Instructions:
From the application’s Home page, scroll down till you see the ‘Dashboards’ button and click this button. Your “Dashboards” will open consisting of three tabs:
- Dashboard
- My Team Dashboard
- Delegated Dashboard
Note: You will be able to view at a glance the number in process via the count appearing on the button itself. This is consistent with all of the buttons appearing throughout your dashboard.
Under the ‘Dashboard’ tab:
You will see a ‘Questionnaires’ section where you will see a ‘My Questionnaire Setup” section listing all your questionnaires (regardless of the status).
And you will see a ‘My Questionnaires’ section where you’ll be able to access those in Draft form, Submitted, or those that were Returned.
And you’ll see a ‘Questionnaires — Active Delegate’ section where you can access any you submitted while you were acting as someone’s delegate.
Under ‘Change Requests’ section, you will see a ‘My Change Requests’ section where you can view any change requests submitted by you and a ‘Change Requests — Active Delegate’ section where you can access any change requests submitted while you were acting as someone’s delegate.
Under the ‘My Team Dashboard’ tab:
You will see a ‘Questionnaires’ section where you can access ‘My Team’s Questionnaire Setup’. This is where you can access any initiated by you or someone else in your Unit (regardless of the status). There will also be a ‘My Team’s Questionnaires’ section which will list any for your Unit that have been Submitted as well as those in Draft or those that have been Returned.
Under the ‘GA/SODI’ section, you’ll see ‘My Team’s Released Documents’ section. Here is where you can access any of your team’s documents that have been released.
Under the ‘Change Requests’ section, you’ll see a ‘My Team’s Change Requests’ section. Here is where you’ll see a list of any change requests submitted by someone in your Unit, including those in Draft, Submitted, or Returned status.
Under the ‘Delegated Dashboard’ tab:
You will see a ‘Questionnaires’ section where you can access ‘Questionnaires Delegated’. This is where you can access any initiated by your delegate that are in Draft, Submitted, or Returned status.
Under the ‘Change Requests’ section, you’ll see a ‘Change Requests — Delegated’ section. Here is where you’ll see a list of any change requests initiated by your delegate, those in Draft, Submitted, or Returned status.
Once you have finished investigating your Dashboards, you can click on the Home link/breadcrumb to return to the application’s Home page.