Sign-off dashboards

The default implementation of the Sign-Off Module comprises four separate widgets, each of which you can save as a separate bookmark:

• Sign-Off Task Definitions: managers create and administer tasks

• Sign-Off Toolbox: view and work on the sign-off tasks assigned to you

• Sign-Off Task Instance Summary : view the status and the percentage completion progress of initiated sign-off tasks

• Sign-Off Header: view all the information (read-only) on the task currently selected in the Sign-Off Toolbox

The widgets are ActiveUI elements that you can modify. For a complete reference guide on the actions that you can perform on widgets, see the ActiveUI documentation.

Sign-off Task Definitions

The Sign-Off Task Definitions widget is the control centre for all the tasks created. Managers can perform the following actions on the inventory of sign-off tasks:

Action	Description
Creating tasks	Manually create one task at a time. Tasks are Saved, not automatically published.
Bulk uploading multiple tasks	Prepare and upload a CSV spreadsheet of tasks based on the provided template.
Copying tasks	To quickly create a new task based on an existing one.
Viewing task details	Display a read-only summary of the task parameters, workflow type and scope.
Modifying tasks	Edit tasks that are not yet published.
Removing tasks	Either archive or delete tasks, depending on their status

 

Sign-Off Toolbox

The Sign-Off Toolbox widget displays the scope detail of the sign-off tasks defined in a category. You can use the dropdown boxes to select the category and Sign-off task to filter any view on a sign-off task. The date is automatically the latest date. You can use the Content Editor to change the date.

What 's displayed

A dropdown list presents tasks for which you are the designated examiner or approver, depending on the role you are signed in as. The list is organised by server, based on the Sign-Off server selected when the task was created.

Clicking a task in a status Pending or Initiated displays the following information by default:

• An indicator showing the date the task was initiated, that is, when the snapshot of the data was taken.

• Information about the task status in the Sign-off Task Details panel. This includes the domain it is composed from, latest comment in the sign-off workflow regarding the task, audit trail of adjustments made to the task.

• Options to work with the task:

  • Initiate (if Not Started)

  • View the audit trail for the task.

  • Submit for approval.

  • (Manager) Approve if no further investigation is required, or reject an approval request (revert to the Sign-Off Controller for them to make further adjustments)

Additionally, you can build a pivot table view of the scope (that is, the underlyings) of the task. You can also create a dashboard with any elements (for example, charts) consistent with the defined category. The Toolbox then applies filters that are related to the scope of the selected task. For example, Desk EQUALS Bonds.

See Setting up a dashboard from the Sign-off Toolbox

Setting up a dashboard from the Sign-off Toolbox

Click the thumbnail to see an animation of setting up a dashboard from the Sign-off Toolbox:

To set up a dashboard from scratch:

1. Click Sign-off Toolbox.

   The category and task dropdown boxes are displayed. All workflow buttons are grayed out.

2. Select a category.

3. Pull in relevant tables and charts for the category.

4. Save as a dashboard with a meaningful title relevant to the category.

   This means that in the dashboard, the category is now saved as a filter. The filter for the Accelerator cube is activated as soon as you select a task. Whenever you reload the dashboard, the category filter will remain, but not the task filter.

Sign-Off Task Instance Summary

The Sign-Off Task Instance Summary widget displays the status and the percentage completion progress of initiated sign-off tasks at the AsOfDate.

You can customize the colors and percentages displayed in the progress bar using the settings.js configuration file.

For details, see Customizing sign-off workflow in the Sign-off Module Developer Documentation.

If you need to add columns, use the ActiveUI native content editor. For details, see the ActiveUI documentation.

Export Status

When the task is exported, you can click on the progress bar to view the status of the export process in the Sign-off Task Export Status panel.

See Exporting approved task data

Sign-Off Header

The Sign-Off Header widget provides a read-only view of the task currently selected in the Sign-Off Toolbox widget. It is useful for information purposes.