How to avail Dashboard

Document ‘Dashboard’ comprises 3 main partitions demonstrating; dashboard graph, dashboard info & dashboard recap.

 

Dashboard Graph – ‘Documents will expire within current year’

This partition demonstrates a graph; which displays employees’ documents that will be expired as per the period specified by the user; particularly the current year.

o   X-axis Relevance: signifies the required period, in terms of duration & its demonstration.

o   Y-axis Relevance: indicates displayed ‘Document Name’ code.

o   Graph Bar Tooltip: refers to the document name & the issue & expiration dates for this document; as per the specified period duration.

o   Graph Bar Report: preview or print a report which displays full details for the employee document card; in terms of employee data, document details & important statistics.

 

Dashboard Info – ‘Required Documents’

This partition lists records for the non-received employee documents, yet they were required by the organization.

 

Dashboard Recap – ‘Statistics’

This partition lists the statistics of the total number for an employee’s recorded documents, as per the document various statuses which are; ‘Not Received’, ‘Received’, ‘Withdrawal’, ‘Damaged’, ‘Missed’ & ‘Received A Copy’.

 

Manipulating “Document” Records Grid

o   To Change a record, press the relevant icon  per record to edit document record details that were saved at a prior instance. Note that, the following links will be provided per event record at the edit mode:

§  Update: Press this link to add any updates taking place on the employee document record.

§  Cancel: Press this link to discard any changes at the employee document record.

§  Doc-Scan: Press this link to append any scanned images &/or received documents to this main document record.

§  Archiving System Scan: This link provides the capability of integration with the operating Archiving system within the organization.

o   To Delete a record, press the provided icon , then click ‘Ok’ at the verification form, in case of omitting an incorrect record.

o   To check Details report per record, use this icon  to check full details for the relevant report per record.

o   To append any attachment relevant to this record, utilize the Attach icon

o   Use the Browse link to verify & preview any appended document/s at a certain record. Note that, this link will be dimmed; in case there is no document attached to this record.

o   Note that, any required document record will have a yellow background color at the grid, while any not required document record will be displayed with a light blue background color.