All the information, just for you.
On this Page
Navigation
Navigation between different areas of the personal page is accessible using the tab menu at the top of the content pane. The default area is the Dashboard.
Dashboard
This is the main area of the personal page. This page contains personalised content as well as insights into other tabs content.
Overdue Items
A list of your tasks or approvals that are currently overdue (due date before the current day).
You can access the tasks to update them using the 
arrow on the right side of each row.
This Week's Items
A list of your tasks or approvals that are due within the next 7 days (due date less than 7 days to the current day).
You can access the tasks to update them using the arrow on the right side of each row.
My Favourites
This carousel is a list of all records that you have favourited.
This list can be filtered and searched using the controls on the top right corner of the section.
Profile
This bottom section contains all of your personal information. Other users will only be able to see the following items:
-
- Forename
- Surname
- Role
- edison365 Title (Gamification Feature*)
- edison365 Leaderboard Position (Gamification Feature*)
- Number
- Time zone
- Website
- About
- Work Schedule
- Capabilities
- Interests
*All Gamification features can be disabled by your admin, so these may not be visible.
If you are connected to an Azure Active Directory, most of this will not be editable within edison365. Please contact your Azure Active Directory Admin to make changes.
Tasks
This is a list of all tasks you are assigned as owner across all records.
Any blue highlighted content within each table row will link directly to the target data.
Priority
The priority indicators have three colours:
- Red = High Priority
- Orange = Medium Priority
- Green = Low Priority
Status
Status shows the state of the task, there are three states:
- Submitted = Task has been submitted for review.
- Approved = Task reviewed and approved.
- Rejected = Task reviewed and rejected.
Actions
There are multiple actions that can be performed on a task.
The 
Send icon will allow you to make any necessary edit to the task. Once you are happy with the changes you can select submit within the edit modal to send the task for review.
The 
Recall icon can recall any submissions before the review has been complete.
The 
Message icon allows users to submit comments against the tasks. This is also used to display review feedback.
Cards
This is a view of all of your records across all capabilities.
Reviews
This is a list of all reviews you are assigned as a Stage reviewer across a records workflow.
Any blue highlighted content within each table row will link directly to the target data.
Days Remaining
This displays the number of days remaining for the review to be completed.
Checklist
This cell shows a count of all the complete tasks. Click the 
down arrow icon to expand the cell to see all the tasks information.
Complete?
This checkbox allows you to change the status from incomplete to complete.
-
- Unchecked = Task is incomplete.
- Checked = Task is complete.
Status
Status shows the state of the task, there are two states:
-
- Incomplete = Task is incomplete.
- Complete = Task is complete.
Actions
There are multiple actions that can be performed on a review.
The 
Check icon approves the review.
This is only available once all checklist items are marked as complete.
The 
Cross icon, rejects the review.
The Message icon, allows users to submit comments against the review. This is also used to display review feedback.
Items
This is a list of all items you are assigned as owner across all records.
Any blue highlighted content within each table row will link directly to the target data.
Status
Status shows the state of the task, there are three states:
- Submitted = Task has been submitted for review.
- Approved = Task reviewed and approved.
- Rejected = Task reviewed and rejected.
Actions
There are multiple actions that can be performed on a task.
The Send icon will allow you to make any necessary edit to the table item. Once you are happy with the changes you can select submit within the edit modal to send the item for review.
The Recall icon can recall any submissions before the review has been complete.
The Message icon allows users to submit comments against the tasks. This is also used to display review feedback.