Home

Home is the information tab under the Home application.

Message Board

You can post a central message or a department-specific message to the Message Board area. This is a good place to publish your processes, instructions, and general information with regard to using OpenAir within your company.

Reminders

Reminders provide information about items in OpenAir that require your action. Typically this is a data-related item awaiting your review and approval such as a timesheet or expense report. Any item within OpenAir that requires a submit action may have a routing or approval process associated with it. A notification then displays in the Reminders portlet for those required to complete a review action.

Wizards

Account administrators and users with the relevant role permissions can use wizards to copy information or complete an action such as attachment deletion across multiple items at one time. The wizards are useful when you want to update a large number of employee records with the same information, or remove expense attachments in bulk across a large number of expense reports based on your parameters, for example.

There are four wizards available:

• Bulk employee change wizard – The bulk employee change wizard enables you to copy field values and settings from one active employee record to multiple active or inactive employee records. See Making Changes to Multiple Employee Records at the Same Time.

• Expense report attachment deletion wizard – The expense report attachment deletion wizard enables you to free up OpenAir storage space by deleting attachments associated for older expense reports that have been reimbursed or approved.

  To do so, go to Dashboard and click Expense report attachment deletion wizard, enter a date range, choose between the reimbursed and approved expense report statuses. After you click Delete the attachments, all the attachments for expense reports with a date within the specified range and the chosen status are deleted. This action can not be undone.

• Bulk task change wizard – The bulk task change wizard enables you to copy field values and settings from one task across multiple tasks within a single project. This is helpful for maintaining larger projects.

  To do so, go to Dashboard and click Bulk task change wizard. Step 1 of the wizard displays. Identify the customer and project. Select the task to copy from. Select the information to copy to another task. Click Next. Step 2 of the wizard displays. Select the task to copy to. Click Run.

• American Express receipt import wizard – The American Express receipt import wizard enables you to connect to an American Express online statement and download your receipts into a preexisting expense report.

Status

The Status areas of Home provides information about data-related items within your OpenAir account. It includes My Status and Company status. Each is explained as follows.

My Status — Employees may find the My Status area helpful as a summary of key elements in OpenAir, such as their open timesheets or expense reports. Open tasks and issues are also noted that may be helpful, depending on your configuration and use of OpenAir. In many cases, general overhead or administrative projects capture non-billable time so these tasks are always open and contribute to the open tasks count on My Status.

Company Status — The Company Status area provides similar information to My Status, but with a company-wide view in the OpenAir environment. As an account administrators, you may find this information helpful as well as other managers. You can limit access to the Company Status area through form permissions.

Note:

Depending on your configuration and use of OpenAir, you may not need the My Status and Company Status portlets to show the number of open or incomplete tasks. To remove the number of incomplete tasks, contact OpenAir Customer Support and ask for the following switch to be disabled: “Display incomplete tasks on dashboard”.

Reports

You can mount reports here instead of having employees access them from the Reports application. A one-click execution is all that is required to run the report and display the results. This enables employees to run critical operational reports in a dashboard fashion.