The My Direct Reports Dashboard functions in a very similar manner to your Main Dashboard, but provides a view of your direct report(s) information.
The Direct Reports Assignment Status Chart
You can use this assignment chart to check your direct report(s) training progress and see which documents, they are authors of, are coming up for review or reaching their target approval dates. For issues/change controls and tasks, the chart shows assignments along with the specific due date(s) for that item. If a direct report is an author or editor of an open audit this information will be here as well.
Drilling Down the Assignment Status Information
To view the relevant module information, click on the appropriate chart bar to drill down the screen. As a reminder, the color statuses represent:
- Yellow: At-risk items that are due by the end of the next calendar month
- Green: Compliant and completed items
- Red: Overdue items
If you would like to see all information, regardless of the status, click the 'view all' option. You may also toggle between a numerical or percentage view.
The table will drill down with the information. You may add/remove columns and sort the table as needed. You may also export the table.
The Signatures Needed Chart
You can use this chart to view all signatures that are needed from your direct report(s). The status colors clearly indicate urgency:
- Light Blue: signature is due today
- Medium Blue: signature is due today as it is now 1-3 days past due
- Dark Blue: signature is due today as it is now 3+ days overdue
Delegating a Signature
If your direct report(s) have an outstanding signatures needed, you may delegate this signature on their behalf from this chart, as long as the workflow step is configured to allow delegation.
Click on the center of the signatures widget. The screen will drill down the information.
Click on the delegation icon next to the signature that you want to reassign.
Select another user to complete the step and save when finished. As a reminder, these settings, including delegation and who can complete the signature, are all set at the category level of the items.
The new user will be reflected in the table on this dashboard, for that item, if the new user is also your direct report.