About Home Page
The Home Page portal provides a comprehensive dashboard where you can access much of the information you need to review and complete your work.
The Home Page can serve as a personal web page where you configure system elements that you use most frequently.
Refer to the Home Page Configuration section in the Administrative User Guide for information on configuring home page settings.
In general, click on any link, pie chart, or graph to open details
about that item. The Go To
icon at
the front of some items opens the corresponding tab with the related
information populated. For example, if you click the symbol in front
of a storeroom in the My Storerooms section on the Main tab, the system opens the Inventory tab with that Storeroom
ID populated. Click Refresh to update and display the graphs.
- Main: The Main tab displays general system information and any custom zones provided by your implementation (such as company news). Click the Add link in any zone to add the related information. The My Buyer, My Storerooms, and My Crews zones do not automatically include the records. For example, if the logged in user is a buyer, they must still add their own buyer to the zone, if they want to include their own buyer in the zone.
- Approvals: The Approvals tab provides the same information and functionality as the Approval Dashboard.
- Work: The Work tab can display statistics about work requests and work orders. Some of the work zones might include a link to the Statistics portal. Authorized users can edit some of the details displayed in the zones using this portal.
- Inventory: The Inventory tab provides information about stock items by storeroom. You must enter a storeroom and click Refresh to display the zones.
- Purchasing: The Purchasing tab can display purchasing statistics by buyer. You must select a buyer and click Refresh to display the zones.