campuslogicinc

Introduction

The Dashboard page contains a collection of insights used to visualize current transactional data. All user types have access to the dashboard page and by default access it when logging into StudentForms.

Dashboard

The Dashboard is broken up into three transaction insights using live data. All users have access to at least one insight. All insights display data relevant to the roles a user has. For example, if a user only has the SAP User role they will only see data pertaining to the SAP Appeal transaction in each of the insights and will not see data for other transaction types, such as Verification.

Transaction Aging

The Transaction Aging insight displays the number of days that students’ transactions are aging. The aging starts from account creation through to file review complete. The report is primarily grouped by day ranges, secondary grouped by award year, and displays the number of files in each day range.

• select a Transaction Type to filter down by a specific transaction
  • transaction types are filtered by user roles (i.e. SAP User only has access to SAP transaction data)
• select an Award Year to only display by a specific award year

Transaction Status Aging

The Transaction Status Aging insight displays the number of student transactions that are in each transaction status and the number of days that they have been in that status.

• select a Transaction Type to filter down by a specific transaction
  • transaction types are filtered by user roles (i.e. SAP User only has access to SAP transaction data)
• select an Award Year to only display by a specific award year

Transaction Activity

The Transaction Activity insight is an inflow (transaction created)/outflow (transaction completed) report that shows the number of transactions that are created and the number of transactions that are completed each day.

• select a Transaction Type to filter down by a specific transaction
  • transaction types are filtered by user roles (i.e. SAP User only has access to SAP transaction data)
• select an Award Year to only display by a specific award year
• select Filter By date range to broaden timeline of data being viewed (defaulted to Last 30 Days)
• select the View By display to change viewing the data by months, weeks, or days (defaulted to Weeks)

Updating Dashboard and General User Settings

Users can manage which insights they wish to view on the Dashboard page, along with general user settings.

• click on the Settings (cog icon) on the top right corner to access the Settings modal

Under the Graphs tab, users can manage which insights they wish to view on the Dashboard. By default, all available insights based on their user roles are enabled.

• click the Enabled switch on an insight to turn off/on the display

The General tab allows users to manage account preferences.

• Login To Workflow: this switch allows a user to determine if they want to either land on the Dashboard page or the Workflow page upon login to StudentForms. When disabled, the user will login to the Dashboard page. When enabled, the user will login to the Workflow page.