Dashboard App

Tip Seriously, consider the advantage of assigning the Dashboard (DBS) as the Default App when performing Assign Permission Role/s for the user.

To navigate from the default app to another app, the (application selector - located at top right of Acquittals Dashboard) would need to be clicked.

The dashboard provides a convenient one stop approach to list outstanding/pending work for a Funded Organisation user via three tabs.

Dashboard App main screen showing the tabs

This tab defaults to a list all Funded Organisation work itemClosed Work Item is known by many names ... report, acquittal, form, work order./s for the logged in user (see the filter). An item's Work Item Status/Action Required value is dependant upon the Work Item Type and the item's workflow stage.

Dashboard App - Work Item tab - with a clickable current status

Tip Consider filtering the work items listed to view work items for another user and/or focus on a particular work item type and/or a work item period.

  1. Click Filter.

    Dashboard App - Work Item tab - with aFilter fields showing

  2. Perform either or both steps:

    • Type some text in Search By field
      (This searches in Contract Number/Work Item Number/Work Item Type fields for typed text)

    • Select Department, Work Item Status, Work Item Typeor Assigned to dropdown lists.

The Work Item Status/Action Required value is often a clickable hyperlink when the current logged in user equals the Assigned To user.

The action of a clicked Work Item Status/Action Required hyperlink for a Funded Organisation user would depend upon workflow stage of the Work Item Type and if the user has the required role.

TABLE: Work Item Types and the process overviews
Work Item Types Process overview

Annual Financial Statement

Financial Statements (Acquittals)

Milestone

Milestone Reports

One Off

One-Off Reports

Performance Based Acquittal

Performance Based Acquittals (PBA)

Special Purpose Financial Acquittal

General or Special Purpose Financial Acquittals

This tab lists all Funded Organisation contract/s which have a pending action. Listed contracts will have a Current Status of Awaiting Funded Org Role Setup.

Dashboard App - Contract tab - with a clickable current status

Tip  

  1. Click Filter.

    Dashboard App - Contract tab - with aFilter fields showing

  2. Perform either or both steps:

    • Type some text in Search By field
      (This searches in Contract Number/Department/Service Outlet Name/Service Outlet Number fields for typed text)

    • Select Department, Service Outlet or Current Status dropdown lists.

The Current Status value is a clickable hyperlink when the current user has the required role (such as Supplier Administrator or is the assigned Service Outlet Manager for the contract) to perform the action.

The action of a clicked Current Status hyperlink for a Funded Organisation user allows the contract setup actions:

This tab will display work items based on the values in the dropdown lists: Transaction Type, User, Role, Document Code.

Dashboard App - Delegate tab - with the dropdown lists

For instructions to delegate (reassign) work items, refer to Delegate (reassign) work items.