The 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 > Resources (Employees and Subcontractors) > 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 for managers so they c
      • an get an ove
    rview.
  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.

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.