This article contains features released with the October Release 2020.
In this article we will be going over how to use the various functions of the Dashboard, which can help you easily find, sort and/or filter the flow overview to better help you in your everyday use of WISEflow. The various ways to search through and tailor the flow overview will be shown here.
The Flow Overview is the first thing you see whenever you open up the manager role in wiseflow. In this Flow Overview we have created a couple of different ways to filter and sort on which types of flows you would like to see in your list of flows. All of these settings we refer to as the managers Dashboard.
The dashboard has many ways of sorting and filtering in order to help you as a manager to keep track of and order your flows, to give a better overview over the flows you are currently on as a manager.
- Button that takes you to your FLOWSeries Overview.
- Button that takes you to your FLOWCombine Overview.
- Recently viewed: Shows your most recently viewed flows, for quickly getting back to them.
- Button that takes you to your FLOW Archive.
- Advanced search: Lets you search for flows based on specific requirements in different fields.
- Relation search: Lets you search up flows by only showing those related to the user added in the relation search.
- Flowtype search: Lets you search on specific flowtypes, so the flowlist only displays the flow types listed here.
- Association search: here you can specify the search to only show the flows on whether you are the primary relation(You created the flow) or the secondary relation (you were added to the flow).
- Reset: This button lets you reset the current filtering/search.
- Custom filters: Turns on or off custom filters you can put on search. You can see more about this here.
- Phases: These are the phases that flows are divided into to give a better overview of your flows. Each phase shows how many flows are in this phase, and clicking on the phase will change the flowlist to show the flows from this phase.
While managing flows you might be jumping between flows, and in order to help you quickly find flows you have already been to, we have added a way for you to quickly get back to your most recently viewed flows.
By pressing the "Recently viewed" field, you will get a window with your 5 most recently viewed flows. If you click on the flow, it will take you straight to the flow you clicked on. This can be a great help if you need to constantly move between two or more flows, so you dont have to find them in your flow list every time you switch between them.
You have the option to add your own custom filters to filter on certain more specific cases in wiseflow. These can be enabled by clicking on the "Custom filters" button above to the right of the phases.
- This button turns the custom filters on/off.
- Here all of your currently enabled
- Show Filters: This button will open up all of the available custom filters.
- Description: Lets you show/hide the description of your custom filters.
By clicking the custom filters button, you will unfold the custom filters, which are great for filtering for certain specific scenarios. For an example, while in your setup phase, you might have a few flows where you have added participants, but you have still not added any assessors to assess them. By adding and clicking on the custom filter "Without Assessors", it will filter your flow list to only show those flows that currently are without an assessor.
To turn off your custom filters, click on the custom filters button and the filters will be turned off on your flowlist.
There are 15 custom filters to choose from, that can be turned on in the view of the custom filters. All of them might help you find specific flows or help you make sure that every flow has been setup correctly or the exam is being processed correctly.
Note: You can only have 5 custom filters active at the same time. You can always switch them out, but there is always only room for 5 to be displayed at the same time.
Flow list tailoring:
Your Flow list might, the first time you look at it, contain a fair amount of irrelevant columns that have no importance to your job as a manager. If this is the case, then there is an option to remove and add columns from your flow list view.
By clicking in the top right corner of your flow list, you will gain access to a wide array of columns that can be used in the list of flows.
In this menu you will have the option to toggle over 30 different columns on your flow list. At the top of this list you will be able to see 2 numbers related to how many columns you can toggle and how many you have chosen to toggle on.
We recommend that you keep your active columns to be 10 at the highest if you want to avoid having to use a sideways scrollbar in the table in order to get access to all of the information from all columns.
After finding the flow you are looking for, if you want to skip going to the flow page, you can always click on the icon to the left of the "open" button, which will open up a menu that can give you a shortcut to the available subpages on the flow.