Dashboard
It's easy to find all the information you need on active workflows using the dashboard in the
Document Register. Contained within the dashboard are graphs that show the users with the most reviews to complete and how many reviews have be processed over time. Beneath the graphs are count widgetsPublication Space.
The dashboard contains:
Graphs that show the number of reviews each user has to complete, however you can toggle through a variety of graph options to suit your particular needs.
1. Click on the down arrow.
2. Select which graph you want to view.
Widgets that when clicked will give you a list of outstanding reviews, overdue reviews and reviews that are overdue by more than 2 weeks.
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The dashboard also contains a
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Document Review Report.
Document Review Report
1. Click on Document Review Report
This report
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shows a list of active workflows, which step they are in and who is responsible for that step
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.
2. To filter the report
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click on the arrows in the header row.
3. Click on the arrow in the first column to expand the WTX to show all documents on this workflow.
4. There is traffic light reporting - reviews that are still within the step duration are green, late reviews are orange and
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reviews later than 2 weeks are red.
5. The report can
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be exported to pdf
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Reporting on the documents in the Workflow Report
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or excel if required.