Manager portal — Using the Dashboard

The Dashboard feature of the Manager portal provides quick navigation among the various displays and controls the portal offers to give a real-time overview of the business supported by an application.

Access

At the top left of the Manager composite portal, select Dashboard.

The left panel displays gadgets such as a summary of the current manager profile and the most recent News items. Click Full Profile to review the profile in more detail.

The main work area of the Dashboard displays gadgets such as charts to provide a quick overview of work progress. Developers can specify charts to appear here that are relevant to the application and the managers' needs. See How to create a composite portal.

Dashboard charts

By default, this area contains four interactive charts you can use to monitor your work group:

• Number of Processes Created Weekly by Work Type — Shows how many new work items were created, by work type, during an eight week period. Use the slider control to change the date range. Defined by the standard summary view rule Work-.ArrivalsPastEightWeeksIC.ALL.
• Timeliness of Top Process Owners — Assignment timeliness, for those users who have the most open assignments. Use the slider control to change which operators are visible. Defined by the standard summary view rule Work-.AgeByAssigneeTop5IC.ALL.
• Top Process Resolvers — Identifies those users who have resolved the most work items. Defined by the standard summary view rule Work-.CountResolvedByResolverTop5IC.ALL.
• Timeliness by Process Type — Timeliness at the flow level. Defined by the standard summary view rule Work-.CountResolvedByResolverTop5IC.ALL.

Drag the slider control () to adjust which categories are visible. Click the Maximize button () to present the chart in a larger, full-screen window. Click the Show Data button () to view the summary view output as numeric data.

To view and interact with interactive charts, confirm that your workstation Web browser includes Adobe Flash Player 9 (or a more recent version), a free download. See Flash Player.

The standard HTML rule Data-Gadget.IChartsDashboard presents the four interactive charts in this space. By default, these interactive charts refresh only every 50 minutes or so; you can override this HTML rule and set a lower timeout value or present different charts.

In PRPC 5.1 and earlier releases, the contents of the Dashboard are presented by the standard HTML rule Data-Gadget.GraphsforWorkMonitoring. If your application needs to use the static image charts presented in Version 4.X and 5.1, you can revert to the older summary view rules, which remain available with the same name as before, without the final "IC" in the name.)

Processes Started By Me gadget

This area contains a list of work processes the current manager has started.

Workspace — Delegated Rules gadget

This area contains a list of shortcut links to rule instances or data instances delegated to the current manager. See How to delegate a rule.

	dashboard, timeliness
	How to complete rule and data form fields

About composite portals