Task Overview Dashboard

The Task Overview Dashboard contains the Status dashboards for Overall status, Task Manager, Supplemental Data, and Enterprise Journals status.

Total Overview

To view the Total Overview status:

1. On the Home page, from Dashboards, click Task Overview.

2. On the left, click Total Overview.

3. From the POV, select a Year and Period.

   The system displays the number of Open Tasks, Late, and On Time tasks.

   Note:

   The dashboard shows Task details for schedules with an open or closed status, Supplemental Data Forms within an open or closed collection period, and Enterprise Journals within an open or closed journal period.

4. Click on a status to drill down into the list of tasks with that status.

   From the list of tasks, if you've access rights to a task, you can click the task name to directly open and work with the task.

5. Optional: Sort the list of tasks using one of these methods:

   • Count (Ascending)

   • Count (Descending)

   • Alphabetic (Ascending)

   • Alphabetic (Descending)

Task Manager Overview

To view the Task Manager Overview status:

1. On the Home page, from Dashboards, click Task Overview.

2. From the POV, select a Year and Period.

3. From the Tasks drop-down list, select a task, or select All to view all tasks.

   The system displays the number of Open Tasks, Late, and On Time tasks.

   Note:

   The dashboard shows Task details for schedules with an open or closed status.

4. Click on a status to drill down into the list of tasks with that status.

   From the list of tasks, if you've access rights to a task, you can click the task name to directly open and work with the task.

5. Filter the tasks by selecting View By, then select an option:

   • Priority

   • Schedule

   • Task Type

   • Organizational Unit

6. Optional: Sort the list of tasks using one of these methods:

   • Count (Ascending)

   • Count (Descending)

   • Alphabetic (Ascending)

   • Alphabetic (Descending)

   • Attribute Order (Ascending)

   • Attribute Order (Descending)

Supplemental Data Overview

To view the Supplemental Data status overview dashboard:

1. On the Home page, from Dashboards, click Task Overview.

2. On the left, click Supplemental Data Overview.

3. From the Collection Interval drop-down list, select a collection interval.

4. Select members for the POV.

   The POV dimensions are based on the frequency dimension selection for the selected Collection Interval.

5. From the Forms drop-down list, select a form, or select All to view all forms.

   The system displays the number of Open Forms, Late, and On Time forms.

   Note:

   The dashboard shows Supplemental Data Forms within an open or closed collection period.

6. Click on a status to view the list of forms with that status.

   From the list of forms, if you've access rights to a form you can click the form name to directly open and work with the form.

7. Filter the tasks by selecting View By, then select an option:

   • Workflow Dimensions

   • Form

   • Collection

   • Frequency

8. Optional: Sort the list of tasks using one of these methods:

   • Count (Ascending)

   • Count (Descending)

   • Alphabetic (Ascending)

   • Alphabetic (Descending)

Enterprise Journals Overview

The Enterprise Journals Overview Dashboard displays journal status. You can view at a glance a count of Open, Late, or On Time journals, and the completion status for selected journals. You can filter the list by Journal Templates, Workflow Status, Posting Status, or Target, and sort the list by Alphabetical or Count.

To view the Enterprise Journals status overview:

1. On the Home page, from Dashboards, click Task Overview.

2. On the left, click Enterprise Journals Overview.

3. From the Year drop-down list, select a year.

4. From the Period drop-down list, select a period.

5. Select a specific journal, or select All.

   Note:

   The dashboard shows Enterprise Journals within an open or closed journal period.

6. Filter the journal list by selecting View By, then select an option:

   • Journal Templates

   • Workflow Status

   • Posting Status

   • Target

7. Optional: Sort the list of journals using one of these methods:

   • Alphabetic (Ascending)

   • Alphabetic (Descending)

   • Count (Ascending)

   • Count (Descending)

8. Optional: To refresh the list, click Refresh.