Configuring the Quick View Details widget

You must be an administrator to perform this task.

  1. Click the More icon in the Quick View Details widget and select Configure.
  2. In the Quick Views Displayselect a quick view display. You can select among quick views available to you such as Document Submission or AI/ML Certification. Available quick views are determined using API.
  3. Select the Show View timesheet check box to enable View Timesheet in the employee card action menu. When this check box is selected, you can drill-back to the Timesheet page in WFM.
  4. Select the Show View schedule check box to enable View Schedule in the employee card action menu. When this check box is selected, you can drill-back to the Schedule page in WFM.
  5. Select the Show Contact check box to enable Contact in the employee card action menu. When this check box is selected, you can load a dialog showing the employee's name, avatar or image initials, email, mobile phone, and home phone without leaving the workspace. If no contact information is available for the employee, a message is displayed in the dialog specifying that there is no data.
    Note: All check boxes are selected by default. You must enable at least one check box at all times.