* Functionality subject to a separate order
A dashboard view can be generated on the dashboard that consists of various kinds of widgets (quick-access views). The widgets create a dynamic view that allows you to easily monitor the lifecycle of contracts. The supervisor’s or responsible person’s role allows you to see the status of the entire unit or even the entire organisation (depending on your user rights level). The views can be assigned to an individual user by assigning the respective dashboard role to the user. Instructions for assigning a role to a user account can be found from the ‘User Management’ article under section ‘User roles’.
Switching to the supervisor’s or responsible person’s view
The bar displayed in left-hand side of the dashboard allows you to switch to the supervisor’s or responsible person’s widget view.
The responsible person's dashboard view contains the following widgets:
-
Contract statuses
-
Diagram that shows the contracts of the organisation broken down by status. When you hover the mouse over the graph, the number of contracts with that status is shown. You may also view the details of a single unit in this view by selecting the desired unit under the pen symbol in the top-right corner.
-
-
Recent contracts
-
Listing of new contracts added to the system to which the user has read access. Click on a line to view details of the contract. Click the button at the end of the line to jump to Contract Management to view the contract and its information.
-
-
Active claim proposals
-
The listing shows all the open claim proposals the user is entitled to see. Click on a line to view details of the claim proposal. Click the button at the end of the line to jump to Contract Management to view/edit the claim.
-
-
Open task lists
-
The listing shows all the open task lists the user is entitled to see. Click on a line to view details of the task lists. Click the button at the end of the line to jump to Contract Management to view/edit the task lists.
-
-
My reminders
-
The user will see the reminders addressed to him or her as a listing. Click on a line to view details of the reminder. Click the button at the end of the line to jump to Contract Management to view/edit the reminder.
-
-
Notifications
-
Listing of the notifications addressed to the user. Click on a line to view details of the notification. Click the button at the end of the line to open the full text of the notification.
-
The supervisor’s dashboard view also contains the following two widgets:
-
Estimated values / unit
-
A diagram that allows you to view the estimated value of the contracts of the organisation broken down by units. The estimated values can be viewed by contract or contract folder. You may filter the diagram to show five/ten units with the largest number of contracts, or the breakdown of the estimated values of the contracts/contract folders of the desired units.
-
-
Persons in charge of contracts
-
A diagram that allows you to view the breakdown of the contracts of the organisation between persons in charge of contracts. You may filter the diagram to show five/ten persons in charge of contracts with the largest number of contracts assigned to them in the system, or the breakdown of the contracts of specific unit(s) between the persons in charge.
-