Home Page
Home page screen
This page displays all options available to you based on your profile. Custom menus are available to users as extra menu options on the home page.
Personalized home page
This page displays the date of your last visit, along with your first and last names. The date and time are displayed according to your current time zone.
User settings panel
The User settings panel is accessed by clicking the gear icon at the top right of the User Portal screen. This panel lets you set your language and time zone, and change your password.
Single-process home page
This page allows you to view the selected process data pertaining to them, based on their profiles. It includes:
The process name
The date of last visit (based on user’s current time zone)
The process description along with the help icon
Quick View
If the Quick View feature has been enabled in the Administration Module, clicking the request icon next to the process name opens a pop-up dialog box that displays predetermined process data. You can fill in and submit information, print the form by clicking the printer icon, navigate to the previous or next request’s Quick View (if applicable) by using the arrows, close the Quick View by clicking the x icon, and depending on the status of the process and user security, delete or cancel the request.
New request
Click New request to display the list of requests that you can launch. New requests can be grouped by category.
Alternately, system configuration within the Administration Module allows for the display of process and action descriptions in lieu of code names.
Columns | Remarks |
Name | Clicking the process icon will launch a new request. If the Quick View functionality has been activated in the Administration Module, the process request form will displayed in a pop-up dialog box. Process name: A link allows a new request to be launched. |
Description | Process description (instead of code name) |
Help | Process help; a link displays the help form about the process |
My views
Click My views to display your customized saved views.
You can display your saved views as floating dashboard panels on your home page. For instructions on how to do this, see the Dashboard section below.
My requests in progress
This is the list of current requests of which you are the requester.
Columns | Remarks |
Request # | Request icon and request ID |
Process | Process name |
Launched | Request launch date and time |
Time limit | Request deadline; if blank, the request has no deadline |
My actions to do
This is the list of actions for you to do.
Columns | Remarks |
Request # | If the Quick View functionality has been activated in the Administration Module, clicking the Request icon will open a pop-up dialog box containing the predefined process data (e.g. |
Process | Process name |
Action | Action icon and action name |
Created | Action creation date and time |
Time limit | Action deadline; if blank, the action has no deadline |
Team to-do list
This is the list of actions in Self-service mode. These actions are not assigned to a single person and can be handled by any user associated with the action participant.
Columns | Remarks |
Request # | If the Quick View functionality has been activated in the Administration Module, clicking the Request icon will open a pop-up dialog box containing the predefined process data (e.g. |
Process | Process name |
Action | Action icon and action name |
Created | Action creation date and time |
Time limit | Action deadline; if blank, the action has no deadline |
Actions to assign
This is the list of actions for the user to assign. This may apply under the following assignment methods:
A participant with a coordinator
A manual assignment by the action initiator
A person that is not a coordinator who handles a previous action
Columns | Remarks |
Request # | If the Quick View functionality has been activated in the Administration Module, clicking the Request icon will open a pop-up dialog box containing the predefined process data (e.g. |
Process | Process name |
Action | Action icon and action name |
Created | Action creation date and time |
Time limit | Action deadline; if blank, the action has no deadline |
Search
This opens the Search screen. For information on how to use this, see the Search section.
Follow-up of requests in progress
You can access this list of current and overdue requests in progress if you're a process manager or a process supervisor (according to the processes you manage).
If you're an administrator, you can access the list of current requests or overdue requests for all processes. You can save the current view of the list of requests.
Follow-up of actions in progress
You can access this list of current or overdue actions if you're a process manager or a process supervisor (according to the processes you manage). If you're an administrator, you can access the list of current or overdue actions for all of the processes. You can save the current view of the list of actions.
Dashboard
You can turn your User Portal home page into a dashboard that displays your saved views as customizable floating panels that you can arrange according to your needs. These will remain on your home page, refreshing automatically each time you return to it, though you can refresh panels manually by clicking the refresh icon (a circular arrow) in the top right.
To open a dashboard panel, click the bar chart/magnifying glass icon next to the name of a saved view (see Save as view). You can then place it on your home page and resize it as needed.
You can launch an action’s web form directly from the dashboard. Completing actions this way will refresh the view displayed in the dashboard panel instead of redirecting you to the page configured to display when completing an action (such as the follow-up form or the homepage).
The dashboard is also useful with the Quick Approval feature as shown in the screenshot below, since it gives you immediate access to your list of validation actions, which you can handle directly in the dashboard panel using the buttons (see Quick Approval for more information).
Dashboard refresh and auto refresh
While the views in dashboard panels will always refresh when you return to your home page, you can manually refresh dashboard panels by clicking the refresh icon (a circular arrow) in the top right.
Important: If you navigate away from the view displayed in the panel, such as when opening a request or action follow-up form, and then click the refresh icon, the panel will return to the view and refresh it. In this case, you would lose any information entered into the form but not submitted. As well, if you refresh while performing Quick Approval validations, any selected buttons will be reset. Refresh is disabled during drilldown of custom charts in dashboard panels.
If your WorkflowGen Administrator has enabled the auto refresh feature, the auto refresh icon (a circular arrow with clock hands) will appear, and the panels will refresh according to the preset interval. You can disable and re-enable auto refresh by clicking the icon.
Note: Auto refresh will be automatically disabled in the following cases:
When performing Quick Approval validations, because refreshing would reset any selected buttons.
When navigating away from the view displayed in the panel, such as when opening a request or action follow-up form.
During drilldown of custom charts in dashboard panels.
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