The interactive personal dashboard

DMF 1922** WEB PORTAL IDB IDB

Important

This feature requires the feature flag Transverse Domain > Tableau De Bord Interactif Label.

The interactive personal dashboard allows the employees to visualize their actions to complete in Akuiteo and list all the tasks to complete in a table. When the user click on the in the Actions column of the table, the matching screen opens in a new tab of the browser.

When users have a control template associated on their employee record sheet, the alerts set up are displayed in the Interactive personal dashboard.

The Interactive personal dashboard is available from the Web Portal > Interactive personal dashboard menu.

Reference

For more information about the personal dashboard setup from the Desktop Application, see The interactive personal dashboard.

For more information about the control templates setup, see Defining control templates.

Actions available from the Interactive personal dashboard

The connected user can see different lines according to their position and responsibilities in their company:

Object Action
Approval Opens the Manager menu > Approvals
Event Opens the Employee menu > Organisations & Contacts
Modifying an expense report Opens the Employee menu > Expense reports
Completing an expense report Opens the Employee menu >Expense reports
Timesheet entry Opens the Employee menu > Timesheets & schedules
Completing timesheets Opens the Employee menu > Timesheets & schedules
Leave request Opens the Employee menu > Leave requests
Expense reports validation Opens the Manager menu > Expense reports
Customer quotation Opens the Sales menu > Quotations.
Validating timesheets by project Opens the Manager menu > Timesheets
Services declaration Opens the Employee menu > Services
Validating services Opens the Manager menu > Services