Versions:

Docupace version	Date	Change to the Widget
Spring 2020 Release, Connect 4.53	April 2020	The initial Executive Health Dashboard widget.

Audience: Supervisors and executives of companies that use the Docupace system to process daily work.

Purpose of the Widget: To help supervisors and executives track volumes, transactions and status across their organization.

The widget 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. 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 a widget to an interface and a menu.

Executive Health Dashboard Widget

All Work Items tab

Summary:

Columns:

Active Work Items tab

Summary:

Columns:

eSign tab

Summary:

Columns:

Request Category drop-down

Deployment