Dashboard - Introduction

Introduction
The Dashboard is an interface between the system users and the targets, it allows interaction with data as it flows through a process. This is where an operator can approve an uploaded document, could reject a statement from a referee and send a message to a non-system user, amongst others.

The Dashboard is customisable and should be customised to accelerate the operation of the person using it. An administrator and a regional manager would not have the same Dashboard configuration, for example.
The Dashboard is available from any screen within Autologyx from the Dashboard icon across the top menu bar.

Dashboard - People and Groups

Dashboard - Filtering, Views & Navigation

Dashboard - Actions

Masquerade as a Target

Dashboard - Notes & History