Dashboards

The primary tool that is used for monitoring transition task and program progress is the dashboard. Use the dashboard to perform these functions:

  • View a chart that shows the overall status of tasks within each transition program
  • View tasks and statuses that are associated with individual transition programs
  • View tasks that are due today
  • View tasks that are associated with individual candidates or resources
  • Accept tasks
  • Cancel tasks
  • View email correspondence
  • Create and send email
  • View task errors and exceptions

Dashboards include an Overview view and an All view.

Overview

The Overview shows tasks that are pending, in progress, complete and cancelled. Users can filter tasks by task status or view only tasks that are due today. All data that is shown is related to a specific transition program.

All

The All view shows candidates and resources status, tasks, (candidate/resource and administrative), number of tasks overdue, due date, completion date

All data that is shown is related to a specific transition program, organized by candidate or resource.

Users can view detailed profiles for users for whom transition programs have been assigned.