Contents

Overview

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The My Dashboard page pulls together key information and pending tasks into one intelligent actionable interface. It is only available to Examiners and Users.

In this section we will explore the areas of the My Dashboard interface, how each works and how they make completing your tasks with the system easier.

My Dashboard View

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The My Dashboard page is broken up into two main areas, your Action ITAMs and your Status and Risk Indicators. Each area is designed to bring important information to your fingertips.

Action ITAMs

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Action ITAMs represent a hybrid communication tool and tasker, allowing Examiners and Users to work back and forth to help achieve compliance. The top of the My Dashboard interface displays the Action ITAMs that are currently assigned to you and allows you to view more information about each.

Each line item in the list of Action ITAMs displays the Form Name, Title, Note, and Due Date of the associated Action ITAM. Clicking on the Form Name will bring up the Action ITAM interface for viewing. The line items can also be sorted using the three (3) ellipses menu from the top left and selecting the desired sort.

To the left of the Action ITAM section of the dashboard are one or more tabs listing the Entities to which you have access. The Action ITAMs displayed will only be the ones related to whichever entity is selected. For more information see the Action ITAM section of this guide.

Status and Risk Indicators

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The lower section of the My Dashboard screen displays the forms which are available to you and some key information about their status.

On the left of the section are the Form names in a format which is similar to the Form Manager. On the right is a color-coded count of the number of fields in each of the four (4) available status. For more information about what status each color represents and what they mean see the Status Indicators section of the guide.

The order of the forms in the display can be sorted by date or the number of fields in yellow or green status. The option to sort is brought up by clicking on the 3 vertical ellipses in the top right corner of the section.

In a similar manner to the Form Manager, the Forms can be clicked on, which will cause them to expand and display some additional options and information.

Above the expanded form name is the icon for accessing the entries which have been created for this form. To see more about working with form entries see the Form Entries section of this guide. Below the expanded form name are tiles representing any Control Groups in the form, color coded by their current maturity level. For more information on how the control group tiles are used and control groups in general, see the Control Group section of this guide.

In this section we explored the My Dashboard page and its capabilities and the other data you can access from it. In the next section we’ll look closer at Form Data Entry and how you can enter and edit data on a form.

[Previous Topic ← Form Entries] | [Next Topic → Form Data Entry]