Most dashboard widgets utilize User Reports to supply the data that drives the widget visualization and results. Administrators will be able to alter the filters and data on the widget reports to better fit and organization's needs. Each widget can also be optionally configured to use user rights when displaying these results. Widgets that are shipped with the Equus Platform, by default, do not use user rights when displaying results. Due to this configuration, the results and row counts that appear on the User Report that backs a widget may differ from the counts displayed on the widget itself. In most cases the User Report, which is using user rights security, will be less as it excludes those records that the user does not have access to. On the other hand, the dashboard widget will show counts that reflect the whole system, without filtering results per the user’s security access configuration.
Welcome
This widget will display the User’s Name, along with the last successful login date, prior to the current login.
Note: if the User’s password ixs expiring in the near future, that message will also display, along with a hyperlink to the Change Password screen. Conversely, if the password is not expiring in the near term, no notice of the password expiring will appear.
Task and Notifications
quick workflow notifications
assignment/company reminders, and/or
checklist tasks for a Resource.
If the current user is designated as a Resource in the system, his or her items are displayed by default upon logging into the system.
The widget has the following functions:
Total Count: Each section will display the total count of items assigned to the Resource. It also display the items that are overdue in red.
or
: This is used to collapse and expand the section respectively. The sections are collapsed by default and sections with no information will be hidden.
: This will show the settings for each section and will be different for each section
Notification
Notifications from Quick Workflows banner alerts are shown in this section.
You can see the notification details, a link (if any) to the related screen for the notification and the due date. You can remove the notification by clicking
. The
will show the display setting should you want to keep the section expanded
Reminders
Reminders from Assignments or Company Tasks set for the selected Resource will display within the Reminders section.
The user can view the configured Reminder together with the description. You can navigate to the Reminder, the Employee, or the Relocation/Assignment record. You can modify the Due Date as necessary. If the Company name is displayed, users will be able to click that link to go to the Company detail screen. Additional functions can be done on this section:
: User can tick this box to complete the reminder
or
: Users can collapse and expand respectively the included description
: This will show the following setting for the reminder section. Click
for the changes to reflect
Sort by: By default the list is sorted by Due Date, users are able to change the default within the section’s User Preferences by clicking
within the section. You can also choose if you want ascending or descending order. Options available for Reminder includes:
Due Date
Date Completed
Employee
Status
Reminder Name
Due within: Number of days in the future (all overdue items will always display).
Display: The number of reminders to display. By default, it is 50
Tick box to Keep Section Expanded
Tick box to display
Completed Reminders
Company Name
Tasks
Checklist Items assigned to the selected Resource will be available within the Tasks section.
Users can action the checklist item from the widget – manually mark it Complete, go to the associated page to complete the task, add or modify the Due Date, Start a task, Unstart the task, mark as not applicable, see the Description for the checklist item, or go to the Checklist Item, the Checklist, the Employee, or the Relocation/Assignment record. If the Company Name is displayed, users will be able to click that link to go to the Company detail screen as well.
Additional functions can be done on this section:
: User can tick this box to complete the task. This will only appear for task that requires manual completion. To complete an automatic task, users have to take action in the system.
or
: Users can collapse and expand respectively the included description
: You can unstart the task, mark as not applicable, check task details or view checklist
: This will show the following setting for the task section. Click
for the changes to reflect
Sort by: By default the list is sorted by Due Date, users are able to change the default within the section’s User Preferences by clicking
within the section. You can also choose if you want ascending or descending order. Options available for Tasks includes:
Due Date
Date Started
Date Completed
Employee
Status
Task Name
Due within: Number of days in the future (all overdue items will always display).
Display: The number of reminders to display. By default, it is 50.
Tick box to display:
Include Task with no Due Date
Started Tasks
Unstarted Tasks
Completed Tasks
Company Name
Tick box to Keep Section Expanded
Available within an Assignment/Relocation
If this widget is applied to any assignment/relocation subpage it will display all active tasks for that assignment. Users can action the checklist item from the widget as described above. Internal Resource can see all task of tasks assigned to the resource only
By default, all checklist items are displayed according to Due Date, with the most overdue items at the top. Preference can be adjusted using the
. Click
for the changes to reflect