Interactive personal dashboard

DMF

1610** TOOLS PERSONAL REMINDERS PERSONAL REMINDERS

The interactive personal dashboard enables your employees to update their information in Akuiteo and to list the tasks to perform. The personal dashboard can be accessed from My Akuiteo > Interactive personal dashboard.

Management rules must also be set up beforehand:

  • TBI_ETAT_AFF: enables you to specify the state codes of projects to exclude from actions to be performed in the interactive personal dashboard.
  • TBI_ALL_AFF: enables you to include closed projects in the dashboard parameters.

Prerequisites: You must define the actions available, per project or transverse, from the personal dashboard. You can do so by Defining control templates or tasks that must be done by the user from the personal dashboard.

Control templates allows you to define liability profiles, which you can assign to employees linked to a project. You can create as many control templates as necessary. Control templates allows you to define alerts for specific actions. This control template must be added to the relevant employee record sheet (People > Employees > Associated controls tab). Furthermore, the relevant employee must be indicated as the project manager on the relevant project record sheet (Management > Projects > Controls Manager).

1 Go to Tools > Setup > General setup > Project > Control templates.
2 In the Result control tab, click on .
3 For each control template, specify:
  1. A type:
    • Control by project: only applies to employees linked to projects. It is used for project managers and their projects. E.g. Sales manager.
    • Transversal control: applies to employees associated with this template without having to link them to projects. It is used by managers so they can get an overview.
  2. A name: to indicate the target profile of this template.
  3. A set of controls: allows you to choose the controls that will be performed once the Selection box is checked in front of the relevant rule.
4 Save.

To define transversal control templates, you must link them to an employee.

1 Open an employee record sheet.
2 Go to Edit > Additional parameters > Setup of associated controls. The Associated controls tab opens.
3 To link a new template, search for controls in the Templates field of the List of linked control templates section. The template is automatically linked to the employee and is displayed in the table.

Two steps are necessary:

  1. Link one or multiple control template(s) to an employee.
  2. Link an "employee with control templates" to a project.
Step 1: Linking one or multiple control template(s) to an employee

Follow the process described for Defining transversal control templates.

Step 2: Linking an "employee with control templates" to a project
1 To automatically link an employee with a control template to the project, you simply have to create a new project. Akuiteo then links to the project the employees specified in the Project manager and Sales manager fields.
2 To manually link an employee with a control template to the project:
  1. Deactivate the Hide the Control Managers tab preference in Edit > Preferences > General > Project > Project record so you can access the Resp. manager tab.
  2. Open a project record sheet, then click on the Controls manager tab.
  3. Click on the arrow on the right of the icon and select the employee(s) by pressing Ctrl in the help list that is displayed. Employees are displayed on the left side of the screen.
3 To delete an employee with a control template, select the employee and click on .

Note

When you click on an employee in the left table, the table on the right displays the list of controls linked to the employee's profile.

Step 3: Linking a project to an "employee with control templates"

From the relevant employee record sheet, you can also link a project to the sales manager or project manager associated with a control template.

1 Open an employee record sheet.
2 Go to Edit > Additional parameters > Setup of associated controls. The Associated controls tab opens.
3 In the first table, select the templates that are already linked to the employee in order to check the projects associated with the current employee and the selected template.
4 Click on + to associate new projects.
5 In the window that opens, click on Search to search for projects by project manager or by sales manager.
6 Select the relevant projects in the List of non-closed projects and click on Validate.

The employee is now linked to each of these projects, with the selected control template.

The personal dashboard gathers in one screen the whole list of tasks to perform in Akuiteo, that is why it must be quickly accessible at any time.

You can set up Akuiteo to automatically display the interactive personal dashboard as soon as a user logs in.

1 Go to People > User management, start a search and open a user record sheet.
2 Check the Launching of IDB on start-up box and save.

Next time the user logs in, the personal dashboard will be automatically displayed on the home screen.

Using the personal dashboard

  • Open a task or an item in the table list by double-clicking on it.
  • Refresh the list to display the modifications made to the dashboard, by clicking on .
  • View the dashboard of a desired employee (the DMF 161001 must be enabled) from Edit > Change employee.
  • Send a dunning email about actions in the dashboard, by clicking on . You must have set up an IDB dunning e-mail report based on the tbiMail.rptdesign standard report template. The employee associated with the dashboard is the default recipient and his/her manager is automatically added to the Cc recipients.