Use your Dashboard page

The Dashboard menu option is visible to all users. Depending on user permissions, you will see either the Requestor view or the Administrator view.

Requestor view

Requestor dashboard

Dashboard section Description
My Requests

Shows a count of all requests you have submitted.
Open Requests Shows a count of all open requests you are associated with.
Requests

Shows the 10 most recently submitted requests for the current fiscal year.
My Assets Shows resources currently assigned to you.

Notes:

  • To see requests, you must be any of the following:
    • The requestor
    • Assigned to the request
    • An additionally-notified user
  • To view the request details page, click the request.

To filter your results:

You can show a subset of data by clicking a section of either a pie chart or graph. All information within the report adjusts accordingly.

You can also use the filters on the upper-left side of the page.

Dashboard filter

To filter requests by priority, click a colored priority button. To remove a filter, click the priority button again.

 

Administrator view

Administrator dashboard

Dashboard section Description
My Requests

Shows a count of all requests you have submitted.
Open Requests Shows a count of all open requests you are associated with.
My Open Assignments Shows a count of all open requests assigned to you.
Pending My Approval Shows a count of all requests needing your approval.
Requests

Shows the most recently submitted requests for the current fiscal year.
Notifications Shows the most recent system-generated email and text notifications.

Notes:

  • To see requests, you must be any of the following:
    • The requestor
    • Assigned to the request
    • Part of the approval process
    • An additionally-notified user
  • To view the request details page, click the request.

To filter your results:

You can show a subset of data by clicking a section of either a pie chart or graph. All information within the report adjusts accordingly.

You can also use the filters on the upper-left side of the page.

Dashboard filter

To filter requests by priority, click a colored priority button. To remove a filter, click the priority button again.