Wiki source code of Dashboard
Last modified by MasterApps Support on 2021/06/18 01:29
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1 | When you select to view a Claim you will be directed to the Claims Full View page, as shown below: | ||
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3 | [[image:Attachments.WebHome@2015-07-15_11-05-22.1b31b.png||style="max-width:313px"]] | ||
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5 | There are multiple tabs which contain specific information relating to the Claim. The dashboard is the first tab you will see when viewing the Claims full data. | ||
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7 | [[image:Attachments.WebHome@Tabs.775e2.png||style="max-width:310px"]] | ||
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9 | The dashboard has the following features, as shown in the image below: | ||
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11 | [[image:Attachments.WebHome@2015-07-15_10-53-15.2cd90.png||style="max-width:310px"]] | ||
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13 | **~1. Status Summary \\\\**Provides a brief summary on the status of the claim and is entered manually by the user. \\\\[[image:Attachments.WebHome@Status_Sum.ae754.png||style="max-width:360px"]]\\\\If information is already entered select the change button at the end of the text, a box will then appear allowing you to edit the text. | ||
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15 | **2. Workflow** | ||
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17 | The workflow feature allows you to see the status of a claim broken down by the steps of the claims management process and highlights the next step in the process. | ||
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19 | The workflow status can be seen on the dashboard page of the individual claim. | ||
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21 | [[image:Attachments.WebHome@workflow.63e01.png||style="max-width:310px"]] | ||
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23 | It is an effective tool that summarises the claim status as well as how responsive the relevant parties have been in the process. The workflow is based on stages and targets. | ||
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25 | As you can see from the image above the workflow status is colour coded in a traffic light system showing the steps: | ||
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27 | *. Complete - Green | ||
28 | *. Due for completion - Orange | ||
29 | *. Overdue steps - Red | ||
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31 | The workflow feature also allows you to complete each step by clicking on the step. For example, by selecting //Date Notification Given By Worker// a pop up will appear (as shown below) allowing you to input the relevant date. | ||
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33 | [[image:Attachments.WebHome@2015-07-15_11-12-48.99b7c.png||style="max-width:380px"]] | ||
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35 | The workflow feature activates the alerts function, please see **Alerts** section** **below. | ||
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37 | For more information regarding Workflow please refer to the Settings area. | ||
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39 | **3. Alerts** | ||
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41 | Alerts are items/tasks due for completion such as workers medical certificate due to be updated or overdue. | ||
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43 | Alerts for the claim will show on the dashboard. | ||
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45 | [[image:Attachments.WebHome@Alerts.55762.png||style="max-width:220px"]] | ||
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47 | These alerts will also show in your Inbox and you will receive the alerts via email. | ||
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49 | **4. Pending Actions**** ** | ||
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51 | Actions are reminders and notes set by users for action that require completion. | ||
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53 | There are four action types: | ||
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55 | *. Managers Actions | ||
56 | *. Claims Administrator Actions | ||
57 | *. Investigative Actions | ||
58 | *. Corrective Actions | ||
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60 | The latest actions are summarised for the incident are summarised on the dashboard. | ||
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62 | [[image:Attachments.WebHome@Actions.b4289.png||style="max-width:223px"]] | ||
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64 | Pending actions can also be found in the Inbox and send via email to the user or contact assigned to the action. | ||
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66 | Quick Add Actions | ||
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68 | Actions can be added using the Quick Add button on the Dashboard or under the Notes tab. | ||
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70 | *. By selecting the Quick Add button a drop down list will appear. Select from the list.\\\\[[image:Attachments.WebHome@2015-10-26_11-45-40.41c9b.png||style="max-width:254px"]] | ||
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72 | A pop up will then appear containing the following field: | ||
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74 | Content - A default list of templates is available using the drop down or the user may free type into the contents field. | ||
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76 | Actions require additional details. | ||
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78 | [[image:Attachments.WebHome@2015-07-21_18-11-47.9bd28.jpg||style="max-width:333px"]] | ||
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80 | Assigned To - enter the name of the user. Begin typing into the field and matching options will appear in a drop down below. | ||
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82 | If left blank as the user adding the action will automatically be assigned. \\ | ||
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84 | [[image:Attachments.WebHome@2015-07-21_18-14-53.fdf90.png||style="max-width:333px"]] | ||
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86 | Notifications - Actions are automatically set to enable notification to be sent the user/contact via email. This can be disable by deselecting the tick box. | ||
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88 | Due Date - select the date the action is to be completed by. | ||
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90 | Document Upload - the drop down enables you to set whether a document is required to be uploaded upon completion of the action | ||
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92 | High Priority - select this box if you wish the action to be highlighted as a High Priority. | ||
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94 | The Action will then be reflected in the Notes area, in the Pending Actions on the dashboard and on the Calendar. | ||
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96 | For more information on Alerts and Actions please see the following articles: | ||
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98 | [[Notes>>doc:Injury Master.Claims.Notes.WebHome]] |