Differences

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

--- home_page_widgets [2018/10/11 12:10] – lisa.maloney
+++ home_page_widgets [2026/07/10 18:04] (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**
@@ Line 13: / Line 15: @@
 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:20171110-125219.png}}
+{{:pasted:20230605-114759.png}}
 -----
 **All Contracts**
@@ Line 19: / Line 21: @@
 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:20171110-125425.png}}
+{{:pasted:20230605-114827.png}}
 -----
 **Contracts Approval**
@@ Line 31: / Line 33: @@
 **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:20171110-125846.png}}
+{{:pasted:20230605-114858.png}}
 -----
 **Contracts with No Activity**
@@ Line 39: / Line 41: @@
 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:20180601-095533.png}}
+{{:pasted:20230605-114927.png}}
 -----
@@ Line 46: / Line 48: @@
 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:20170505-121738.png}}
+{{:pasted:20230605-114945.png}}
 -----
 **Claims**
@@ Line 52: / 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 58: / 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**
@@ Line 64: / Line 66: @@
 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:20180612-184929.png}}
+{{:pasted:20230605-115043.png}}
 -----
@@ Line 71: / 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 77: / 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 83: / 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 90: / 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 96: / Line 98: @@
 This widget displays a count of records in an exception state for each of the exception types listed.
-{{:pasted:20181011-120828.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.
@@ Line 103: / Line 105: @@
 -----
+**__Home Page Charts__**
+New charts within TPM MM (Better reporting at your fingertips)
+When you first login after this sprint is pushed you will see this screen, to add your charts.
+{{:pasted:20260710-175932.png}}
+After you have them set up go Under Home, then Charts.  Just like Widgets you can choose charts you would like to see on the charts tab.
+ {{:pasted:20260710-180021.png}}
+All available charts are on the left side of the screen; you can drag and drop them to the right side to add them to your view.  You can change the order of them by clicking on the chart you want to move and drag it in the order you want.
+  * There are Admin charts these are only accessible to those that have this role assigned to them.  If you do not have the role assigned to you then you will not see the admin options for charts.
+{{:pasted:20260710-180110.png}}
+Make sure to hit save once you choose the charts you want to see.
+  * If you ever want to go back and change the charts you see you can click on your name in the right-hand corner and navigate to Charts.
+{{:pasted:20260710-180154.png}}
+Once set up click under Home on Charts to see them. The dates at the top are used for some of the charts, it will default to 1 year from today back.
+  * You can update these dates, but you can only choose 1 full year at a time.
+Below is a list of the charts available
+{{:pasted:20260710-180311.png}}
+*When the claim (or contract) sequences list opens you can choose one or many, then select copy selected button.  Go to the appropriate search screen.  If claims go to Claim (or Contract) search and copy the list in the claim search section. When you do this copy it will automatically add the delimiter needed to search for multiple claims in this example.
+{{:pasted:20260710-180403.png}}

Telus TPM Documentation

User Tools

Site Tools

Differences

Page Tools