Dashboard

Create a Dashboard

Navigate to Dashboard

Use the Caret to open and close the left navigation menu

Open dashboard dropdown list

Select New Dashboard

Fill in the required information

Select Save to complete or Cancel to exit without saving changes.

Select Add Chart

Select the desired chart

Fill the required information

Select Save to complete the chart or Cancel to exit without saving.

Select a chart to interact with its functions using the following icons.

Select the Refresh icon to update the dashboard with the latest data.

Use the Filter icon to filter chart data by category. Select a category to apply or remove it.

Select the dotted icon to view additional functions.

A centralized location to assign, track status, and monitor progress of tasks.

Create and assign new tasks for tracking and completion.

Select Add Task

Fill in the required information

Select Save to complete or Cancel to exit without saving changes.

Select the Refresh icon to update the task list.

Select the Filter icon to filter results by assignee and status.

Select the Column icon to toggle view of desired columns in task list. Select Show All to select all columns at once.

View system-generated alerts and notifications related to module activities, requests, approvals, and pending actions.

Alerts can be accessed from the dashboard Alerts section or the Notifications icon in the application header.

Smart Summary prioritizes the most important notifications based on their relevance and urgency, helping surface items that may require action.