Summary Tab

Note: Not all users will see the Summary tab. If you think you are supposed to be able to see the Summary tab, but it does not display, contact your portal administrator.

The Summary page provides a quick view of all your notifications, the notifications for those you manage, any tips that need approval, and any announcements.

The Summary page displays the following information:

Area

Description

My Notifications

Displays the total number of notifications you have in your Inbox. It also displays the following breakdown of those notifications:

Category

Description

New

the number of unread notifications

Read

the number of notifications that have been read

In Progress

the number of notifications that have tasks which you have started

Overdue

the number of notifications that have tasks that have not been completed and are past their due date

  • To go to your Inbox, click My Notifications. For more information, refer to Inbox.

Tips to Approve

Displays the number of tips that require your approval before they are available to other users.

  • To go to the Manage Tips folder, click Tips to Approve. For more information, refer to Manage Tips.

My Announcements

Displays a list of important announcements. If there are more than three announcements, the list will cycle through the announcements every 30 seconds. You can move through the list of announcements with the arrows at the bottom of the list.

  • To view an announcement, click its subject.

Notifications

Displays a breakdown of the notifications for any groups you manage. It displays the following information for each group you manage:

Column

Description

<Level>

you will see three columns of the different levels of management for your business; for example, the columns might be Store, District, and Region

New

the number of unread notifications

Read

the number of notifications that have been read, but have not been started

In Progress

the number of notifications in which the status of at least one task has been changed

Overdue

the number of notifications that have tasks that have not been completed and are past their due date

Total

the total number of notifications

  • To go to your Manage folder, click an entry in the list. The Manage folder will automatically be filtered to display only those notifications for the store on which you clicked. For more information, refer to Manage.

  • To search for a notification entry, type the text you want to search for in the text box and click . Any notification entries that meet your search criteria will be displayed. For more information on how search works, refer to Rules for Searches.
    Note:
    Searches on the Summary tab apply to the <Level> values.

    To remove your search criteria and display all notification entries after performing a search, click .

  • To sort by column content, click the name of the column. displays next to the column name to show that the list is sorted in descending order by that column. If you click the column name again, the list will be sorted in ascending order () by that column.

  • If there are more than fifteen stores, click Next (or click a page number) to view more stores.