This section describes the default features of the Work Dashboard tab. (Your tab might look different because of customizations made for your organization; consult your system administrator or workflow designer.)
The right side of the Work Dashboard tab displays several sections that give you access to typical Work Dashboard actions. The sections are described below:
Table 8-1 Sections of the Work Dashboard
|
Section |
Description |
|---|---|
|
Task Notifications |
Lets you check the workflow queue for tasks that have been assigned to you or to a user whose tasks you are permitted to manage. |
|
Resource Assignments |
Allows you to see what resource assignments you have, and also make requests for additional resource assignments. |
|
Role Assignments |
Allows you to see what roles you have, and also make requests for additional role assignments. |
|
Request Status |
Allows you to see the status of the requests you’ve made. It lets you see the current state of each request. In addition, it gives you the option to retract a request that is still in process if you have changed your mind and do not need to have the request fulfilled. The Request Status display includes provisioning requests, role requests, and resource requests in a single consolidated list. |
The Work Dashboard also includes a User Profile section in the upper-left corner of the screen. This section of the page lets you manage work for other users, groups, containers, and roles. In addition, it lets you manage your settings and team settings, and also make process requests (also known as provisioning requests).
The actions available within the User Profile section are described below:
Table 8-2 Actions Available From the User Profile Section
|
Action |
Description |
|---|---|
|
Manage |
Allows the current user to select a particular user, group, container, role, or team and use the Work Dashboard interface to manage work for the selected entity type. After the user selects an entity, the data and access permissions on the Work Dashboard pertain to the selected entity, rather than to the user currently logged on. However, when the user is in Manage mode, the Settings and Make a Process Request menus still apply to the logged-in-user, not the selected entity in the Manage control. |
|
Settings |
Give you the ability to act as a proxy for another user. In addition, they allow you to view your proxy and delegate assignments. If you are a team manager or Provisioning Application Administrator, you might also be permitted to define proxy and delegate assignments, as well as team availability settings. |
|
Make a Process Request |
Allows you to initiate a process request (also known as a provisioning request). By default, this action is not included in the User Profile section of the Work Dashboard. The Make a Process Request menu does not allow you to make attestation, resource, or role requests. The interface for submitting these requests depends on the type of request you want to make, as described below:
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