Step by step - Supervisor Dashboard

This guide is primarily aimed at the supervisor. He describes his employee's current tasks as well as those that could be assigned to them. It also addresses priorities and deadlines. To access the details of a feature, drag the mouse over the title of the feature and use the left button to expand its description.

Section - My Employees

• Display employee details
• Assign tasks to an employee

Section - Functionalities

• Update Procedure Priorities and Deadlines

  • Display details of a procedure’s priority and deadline updates
  • Update the priorities and deadlines of a procedure

• Bulk Changes on Tasks

• Assignation of Tasks

  • Assign/reassign tasks to an employee or group of employees
  • Modify task assignment
  • View task details

• Display and print a procedure diagram

  • Display and print a procedure diagram

Workflow provides users with a series of three interactive reports allowing them to generate data based on the selected parameters. To find out more about the procedure for generating and printing interactive reports, click on: Interactive reports: The three reports available in Workflow are:

1. List of Tasks This interactive report lists tasks according to different criteria, such as procedure number, priority, identifiers, status, etc. (604:2006).
2. List of Procedures This interactive report lists the procedures according to different criteria, such as the start date, the procedure number, the status, the task, etc. (604:2007).
3. View Procedures on Hold This report displays pending procedures based on different criteria, such as procedure number, last completed task, organizational unit, due date, etc. (604:2020).