Purpose: To help supervisors and executives track volumes, transactions and status across their organization.
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:
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:
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:
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
Ability to select a specific Request Category or All (default). Each Request Category selection will determine the 'Request Type' output within 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.