Summary: This article provides an overview of the various sections of the Vantaca dashboard, which allows the user to quickly see an overview of Unread Messages, a summary of Action Items and notifications of recent software updates.
- Orient the user to the Vantaca dashboard page and the Action Center Panel
- Review messages upon login for any urgent matters
- Identify Action Items assigned to you in order to see what is on your "To-Do" list
- Review any recent updates to system
Upon logging into Vantaca, you will see a dashboard screen with an overview of your Unread Messages, Action Items and Updates.
To navigate back to your dashboard from other screens, roll over the Home button on the top navigation bar, and select Dashboard from the drop down menu.
From here you can view Unread Messages, which are located at the top of the dashboard. Right click to display a menu that allows you to mark the messages as read, send a message, or select the associated item.
Below the Unread Messages is a summary of the Action Items assigned to your role, categorized by step. Click Select to begin working with that type of Action Item.
The Updates section contains messages from your System Administrator with announcements on new features and system changes.
The Action Center panel has two tabs: Action Center and Call Center. The Action Center tab has details of the Action Item that you are actively working with. You can click the Association name to link to the Action Item pages in the main screen or click the Owner name to link to the Owners Action Items page. This tab is especially convenient because your Action Items details will remain anchored in the left panel while you simultaneously navigate in the main screen.
Click the Menu icon to step the Action Item, send a message, skip the item, or edit it. Click the paper clip to view the Action Items attachments. Depending on the type of Action Item you are working with, you may have additional action buttons such as Approve or Decline.
The Call Center tab in the left panel allows you to search for an Action Item by the action item or the XN number. Once you have searched for the XN, or Action Item number, you can use the Ledger, Activity, Action Item and XN buttons at the bottom of the panel to those screens.
If you would like to hide the Action Center panel, click on the arrow in the middle of the green bar between the left panel and the dashboard. Click again to show it. You can also resize the panel by hovering over the bar until your mouse cursor turns into arrows. Click and drag to resize the left panel.