Differences

This shows you the differences between two versions of the page.

--- home_page_widgets [2016/09/19 10:04] – lisa.maloney
+++ home_page_widgets [2024/08/26 17:30] (current) – tina.robles
@@ Line 3: / Line 3: @@
 The Widgets on the Home Page allow you gain quick insight into your Contracts, Claims, Deductions and Exceptions.
 Clicking the green circle will re-direct to the related data.
+{{:pasted:20240826-172933.png}}
 -----
 **Contracts Waiting on Me**
-This widget displays a count of your draft contracts and contracts which need your approval.
+This widget no longer exists.  It was combined with the My Contracts and Contract Approval widgets.
-{{:pasted:20160222-163307.png}}
 -----
-**My Expiring Contracts**
+**My Contracts**
-This widget displays a count of contracts which expired within the past 10 days and contracts which will be expiring.  The count does NOT include contracts which already have a renewal or Terminated contracts.
+This widget displays a count of contracts which the user has created or has create rights.  Draft, Expired in the last 10 days and contracts which will be Expiring within certain time frames display.  The count does NOT include contracts which already have a renewal or Terminated contracts.
-{{:pasted:20160526-112157.png}}
+{{:pasted:20230605-114759.png}}
 -----
-**All Expiring Contracts**
+**All Contracts**
-This widget displays a count of //all// contracts in the system which expired in the past 10 days and contracts which will be expiring.  This differs from the My Expiring Contracts in that it not based on the contract creator - this gives an overview of all expiring contracts.
+This widget displays a count of all contracts in the system that the user has visibility to.  Draft, Expired in the last 10 days and contracts which will be Expiring within certain time frames display.  The count does NOT include contracts which already have a renewal or Terminated contracts.  This differs from the My Contracts in that it not based on the contract creator - this gives an overview of all contracts based on the user's contract visibility.
-{{:pasted:20160817-095327.png}}
+{{:pasted:20230605-114827.png}}
 -----
 **Contracts Approval**
-This widget displays a count of the user's submitted contracts which are waiting for approval, and a count of their submitted contracts which have been approved in the past 30 days.  The Contracts Awaiting Approval widget displays contracts in evaluation where the user is either the contract creator or the contract editor.
+This widget displays counts for Contracts in an Evaluation state that the user has visibility to and is based on the criteria listed.
-{{:pasted:20160707-144103.png}}
+**All Contracts Awaiting Approval** is a count of contracts which are in Evaluation that the user has the ability to Approve.
+**My Contracts Awaiting Approval** is a count of contracts which are in an Evaluation state that I submitted or sub-approved that are waiting the next level of approval or final approval.
+**Approved in the Past 30 days** is a count of contracts approved during the last 30 days.
+**Contracts Awaiting My Approval** is a count of contracts which I need to Approve.
+{{:pasted:20230605-114858.png}}
+-----
+**Contracts with No Activity**
+The Contracts with No Activity Widget displays a count of active contracts, based on the percent of contract timeframe completed, which have no claims on the contract.
+{{:pasted:20230605-114927.png}}
+-----
+**Operator Requests**
+This widget displays a count of new operators created. Only users who are set up with permissions to this feature will have access to the operator request grid.
+{{:pasted:20230605-114945.png}}
 -----
 **Claims**
@@ Line 32: / Line 54: @@
 This widget displays a count of claims in a Draft, Evaluation, Pended and Submitted status.  The Total Amount Requested is displayed for each of the status reasons.
-{{:pasted:20160222-170322.png}}
+{{:pasted:20230605-115003.png}}
 -----
 **Pended Claims**
@@ Line 38: / Line 60: @@
 This widget displays a count of claims which are Pended by pend reason.  This also displays the Total Amount Requested for claims Pended for each pend reason.
-{{:pasted:20160222-170518.png}}
+{{:pasted:20230605-115024.png}}
+-----
+**Claims - Days since Creation**
+This widget displays a count of aged claims based on the Create Date for VIP claimants and Non-VIP claimants.  The Aged Days is the count of days from the Invoice Create Date till today.
+{{:pasted:20230605-115043.png}}
 -----
 **Active Rejected Claims**
@@ Line 44: / Line 73: @@
 This widget displays a count of claims Rejected this week, last week and two weeks prior.
-{{:pasted:20160222-170941.png}}
+{{:pasted:20230605-115103.png}}
 -----
 **Deduction - State**
@@ Line 50: / Line 79: @@
 This widget displays a count and amount of Deductions by deduction state.
-{{:pasted:20160222-171646.png}}
+{{:pasted:20230605-115529.png}}
 -----
 **Deduction - Days Since Creation**
@@ Line 56: / Line 85: @@
 This widget displays a count of Open Deductions for specific time frames.  The Client Deduction Amount Open is also displayed.
-{{:pasted:20160919-100349.png}}
+{{:pasted:20230605-115323.png}}
 -----
@@ Line 63: / Line 92: @@
 This widget displays a count of users, companies, or products which are set up but don't belong in a group.  For example, the count associated with Product displays 30 in the screenshot below.  That means there are 30 products which do not belong to a product grouping.  The Contract Visibility and Claim Visibility Unmatched Grouping show a count of Users and Companies not assigned to a visibility group.
-{{:pasted:20160817-095745.png}}
+{{:pasted:20230605-115345.png}}
 -----
 **Inbound Feed Exceptions**
@@ Line 69: / Line 98: @@
 This widget displays a count of records in an exception state for each of the exception types listed.
-{{:pasted:20160222-172300.png}}
+{{:pasted:20230605-115443.png}}
+Note: The counts listed here are not clickable.  To see the exceptions, run the Export Master Feed Exceptions report from the Reporting menu.
+{{:pasted:20181011-120920.png}}
-Note: The counts listed here are not clickable.
 -----

Telus TPM Documentation

User Tools

Site Tools

Differences

Page Tools