User Guide

Dashboard

267 views March 22, 2016 agay 0

The dashboard contains multiple dashboard parts according to a user’s roles that help organize and monitor records, actions, and important information in an understandable displays such as a line graphs, pie charts, ranked lists, bar charts, etc.

From anywhere in the tractFile application a navigation menu will display to the left side of the page. At any point in time to navigate to the current screen click the Home category.

Dashboard

Contracts

Transactions

Setup

Administration

 

From the home page a dashboard is present according to the current user’s roles. Some of the dashboard parts that are available:
Customer Contract Obligations by Month bar graph
• Customer Contracts that Need Review count
Top Errors Today (displays both the Message Name and total Error Count)
Users pie chart
Error Count Last 30 Days chart
Supplier Contract Obligations by Month bar graph
• Vouchers Waiting for Approval count
• Supplier Contracts that Need Review count
Employee Contracts Waiting for Review count
Recent Notifications (showing the Time and Subject)

You can also rearrange the physical layout of these panes by simply dragging them to the location of your preference.

DASHBOARD

Was this helpful?