Working with the dashboard
The dashboard panel provides a set of dashboards, each user has a set of personal dashboard that displays the information relevant for him and helps to have a global view of the application activity.
The dashboard panel :
- User view. Displays the actions that have been carried out in the system
- General view. Displays a global view of application activity.
- News. Displays information based on the scheduled user search queries.
- Mail. It's a virtual navigations across all the repository of mails.
- Workflow. Users work in company business process tasks.
- Keyword map. Displays a tag cloud based on all the repository keywords.
- Messaging. Displays internal OpenKM messaging.
- Forum. Displays a forum.
- Wiki. Displays a wiki.
- Meeting. Manages meetings with OpenMeetings.
Messaging is only available if you have enabled the Messaging feature.
Forum is only available if you have enabled the Forum feature.
Wiki is only available if you have enabled the Wiki feature.
Meeting is only available if you have enabled the OpenMeetings feature.
The results listed in dashboard boxes depends on the security level access for each user.
User view
In the user's information view, users can access some interesting queries about the last user operations.
The information is organized in several boxes:
Box | Description |
---|---|
Locked documents |
Displays a list with the actual documents locked by the user. |
Edited documents |
Displays a list with the actual documents checkout by user. |
Last download documents |
Displays a list with the last 20 documents downloaded by the user. |
Subscribed documents |
Lists subscriptions into documents by the user. |
Subscribed folders |
Lists subscriptions into folders by the user. |
Last modified documents |
Displays a list with the last 20 documents modified by the user. |
Last created documents |
Displays a list with the last 20 documents created by the user. |
Each box indicates the number of new items pending to be viewed by the user. When a user clicks on a row, application will open up automatically the repository destination node. |
General view
In the general information view, users can access some interesting queries about the last repository operations done by all users.
The information is organized in several boxes:
Box | Description |
---|---|
Last week top view documents |
Displays a list with the last 20 documents most viewed during last week. |
Last month top viewed documents |
Displays a list with the last 20 documents most viewed during last month. |
Last week top modified documents |
Displays a list with the last 20 documents most modified during last week. |
Last month top modified documents |
Displays a list with the last 20 documents most modified during last month. |
Last created documents |
Displays a list with the last 20 documents created. |
Last modified documents |
Displays a list with the last 20 documents modified. |
Each box indicates the number of new items pending to be viewed by the user. When a user clicks on a row, the application will open up automatically the repository destination node. |
In the mail information view, users can access some interesting queries about the last mails operations done.
The information is organized in several boxes:
Box | Description |
---|---|
Electronic mails |
Displays a list with the last 20 mails created. |
Attachments |
Displays a list with the last 20 attachments created. |
Each box indicates the number of new items pending to be viewed by the user. When a user clicks on a row, the application will open up automatically the repository destination node. |
News
The News view display information based on scheduled user search queries. Each query is shown into a separate box. As a push service ( usually executed every 30 minutes ) the results are refreshed.
More information about registering "Users news" at: Working with search.
Workflow
In the Workflow panel are shown the workflows on execution. The Workflow panel is organized in two sections:
- Workflow lists.
- Workflow detail.
Workflow lists
In the Workflow lists panel are shown the workflows on execution organized in two boxes:
- Pending tasks.
- Unassigned pending task.
The workflows at "Pending task" box has yet to be assigned to the logged user and are waiting for him.
The workflows at "Unassigned pending task" box has not yet beng assigned to a single user. There is a group of users who can auto assign the workflow themself ( one of them is the logged user ). The workflow is waiting for this auto asignation.
Workflow detail
In the Workflow detail panel itis shown the workflow details. From this view you can see low level information data like "process instance", "process definition" or "data" and also go to the next workflow task completing the workflow form.
To complete a workflow task:
- Click on workflow at Pending task box. It will be shown the workflow form.
- Fill in the workflow form.
- Click on any of the available buttons to submit the values.
Keyword map
The Keyword map view shows a tag cloud based on all the repository keywords. The Keyword map is organized in four sections:
- Toolbar.
- Browser.
- Tag cloud.
- Results.
- Keywords list.
- Results controller.
Toolbar
The toolbar is on top.
Feature | Description |
---|---|
Low detail |
Displays result nodes in low detail. |
Medium detail |
Displays result nodes in medium detail. |
Full detail |
Displays result nodes in full detail. |
Keywords |
Shows keywords used for filtering. |
Keyword selector |
The suggestbox selector helps to quickly choose the keywords for filtering. |
Clean |
Reset Keyword map view. |
Browser
The Browser panel is at the center. The panel is divided in two sections, at the top the Tag cloud ( visual representation of text data ) and at the bottom the Results table within the nodes that comply with the filtering rules.
Available features on results :
- Go to document.
- Go to folder.
- Go to e-mail.
In the "Medium" and "Full" detail view each node display its own associated keywords in two colors blue ( for what are used on filtering ) and grey.
Clicking on blue keyword you will remove from filtering rules.
Clicking on grey keyword you will add to filtering rules.
Keywords lists
The Keywords lists is at the right side. The keywords list is an stack panel organized in tree stacks:
- Related keywords.
- Top Keywords.
- All Keywords.
In the "Related keywords" stack are listed the related keywords based on the actual filtering rules. In the "Top Keywords" stack are listed the most commonly used keywords and finally in "All keywords" are list all the keywords.
Results controller
The results controller is at te bottom.
Feature | Description |
---|---|
Context selected |
Choose the context. Available context are:
|
Page results |
Set the limit of the nodes to be shown at the same time. |
Results |
Displays the number of results. |
Go to previous |
Go to previous list. |
Go to next |
Go to next list. |
Messaging
Messaging helps you proposing a nodes subscription to the users, sharing queries and sending text messages between users. The Message panel is organized in three sections:
- Message type
- Browser
- Preview
Message type
Message type is on left side. Message type is an stack panel with the following options:
- Propositions.
- Proposed queries.
- Messages received.
- Messages sent.
Feature | Description |
---|---|
Propositions |
Displays users who have proposed subscriptions to nodes. |
Proposed queries |
Displays users who have shared their search queries. |
Messages received |
Displays users who have sent messages to the user. |
Messages sent |
Displays users who you have sent messages. |
Bold users indicate you have pending information to be reviewed. |
Browser
Browser panel is on the top right. The panel list the messages based on "Message type" selection.
Bold message indicate you have still not previewed.
Right clicking on a message will show a contextual menu with Delete action.
Preview
Preview panel is on the bottom right. In this panel the message is previewed.
Feature | Description |
---|---|
Subscribe |
Subscribes to a node. Available when "Proposition" stack is visible. |
Execute search |
Executes shared search. Available when the "Proposed queries" stack is visible. |
Accept |
Accepts a shared search. Available when "Proposed queries" stack is visible. |
Forum
From the forum view you can manage all discussions on nodes and also create new forums not linked with any node.
Feature | Description | Need administrator grants |
---|---|---|
New forum |
Adds a new forum. |
Yes. |
Edit forum |
Edits a forum. |
Yes. |
New topic |
Adds a new topic to an existing forum. |
No. |
Post reply |
Posts a reply in an existing topic. |
No. |
Quote |
Quotes a posting. |
No. |
Edit post |
Edits a posting. |
No when you are the owner. |
Delete |
Deletes a post. |
No when you are the owner. |
Wiki
Display the main wiki page.
Field / Property | Description |
---|---|
Update |
Edits wiki contents. |
History |
Wiki page history. Available options:
|
Unlock |
Cancels wiki edition. |
Delete |
Deletes wiki page. |