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Executive Health Dashboard App

Introduction: This guide describes how to use the Executive Health Dashboard app in to review the work done across the entire organization.

Table of Contents

Change Log:

Date

Change to the app

Date

Change to the app

April 2020

The initial Executive Health Dashboard app.

Audience: Docupace Administrators (typically BD Admin user role) of companies that use the Docupace system.

Purpose of the app: To help Docupace Administrators track volumes, transactions and status across the entire organization.

The app has three tabs, that display different views of the company activities for the last 30 days. You can also use a drop-down to filter items by Request Category.

All Work Items tab

Summary:

Provides a view of all work items regardless of work item status, from the past 30 calendar days, worked on by any users within the firm. Request Types can be filtered:

Executive Health Dashboard - All Work Items tab

Columns:

All

The number of Work Items received within the last 30 calendar days

Complete

The number of Work Items that have been sent to a Work Item status of 'Complete' within the last 30 calendar days

Complete %

Percentage of all Work Items that retain a status of 'Complete' within the last 30 calendar days

NIGO

The number of Work Items that have been sent to a Work Item status of 'NIGO' within the last 30 calendar days

NIGO %

Percentage of all Work Items that retain a status of 'NIGO' within the last 30 calendar days

Rejected

The number of Work Items that have been sent to a Work Item status of 'Reject' within the last 30 calendar days

Rejected %

Percentage of all Work Items that retain a status of 'Reject' within the last 30 calendar days

Active/Active %

Work Items that are currently in a workflow and retain an active status within the last 30 calendar days

Active Work Items tab

Summary:

Provides a view of any active work items that are currently present in a workflow, from the last 30 calendar days:

Executive Health Dashboard - Active Work Items tab

Columns:

All

The number of Work Items received within the last 30 calendar days

NIGO

The number of Active Work Items that have been sent to a Work Item status of 'NIGO' within the last 30 calendar days

NIGO %

Percentage of all Active Work Items that have been sent to a Work Item status of 'NIGO' within the last 30 calendar days

Unassigned

The number of Active Work Items that are currently not assigned to any user

Unassigned %

Percentage of all Active Work Items that are currently Unassigned

Assigned

The number of Active Work Items that are currently Assigned to a user

Assigned %

Percentage of all Active Work Items that are currently Assigned

eSign tab

Summary:

Provides a count of all work items within the past 30 calendar days that were submitted to eSign:

Executive Health Dashboard - eSign tab

Columns:

All

The number of Work Items received within the last 30 calendar days

eSigned

The number of Work Items received within the last 30 calendar days, submitted to eSign

eSigned %

Percentage of all Work Items received within the last 30 calendar days, submitted to eSign

Request Category drop-down

Select a specific Request Category or All (default) to filter the “Request Types” displayed on the Dashboard.

Deployment

Please reach out to your support contact to deploy the new interface or refer to the Developer Guides for instructions on how to add an app to an interface and a menu.