Overview

The Dashboard provides a convenient way for the end user to access all the items that they are currently working on. Doc Assembler operates using a system of "assignments", so another way to state this is that the Dashboard shows all items that have been assigned to the user to work on.

The items are grouped under headings that reflect the role that the end user has in relation to the item.

These groupings are:

  • Report Items I've Initiated - Any item that the end user is the owner of (i.e has initiated the item). Usually this means that the item has been created from the Dashboard using the "Add" button on the "Report Items I've Initiated" group header.

  • Report Items for Co-Authoring **1** - Any item that the end user has been assigned to work on in collaboration with the item owner and other users. This section may also contain items that have been delegated to the end user to work on as the sole author.

  • Report Items for Review - Any item that the end user has been assigned to review on behalf of the item owner and\/or other users.

  • My Documents - any "simple structure" documents that the end user has initiated.

  • Action Items - any items arising out of minutes processing that have been assigned to the end user to action.

With the exception of the My Documents grouping, all items are summarised under the title of the document to which they belong. In the image below 3 documents are shown listed for the end user:

In the example shown above the end user has 3 items in the document named "Council Agenda 1st December", 1 item in the document named "Council Agenda 31st October" and 2 items in the document named "Finance Committee Agenda 15 December". There are also 3 items in the special grouping named "Completed". The end user can access a list of the items contained in one of the documents by clicking on the document they want to drill down on.

Refer to the Working with Items section of this user guide for further information.


[^1] Note that the name used to describe collaborators can be customised on a per site basis. The default value is "Co-Author", however it is possible that it is different for your site.