Martin Baker Secure Source-to-Pay Supplier Dashboard

Transcription

1 Martin Baker Secure Source-to-Pay Supplier Dashboard December 207 Copyright 207 Exostar, LLC All rights reserved.

2 Application Layout The Dashboard is the landing page for users accessing Secure Source to Pay, and is configured to be pertinent to them based on their role(s). The Dashboard is designed to provide useful summary information and alerts to users in order to draw attention to actions which they need to perform. The dashboard provides single click navigation to these important activities. In addition, users can access all areas of Secure Source-to-Pay available to their role from the menu items on the left hand side of the dashboard navigation. The options available on the menu are role specific, and users cannot see options their role does not permit. Dashboard The following steps describe how to manage and navigate the Dashboard Application Bar: Located in the upper right corner of the solution, the Application Navigation Bar provides access to navigation and setting features as follows: Application provides seamless navigation between modules (this is permission driven). Language allows you to set your preferred language. Home provides access to return to the main homepage. Sign Out allows you to log out of the system. Copyright 207 Exostar, LLC All rights reserved. 2

3 2. Vertical Navigation Bar Menu: Located on the left-hand side of all pages within the solution, the vertical navigation menu contains a list of links to the main tasks that the application can perform. Dashboard - navigation to the main Dashboard screen. Negotiations - navigation to the Top Level Project Folder overview. 3. Dashboard Content Area: Contains information and controls that make up a particular page of the application. Copyright 207 Exostar, LLC All rights reserved. 3

4 Dashboard Configuration Working within the dashboard content area, you can personalize the layout of the Dashboard according to your needs and preferences Quick Links allows access to sourcing functions to initiate a Negotiation. Quick links are fixed and can be named according to client requirements. 2. Widget content areas are pre-determined and can be personalized and moved around. 3. The Collapse/Expand Icon is used to manage content panes displays. Click to Collapse or Expand content panes. 4. The Close icon is used to close a specific content pane. 5. The layout of the page can be reorganized. Click/hold and drag/drop any content pane to move the widget. Copyright 207 Exostar, LLC All rights reserved. 4

5 Additional Dashboard Configuration Choose the content widgets that you would like to be displayed on your dashboard home page Click Modify Content link to access the content display options. 2. Select/Deselect the checkboxes to Show or Hide the content widget on the dashboard. 3. Click Save Changes or Cancel. 4. You can restore the dashboard to the default display by clicking Restore Standard Dashboard. Event Management The Event Management widget displays sourcing activities that require you to review or take action on. For example, this can be a list of published negotiations (such as a RFI) requiring review or those awaiting approval. Copyright 207 Exostar, LLC All rights reserved. 5

6 Event Summary The Event Summary widget displays activities that are currently ongoing. Navigation from Event Summary allows you to click and open any negotiation to review its status without having to go through the folder structure. Involvement Calendar The Involvement Calendar lists all ongoing and upcoming events in a calendar format. Copyright 207 Exostar, LLC All rights reserved. 6