Introduction to the Manager Dashboard

This article has been updated to reflect the enhancements that will be available after Friday 31 January as part of the January Release 2025.

The manager role is designed for people who create and manage assessments and are responsible for the associated administrative tasks. As a manager, you determine when an assessment will take place, what format it will be conducted and what user groups will be associated in terms of participants, assessors, reviewers, invigilators etc.

In this article, we will be going over how to use the various functions of the dashboard, which can support you in quickly finding, sorting and/or filtering the flow overview better to help you in your everyday use of WISEflow. The various ways to search through and tailor the flow overview will be shown here.

Flow Overview

The flow overview is the first thing you see when you open up the managing role in WISEflow. In this flow overview, we have created a couple of different ways to filter and sort which types of flows you would like to see in your list of flows. We refer to these settings as the manager's dashboard.

The dashboard has many ways of sorting and filtering to help you as a manager keep track of and order your flows and give a better overview of the flows you are currently on as a manager.

1. Link to your Combination of Flows or Sequence of Flows Overviews
2. Shows your most recently viewed flows for quick access
3. Takes you to your archived flows (see below for more information)
4. Advanced search for flows based on specific requirements in different fields
5. Search for flows by only showing those related to the user added in the relation search
6. Search for specific flow types, so the flow list only displays the flow types listed here
7. Filter the overview only to show the flows where you are the primary relation (you created the flow) or the secondary relation (you were added to the flow)
8. Reset the current filtering/search
9. Apply phase filters for the different phases your flows are in (see below for more information).
10. 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 flow list to show the flows from this phase.

While managing flows, you might be jumping between flows, and to help you quickly find flows you have already been to, we have added a way for you to get back to your most recently viewed flows quickly.

The Recently viewed button will present you with a list of your five most recently viewed flows which you can navigate directly to by clicking on the relevant flow name. 

Phase Filters

You have the option to filter your list of flows by using Phase filters to filter on specific criteria in WISEflow.

1. This button turns the phase filters on/off.
2. Here are all of your currently enabled settings.
3.   Open up all of the available phase filters.

There are 18 filters to choose from.

You can only have five custom filters active at the same time. 

Flow List Tailoring

The columns listed in your list of flows can be configured to show only the columns you find useful.

By clicking on in the top right corner of your flow list, you will access the list of available columns that can be viewed in the list of flows. The columns can be adjusted for the individual flow phases. 

In this menu, you will have the option to toggle over forty different columns on your flow list. At the top of this list, you will be able to see two icons with numbers related to how many columns you can select and how many you have chosen to select .

We recommend that you select a maximum of 10 if you want to avoid using a sideways scrollbar in the table.

You can choose to go directly to a flow sub-page by using the list of shortcuts. Use the menu button next to the Open button.

Each column displayed will nearly always offer the opportunity to go directly to the relevant sub-page. In the example above, the number of assessors displayed will link directly to the assessor allocation page.

Flow Archive

Flows are automatically archived one month after a finalised flow (the marking period has ended). This means that the flow is saved and archived for everyone involved. Archived flows can be accessed for viewing, where most editing access has been revoked. As a manager, you can reopen an archived flow at any time to gain access to editing the stored information.

Archive Overview

1. Link to your archived Combination of Flows and Sequence of Flows Overview
2. Returns you to your current (non-archived) flows (see above for more information).
3. Advanced search for flows based on specific requirements in different fields
4. Search for flows by only showing those related to the user added in the relational search
5. The archived flows are sorted by year, and you can either browse through them by year or make an advanced or related search across all years
6. Search by flow title, subtitle, code or ID in a specific year
7. Filter by flow type or module in a specific year
8. Filter the overview only to show the flows where you are the primary relation (you created the flow) or the secondary relation (you were added to the flow)
9. Reset the current filtering/search.
10. Select the columns that should be displayed in the flow list overview.
11. Shortcut to available subpages of the flow.

Click on in the list to open a flow. Once opened, you can see at the top that the flow is archived. Flows in the Archive cannot be edited, meaning that all actions that change the flow settings are unavailable/prohibited. The participation monitor will still be available, but the detailed log for each participant will no longer be visible after 13 months from the last timestamp of the specific log and can then only be accessed by contacting UNIwise support.

To edit a flow, you have to reopen the flow by clicking on the three stripe symbol in the upper right-hand corner and clicking Reopen flow.

Reopening the flow changes the end of the marking period to the first day of the current (at the time of reopening) month. This is because flows are only active during the 60 days after the marking period has ended.

You can also force an ongoing flow to the archive after the marking period has ended and in the Concluding phase. By clicking on the three-stripe symbol, you have the option to end the flow and move it to the Archive.