Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

The following dashboards will show up automatically in your dashboard list:

  • GROUP DRILLTHROUGH MYSQL: For drilling down to the documents, folders and workspaces a particular group has access to.

  • DMS DOCUMENT DRILLTHROUGH: Drills into the document and metadata based on the DMS record.

  • DRILLTHROUGH DMS DOCUMENT HISTORY: Displays document history and actions based on the DMS record.

  • DRILLTROUGH DMS FOLDER: For drilling into a folder in the DMS.

  • DMS WORKSPACE DRILLTHROUGH: Drills into the workspace record.

By default, they are disabled for non admin users, and should be enabled to those users and groups that need them.

System Overview Dashboard

This new out of the box dashboard tab in the main CAM window shows useful information for CAM Administrators and gives you an easy way to navigate to the underlying data. This could include:

  • External System Health - is the External System connected and healthy

  • Approvals - counts of approval sent in and what statuses are they in?

  • Jobs - are they being processed? Do I need to intervene with any of them or retry them? Does the firm have an issue which needs to be investigated?

  • Provisioning - How busy is the firm? Are there any spikes I need to look at?

  • Data Sync - is it all running smoothly? Can I foresee any operational issues?

This is what the dashboard will look like for you:

image-20240924-015101.pngImage Added

Licensing and Permissions

  • Requires the permission View System Overview to be enabled

  • Licenses this will be available: C1, C2, C3, C4, C5, Provision, Manage, Move, Analyze, Protect, Comply.

Add a New Dashboard

  1. To add a new dashboard of widgets, click the New Dashboard icon.

...