Personal Page

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_right_alt_FILL0_wght400_GRAD0_opsz48 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_right_alt_FILL0_wght400_GRAD0_opsz48 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
    • Email
    • 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_FILL0_wght400_GRAD0_opsz48 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 outline_undo_black_24dp Recall icon can recall any submissions before the review has been complete.

The chat_FILL0_wght400_GRAD0_opsz48 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 arrow_drop_down_FILL0_wght400_GRAD0_opsz48down 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 outline_done_black_24dp Check icon approves the review. 

This is only available once all checklist items are marked as complete.

The outline_close_black_24dp Cross icon, rejects the review.

The chat_FILL0_wght400_GRAD0_opsz48 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_FILL0_wght400_GRAD0_opsz48 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 outline_undo_black_24dp Recall icon can recall any submissions before the review has been complete.

The chat_FILL0_wght400_GRAD0_opsz48 Message icon allows users to submit comments against the tasks. This is also used to display review feedback.