due date has passed, so that it is easy to edit already answered ones.
  • Corresponds to the list of activities shown in the simplified user interface.
• My latest tasks.
  • Messages to process, actions, hearings and audits that are to be done.
  • Ordered by registration date, descending.
• My tasks ordered by due date.
  • Messages to process, actions, hearings and audits that are to be done.
  • Ordered by due date, descending.
• Order message forms used the last 12 months.
• Status of actions registered so far this year.
  • Clickable pie chart that shows actions registered so far this year.
• Status of actions registered the last 30 days.
  • Clickable pie chart that shows recently registered actions.
• Status of messages registered so far this year.
  • Clickable pie chart that shows messages registered so far this year.
• Status of messages registered the last 30 days.
  • Clickable pie chart that shows recently registered messages.
• Status of orders registered so far this year.
• Status of orders registered the last 30 days.
• Status of work orders registered so far this year.
• Status of work orders registered the last 30 days.
• The latest log messages registered by me.
• The latest messages registered by me.
  • Messages registered by the logged in user.
  • Ordered by registration date, starting with the newest.
• The latest order messages registered by me.
• Work order process so far this year.
• Work order process the last 30 days.

Component control icons

• Minimise component.
• Only shown after the component has been minimised. Restores it to normal size.
• Removes the component from the Dashboard. Use Configure dashboard to get it back.
• Opens the component settings.
  • Placement. Place the component in the Dashboard.
  • For table components, set maximum number of rows that are shown in the component.