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The Home Dashboard features a range of search options, a job control panel and an internal message board.

Home Dashboard

Search Options

Enables you to search for contacts or tasks. Users with access to accounts can search for particular invoices, purchase orders or credit notes.

Job Control

Provides a snapshot of your business for the beginning of each day.

When does this information update?

Job Control totals are checked every time you load the page. However it may take a few minutes for the latest data to be displayed.

Click to enlarge

Total forDescription
Quotes

Number of unapproved quotes.

These are quotes owned by the Business Unit that are in status 'In Progress' or 'Pending Approval'.

Current Tasks

Number of open tasks.

These are tasks owned by the Business Unit that are in status 'Not Started', 'In Progress' or 'Pending Approval'.

Tasks Not Read

Number of open tasks that have not been viewed.

These are tasks owned by the Business Unit. They have not been opened by any user from the linked business unit. Tasks which are highlighted with light blue in ServiceTrack > Current.

Scheduled Tasks

Number of open tasks that have a schedule for today or beyond.

These are tasks owned by the Business Unit that have a schedule from 24 hours ago (Melbourne Australia time) to any time in the future

Completed (Not Invoiced)

Tasks that have been marked as completed, but have not yet had an invoice raised.

These are tasks owned by the business unit that do not have an invoice (part or final), or have an invoice but the invoice status is 'In Progress'.

Approved Invoices

Number of approved invoices that are waiting to be pushed across to an accounting system.

These are invoices that are owned by the Business Unit or invoiced by a user in that business unit.

Compliance

Number of open compliance forms.

These are compliance forms owned by the Business Unit that are in open status (and not voided). It is important that compliance forms be closed the moment they are completed.

Open Projects

Number of open projects.

These projects owned by the Business Unit.

Note about the totals shown

  • The user viewing these total figures may not have access to some items. For example, their permission group may limit access to an item.
  • Clicking on a total figure is only a shortcut to the relevant area. There is no filter to show only listed totals on those pages.

An internal notice board displaying messages posted to your business unit. Compliance information, certification expiry alerts and internal messages are shown here.

Click to enlarge

Please note this message board is not available in AroFlo Field.

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2 Comments

  1. Updated notes for Job Control table after confirming with Don:

    Tasks Not Read – Number of open tasks that have not been viewed by the person assigned to the job. anyone.

  2. Updated description of Job Control to: Provides a snapshot of what is happening in the business at the beginning of the day