Dashboard - navigation panel
The first element displayed after launching the app is the Dashboard, the main navigation panel. It shows an overview of all elements of the application such as:
- Dashboard
- Ideas & submissions
- Audits
- Action plans
- Activities
On the main screen, there are shortcuts available for Create action plan, Enter report, Perform audit, which allow you to begin quickly.
Displaying resources
Both the Dashboard and other tabs visible in the application should display resources assigned to the user, such as audits or action plans. If the user does not see these elements, it means one of the following situations has occurred:
- the user has not yet been assigned any action plans or audits – in this case, please wait until the first resources are assigned
- the Pulse employee created for the person has not been linked to the web platform user – in this case, the Employee (Pulse) field must be filled in
To determine which of the above situations applies, please contact the system administrator.
Dashboard personalization
Similarly to the bottom menu panel, users can customize the layout of the elements displayed on the Dashboard. The following can be personalized:
- Audit list - its position on the dashboard and the maximum number of displayed items (from 1 to 10),
- Activity list - same parameters as above,
- Action plan list - same parameters as above,
- Submission list - same parameters as above,
- Messages,
- Private tasks.
The default configuration matches the current dashboard layout. The only exception is the messages widget, which will automatically move to the very top whenever there is an unread message. To change the layout, go to dashboard settings.
Bottom menu panel
At the bottom of the screen, there is a menu panel that provides access to all elements of the system:
- Dashboard
- Ideas and submissions
- Audits
- Action plans
- Activities
- Messages
- Private tasks
If some system elements are not visible in the bottom menu panel, you can change their visibility in the bottom menu settings.
Notifications
In the top right corner of the screen, there is a megaphone icon. After tapping it, a list of all notifications related to application events is displayed, such as:
- need to take action in an action plan,
- requirement to perform an audit,
- changes made in an action plan,
- new activity in Quick Kaizen, etc.
To mark all notifications as read, tap the unchecked square icon located next to the notifications button.
The notification icon is always visible in the same location regardless of the current view.