Manager Dashboard

The Manager Dashboard web part can be used by managers/ admins to see the status of tasks in docCentrum.

Only users with docCentrum administration permissions are permitted to use the web part.

Options

Setting	Description
Item Limit	How many items per page should display.
Division	Display the web part for selected division.
Bar Position	Position of the key bar.
Due Key Colour	Key colour when task is due.
Upcoming Key Colour	Key colour when task upcoming.
Overdue Key Colour	Key colour when task is overdue.
Use Key Colour on Date	Set the font colour of the date based on the key colours.

Filtering

Filtering tasks can be done using the collection of filters available.

Filter	Description
Assigned To	User the task is assigned to.
Assigned By	User the task has been assigned by.
Title	Title of the task.
Status	Task status, if user has opened but not read a task task will be in progress.
Read Type	Task read type.
Priority	Task priority.
Item Type	Task item type (pdf, word).
Created Date From	Created date is greater than or equal to selected date.
Created Date To	Created date is less than or equal to selected date.
Due Date From	Due date is greater than or equal to selected date.
Due Date To	Due date is less than or equal to selected date.
Overdue	Is task overdue, today is greater than task due date.
Custom Attribute	Filter on custom docCentrum Attributes.

Reminders

If task displayed in the task table is overdue or not complete, managers are able to send a reminder via email to the user. If a reminder has already been sent the user who last sent the reminder along with the date will display.

View Receipt

Opens the docCentrum admin center allowing the user to get a receipt for the task.