Dashboard

The Axon Ivy Portal Dashboard is the first page you encounter after successful login. You can always get back to the dashboard using the Dashboard link in the Axon Ivy Portal menu. Alternatively, you can click on the Axon Ivy logo in the header.

The dashboard itself is separated into 3 sections:

1. Manage quick links to the processes you use most often in your daily work. The section Processes is described in Process Favorites.

2. The Tasks section in the center. Here you see all the open tasks assigned to your or your organizational unit. These tasks require your personal attention. The section is described in Personal Tasks.

3. The Statistics section on the right side. The charts in this section provide you with basic information on the performance of your cases and tasks. This section is described in Statistics.

Process Favorites

The Process favorites you find under the heading Processes on the left side of your dashboard. They provide you with a quick and easy access to the processes you need most in your daily work. Therefore, the process favorites are a key feature to enhance your Axon Ivy Portal experience and increase your efficiency. To make full use of this feature the Axon Ivy Portal offers you an easy way to configure the process favorites to your personal needs.

When you have a look at the process favorites you see two areas:

• On the top you find the User Favorites which you need to configure before you can use them. You may add processes here as well as external links.

• Below you find the Application Favorites. They are centrally configured by your administrator. Therefore, you may use but not change them.

Furthermore, next to the heading you find a link Show all processes. This quick link routes you the Full Process List page of the Axon Ivy Portal. Please refer to Full Process List for more detail information.

If there is a red warning icon on the right side of process, it indicates that this process link is changed and your favorite process cannot work.

In this case, you can delete it by following HowTo: Delete a process as a user favorite and re-add correct process by following HowTo: Add a process as a user favorite.

HowTo: Add a process as a user favorite

1. Click on the link Add new process which you find next to the heading User Favorites.

2. The dialog Add new user process is opened.

3. For the Selected process use the dropdown menu to select the process you want to add.

4. The Display name is default process name, to add multilingual for favorite process, use Add languages button

5. You may change the Icon for the process by using the link Change and selecting your preferred icon.

6. Confirm your configuration with the button Add.

Hint

• The list of processes in the dropdown menu shows only the processes which are accessible to you depending on your roles.

  Furthermore, the list shows only processes which are not added to your user favorites so far. You cannot add a process multiple time.

• For multiple languages of favorite process display name, you need to create the “AppInfo/SupportedLanguages” CMS which defines how many languages your application supports. See the below “Language settings” for more details.

HowTo: Delete a process as a user favorite

1. Click on the link Edit processes next to the heading User Favorites.

2. Click on the Delete symbol next to process / processes you wish to remove from your user favorites.

3. Confirm the removal with the link Save next to the heading User Favorites.

HowTo: Reorder user favorites

There are two ways to order the processes in your User Favorites.

Sort by name

To order your processes and external links in an alphabetical order you can use the link Sort by name next to the heading User Favorites.

Edit processes

1. To order your processes in an individual order, click on the link Edit processes next to the heading User Favorites.

2. To change the order of your processes, drag and drop processes.

3. Confirm the reorder with the link Save next to the heading User Favorites.

Personal Tasks

The personal tasks you find under the heading Tasks in the center of your dashboard. You see here all tasks that are assigned to you or any of the roles you hold within the application. Therefore, this section is key in understanding your workload within the application. You may pick any task from the task list and start working on it.

At first glance, you see the number of tasks right next to the heading Tasks. Further to the right you find the link Show full task list. This quick link routes you to the Task List page of the Axon Ivy Portal. Please refer to Full Task List for more detailed information.

Right below the heading Task you find the following features which support you in finding the correct tasks:

1. The Axon Ivy Portal searches for your keyword in the task ID, name and description of the tasks in your task list.

2. On the right side of the Tasks section you can find the sort by Creation Date Expiry Priority

Each task in your task list has an own entry. The entry provides you with key information about the task allowing you an easy identification. The following information can be found in the task entries:

1. The Task Priority

2. The Task Name

3. The Task ID

4. The Creation Date

5. The Expiry Date which is the due date until when the task should be completed.

6. The Task Description

Statistics

The statistics you find under the heading Statistics on the right-hand side of your dashboard. The charts in this section allow you to grasp the overall situation at a glance.

Next to the heading you find a link Show all charts. This quick link routes you the Statistics page of the Axon Ivy Portal. Please refer to Full Statistics Page for more detailed information.

Within header of the chart, you find two navigation buttons (, ) allowing you to toggle between the available charts. Each chart then provides you with the following information:

1. The Chart Title helping you to understand the content of the chart

2. The Chart itself, which gives you a graphical representation of the data. Furthermore, you see the exact figures in the chart as well.

3. The Legend explains the different elements of the charts.

If you require more or different charts, you need to create them first. Chapter HowTo: Create chart explains in detail how to create new charts.