🕒 1.5 minutes
The home page has been designed for easy navigation, quick access to actions, and the ability to organise your work into ‘folders’ (categories).
Navigating the Home Page:
- Design: The user interface of the home page has been developed to facilitate easy navigation and provide an overview of outstanding or upcoming tasks.
- Left Panel:
- Question Mark Icon: Clicking on this icon will launch the Product Tour, which explains the various elements on the pages, how to use them, and why they are important.
- Your Tasks: Displays overdue and upcoming work.
- Quick Actions: Provides faster access to creating new entries for PA Dealings, Tasks, and the Breaches Register. This feature is currently available for these three entries only, but will soon be configurable to add other quick-access options.
- Tabs: The tabs display the modules and registers associated with each tab, depending on their function. The ‘Categories’ tab is shown by default.
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- All: Displays all modules and registers.
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- Categories: Shows the different categories in which modules and registers are organised. Categories are expandable.
- Favourites: Displays all modules and registers that you have marked as favourites.
- Recent: Shows the modules and registers you last used, so you can easily return to where you left off.
- Urgent: Displays modules and registers where work is ongoing and needs to be completed. If there are no tasks requiring completion, this tab be empty.
- Search Box: Type the name of the module or register you are looking for, and the page will highlight any matches. For example, if you are looking for the Gifts register, typing ‘gift’ will highlight it for you.
Modules and Registers Feature:
- You can hover over a reporting module or register to see an overview and access quick actions. From here, you can check for any upcoming or overdue tasks, view the module or its entries, create a new entry (for registers only), modify the settings, and mark it as a favourite by clicking the star icon.
- Coloured numbers show upcoming and overdue tasks (yellow for upcoming, red for overdue) adjacent to the relevant modules and registers.
NOTE: The home page operates on a permission-based system. This means that each user group will see the modules or registers they have permission to access on their home page. As a result, some users may see more items than others.