Dashboard

The first page you see after logging in to your qmsWrapper account is the Dashboard. The Dashboard displays documents and Issues concerning your interaction. Furthermore, recent conversations, unread messages, upcoming meetings and To Dos are displayed here. The Dashboard module is available in the upper corner of the sidebar.
 

Dashboard FrontPage


The 'Back' button is used for navigating the user to the previous page.
The 'Refresh' button is available on the top of the window and is used for refreshing the entire page.
It is also available for each section of the Dashboard separately and it is used for refreshing particular section.

 

Sidebar

1. The Sidebar is available on every page. To expand the sidebar on the left, please click on ’Toggle Sidebar’ in the top left corner of the page.
 


2. When the sidebar is expanded, you can see the name of all qmsWrapper modules. You can easily jump between them by clicking on any. (e.g. Conversation).
 

Dashboard Sidebar

 

Issues assigned to me

In this section, you get a summarized list of all open Issues that are assigned to you.
Issues can only have one Assignee. This gives a crystal clear accountability, it’s always evident who is handling the Issue, who did what and when.

  1. In the example below, we can see the user has currently one issue assigned to. We can see the information about the Issues, such as Issue type ('check' symbol for Tasks, 'bug' symbol for Bugs, etc.), ID, Priority, Status and the Issue name.
     
  2. Click on the Issue to open it, and to start working on it on the Issue details page.
     
  3. Click on Edit buttonbutton to Edit an Issue. 'Edit issue' window will appear and user can change the data fields.
    Each field that is available on the creation of an Issue can be edited. Please note, that you can change the Status of the Issue depending on your Project role and on the definde Workflows.
    Optionally, you can add comments into the Comment field, which could be useful in summing up the updates you made to the Issue.

    When you have finished making changes, click Update.
    Every change made to an Issue will be displayed in the 'Activity' section of the issue.
     

    Issues assigned to me

 

Issues created by me

'Issues created by me' is a list of all Issues that are created by you. By clicking on an Issue, you can get to the details page of the Issue and easily update it. You can see the information about the Issues, such as Issue type ('check' symbol for Tasks, 'bug' symbol for Bugs, etc.), ID, Priority, Status and the Issue name.

Issue can be updated clicking on edit button button.

You can check out how issues can be edited through this option in the previous section.
 

Reported issues

 

QMS Issues assigned to me

QMS related issues assigned to you are displayed separately in the section ‘QMS issues assigned to me’. This section is in the list form as well, and you can see information about the issues, such as Issue type, ID, Priority, Status and the Issue Name. Clicking on an Issue, you can get to the details page of the Issue and easily update it.

Issue can be updated clicking on Edit button button as well.

You can check out how issues can be edited through this option in the 'issues assigned to me' section.
 

QMS issues assigned to me

 

Following Issues

The 'Following Issues' section is a list of all open Issues you follow. Follower users get a mail about the details of the Issue every time the Issue has been updated. Click here to learn more about Following Issues.

We can see the information about the Issues, such as Issue type ('check' symbol for Tasks, 'bug' symbol for Bugs, etc.), ID, Priority, Status and the Issue name. Clicking on an Issue, you can get to the details page of the Issue and easily update it. Issue can be updated clicking on Edit button button as well.

You can check out how issues can be edited through this option in the 'Issues assigned to me' section.
 

Following issues

 

Documents approval

Documents waiting for your approval are displayed in this section of the Dashboard. There is information about the name of the document, the time the document was sent for approval, the sender user, and about file version.


Document approval is managed by File Approval Workflows in Administrator Settings.

For example, a document about costs in the company's marketing department needs to be approved by the CEO of the company. The user sends the document for approval to the CEO. The document will be displayed in the 'Documents approval' of the CEO user's Dashboard.

Documents review
 

  1. To preview the document, click on the 'Preview File' button ('Eye' icon) next to the file.
    Only the following files can be opened for preview:
    - plain text documents (with extensions .txt, .php, .csv … and other text based documents),
    - pdf files,
    - image files (.jpg, .jpeg, .png, .gif, .bmp)
     
  2. To preview file details, click on the ‘three dots’ button and select ‘File details’. ‘File details’ window will appear and it contains four sections. In first section, user can see information about file - name, type, size, location, owner, date when is created and modified and version number. Next is ‘Version’ section where user can see all versions of the file and download each of it. In ‘Approval history’ section user can see if the file is approved, which version of a file is approved and who approved it.
    In 'Review History' user can see if the file is sent for review to other user and comments which are added.
     
  3. To go to the Storage location of the document, select ‘Reveal in Storage’.
  4. To download the document on your computer, select 'Download'
  5. To approve or decline the document, click on either 'Approve' or 'Decline'.
    In the 'Additional information' window, please enter your 4 digit Document Approval PIN, and optionally add any comments about your decision. Click 'Approve'. 
    Click here to learn How to approve documents.


     
  6. When you approve or decline the document, it disappears from the 'Documents Approval - Waiting for me' section. To view Approved and declined document again, click on the 'Waiting for me' drop-down list in the top-right corner and select 'History'.

For a list of more documents you can choose the following options from the drop-down list: 'Waiting for me', 'Sent by me' and 'History'.

‘Waiting for me’ is the list selected by default, so you can always see first the documents waiting for your approval.

Sent by me is the list of all documents that have been sent for approval by you.

History is a list of all documents that have been approved or declined and somehow are related to you - either you were the sender, or you were the user who received it for approval.

To set your 4-digit Document Approval Pin, please go to your Profile Settings. Click here to learn How to set your Document Approval PIN.

 

Documents review

Documents can be sent for review and documents which waiting your review are displayed in this section of the Dashboard. There is information about the name of the document, time the document was sent for review, the sender user and about file version.

Using same example as for document approval, a document about costs in the company's marketing department will be sent for review by the CEO of the company. The user sends the document for review to the CEO. The document will be displayed in the 'Documents review' of the CEO user's Dashboard.

Document review

  1. To preview the document, click on the ‘Preview File’ button (‘eye’ icon) next to the file.
  2. To preview review history, click on the ‘Review history’ button. To preview added comments, click on ‘Comments’.
  3. To preview file details, click on the ‘three dots’ button and select ‘File details’. ‘File details’ window will appear and it contains four sections. In first section, user can see information about file - name, type, size, location, owner, date when is created and modified and version number. Next is ‘Version’ section where user can see all versions of the file and download each of it. In ‘Approval history’ section user can see if the file is approved, which version of a file is approved and who approved it. In ‘Review history’ user can see if the file is sent for review to other user and comments which are added.
  4. To open the file within Desktop Application, select ‘Open with Desktop Application’.
  5. To go to the Storage location of the document, select ‘Reveal in Storage’.
  6. To download the document on your computer, select ‘Download’.
  7. To add comment about file which is sent for review, click on the ‘Finish review’ and write your comment.

For a list of more documents you can choose the following options from the drop-down list: 'Waiting for me''Sent by me' and 'History'.

'Waiting for me' is the list selected by default, so you can always see first the documents waiting for your review.

'Sent by me' is the list of all documents that have been reviewed by you and of which review workflow is finished.
 

To Do List

This section is a summary of your uncompleted To Dos. Since To Dos are notes to yourself, it is good to get a reminder about them on your Dashboard right after you logged in, isn't it?

You can complete your To Do by checking it’s check box. When the To Do is closed, it disappears from the list.

 

Recent Conversations 

This section of the Dashboard shows you recent chat conversations, group chat conversations, Topics, and Meetings. If you have received new messages, the conversations are marked with a red dot. Here’s an example:

In our example, the first Conversation is a group chat with Mary Major and John Doe, and the second Conversation is a Meeting (Wednesday Meeting). The third one is a private chat with John Doe, the 4th and the 5th Conversations are called Topics.

You can distinct those Conversations by their symbols. When you get a new message, you get a notification in the top-right corner of the screen and the Conversation is marked with a red dot.

To open a Conversation, just click on it. For example, let’s open the group chat.

You can view the discussion between you and the Participants now. Go back to the Dashboard.

When you get a new message, a notification appears in the top right corner of your window. In the Recent Conversation thread, the most recent conversations are presented on the top, as you can see in the example below:

 

Meetings

This section displays your upcoming Meetings, either you are assigned to the Meeting as a Participant or as a Host. The Meeting Subject and the Start date is displayed. All Meetings starting from the current minute until the end of the next week are listed in this section of the Dashboard.

  1. Click on the Meeting, to navigate to it's details page.


     
  2. The Meeting can be started by clicking on the 'Start meeting' button. It is only available to the Host user, and the Host can start the Meeting at any time.



The Meeting can be started also from the details page of the Meeting by clicking on the 'Start meeting' button on the top of the page.

 

Profile Settings 

To go to Profile Settings, please click on your user name in the top-right corner of the screen and click on the 'Profile settings' button ('wrench' icon).

 

Uploads

With a click on the ’cloud’ icon, you can view your recent uploads.

 

Scroll down

To scroll down on the page, click the ’scroll down’ button next to the Sidebar.

Scroll down

To shrink the view of the Dashboard threads and load more items, click on the double arrow icon again.

 

Toggle Expanded View

To expand the view of the Dashboard threads and load more items, simply click on the double arrow icon in the right corner of the thread.

 

Move Thread Down/Up

You can change the order of Threads by your preferences. The Dashboard should provide a quick overview of your tasks and activity in qmsWrapper. If you use Team Communication quite frequently, it is useful to move the 'Recent Conversations' Thread to the top of your Dashboard. However, if you use the Project Management module more and need a quick access to Issues, you could move them to the top of the Dashboard to always have them on the first look.