Lab Exercise: Additional Information - Dashboard Activities
Refer to: Additional Information
Creating Dashboard Activities Video
You may have noticed two areas on the Main Dashboard window in addition to Quick Links: Activities and Views. Not all of the items or their full capabilities are within the scope of the system introduction, but this lab provides a general overview.
The Activities area included the following menu items: Creating a Dashboard Activity Video
NOTICE - List of items that have an anomaly that may require attention, such as a posting error. A notice will also occur here if there are request updates routed to you.
REQUEST - This function is used to review and generate request items that can then be sent to other users or contacts for attention, for instance to log and track tasks within a team. Specific use will depend on your business need.
WORKFLOW ACTIVITIES - It is possible to define process workflows within the system. An example would be a process to require management approval for a purchase above a given limit. Workflow steps requiring attention will be listed here, based on the role of the user that is logged in. To continue the example, a manager of the appropriate level logging in would see an indication of purchases awaiting their approval.
The UNPROCESSED DOCUMENTS item in the main dashboard Activities window provides a count of all of the documents that have been created but are not yet in a completed state. (Remember that in the system, the term "document" refers to the complete set of records that make up an entity such as an Invoice or Sales Order.)
The steps to follow are:
- Navigate to Main Dashboard
- Click on the button assigned to each type of activity to review the detailed documents associated with that type of activity