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link_pdf.gifDashboards Overview

OneOffice Dashboards provides a powerful and flexible mechanism for building customised, context-sensitive information into the OneOffice user interface.  Their content is determined by the context in which a user is operating, the user's role and by specific events or actions.

OneOffice Dashboards have three modes of operation:

Role-based dashboards provide a "home" page that is displayed when the user connects to OneOffice. This may be used to display summary information relating to the user or the user's role. It may additionally provide links to commonly used functions or even embed aspects of some external applications within the page. This content may be customised at user or role-based levels to show a home page relevant to each individual user.

Context-sensitive dashboards provide additional information and processing options relating to the task that the user is performing. As the user navigates through OneOffice programs selecting different customers, suppliers, products and so on, the context-sensitive dashboard pane is automatically updated to show information relating to the user's current activity. This content may be customised at user or role-based levels to show information relevant to each user.

Alert & task dashboards provide additional information and processing options relating to an alert or task that the user has elected to view. This provides the capability to show any information related to that alert or task depending on the user's role and what they are doing.

Key features at a glance

  • Role-based dashboards show job specific KPIs, management and summary information to each user
  • Context-sensitive dashboards are automatically updated based on the task a user is currently performing
  • Gets the right information to the right people at the right time
  • Displays supporting information for alerts & tasks directed to a user by OneOffice workflow
  • Information is straightforward to customised to the needs of each user and role

Customer benefits

  • Provides a common platform to distribute all types of business information
  • Enriches conversations with customers by providing appropriate information, when it is relevant
  • Supports informed decision using information that is both accurate and current
  • Use of standards based technology ensures that dashboards are straightforward to build and easy to modify