Insights Page Dashboard
Insights Page Dashboard
The Insights Page is designed to simplify task management and provide a clear overview of essential information. Here’s a detailed breakdown of its sections and buttons to help you navigate effortlessly:
1. Dashboard
The Dashboard is the first section of the Insights Page, offering a personalized view based on your user rights. The information displayed adapts to your specific system permissions, ensuring you see only relevant data.
2. Pending Onboardings
If there are onboardings that require your review and approval, you’ll find a link labeled Pending Onboardings. Simply click this link to navigate to the Onboardings page, where you can efficiently review and process the pending requests. Note that you will only see this link if you have Onboarding user roles assigned to your profile.
3. Pending Self-Certification
Users with Self-Certification rights will see a Pending Self-Certification link. Clicking this link provides access to entity records that require approval for self-certification. If you don’t have this user right, the link will not be visible to you.
4. Email Bouncebacks
If any onboarding invitations fail due to incorrect email addresses, an Onboarding Emails Bounced link will be displayed. Clicking this button lets you review the bounced onboardings, update the email addresses, and resend the invitations. Note that you will only see this link if you have Onboarding user roles assigned to your profile.
5. No Response to Onboarding Emails
The No Response to Onboarding Emails link shows onboardings that have not received a response from the invitee. Clicking this link lets you review invitations that are either expired or still pending completion. Note that you will only see this link if you have Onboarding user roles assigned to your profile.
6. Expiring and Expired Documents
You will find two links: Expiring Documents and Expired Documents. Clicking either will take you to the Document Library, where the relevant documents are filtered for easy access. Note that you will only see this link if you have the External Document Library user role assigned to your profile.
From there, you can:
- Request a new version from the entity
- Upload a new version yourself if you have it on hand.
7. Fresh Button
The Fresh Button allows you to refresh the page to view updates that have taken place. Simply click it to ensure you are working with the most current information.
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