Wiki source code of Dashboard

Last modified by MasterApps Support on 2021/06/18 01:29

version	line-number	content
1.1	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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2.1	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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2.1	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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2.1	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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2.1	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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2.1	27	*. Complete - Green
	28	*. Due for completion - Orange
	29	*. Overdue steps - Red
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2.1	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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2.1	35	The workflow feature activates the alerts function, please see Alerts section below.
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2.1	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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2.1	47	These alerts will also show in your Inbox and you will receive the alerts via email.
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2.1	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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2.1	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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2.1	68	Actions can be added using the Quick Add button on the Dashboard or under the Notes tab.
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2.1	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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2.1	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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2.1	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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2.1	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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2.1	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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2.1	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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2.1	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]]

Wiki source code of Dashboard

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