Understanding Global Dashboard

Understanding Global Dashboard

Introduction

The Dashboard in the portal provides a quick overview of key information and actions. Here's a breakdown of what can be found and performed on this page:
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main-dashboard


My Jobs

  1. This section displays the jobs with the stage they are in currently on your portal and categorises jobs in 8 different statuses: Assigned, Work In Progress, Waiting For Response, Ready for Review, Pending Review Action, Ready for Peer Review, Peer review In Progress, and Peer Review Completed.
Notes
Note: This is only for Business Admin, Partner, Super user, and Manager.

jobs-by-status

Assigned Jobs

  1. This section displays the jobs with the stage they are in currently and are assigned to you. The statuses are categorised into 4 : Open, Work in Progress, Finalization and Complete.
assigned-jobs

Audit Jobs

  1. This section displays the jobs with the stage they are in currently for Audit and categorizes your jobs into six different statuses: Submitted, Open, Audit in Progress, Finalised, Completed, and On Hold. Clicking on any of these statuses will take you to the Clients > Manage Jobs page, where you can view and manage jobs with that specific status.
Notes
Note: This is only for Business Admin, Partner, Super user, and Manager.

audit-jobs

Jobs in Progress

  1. Here, you can see a list of the five most recent jobs.
  2. The information provided includes Client Name, Year, ABN, Auditor, Submitted Date, Stages, Client Contact, and the Source of import. Clicking on a Fund Name will allow you to View and Edit client details. 
jobs-in-progress

Internal Queries

  1. These queries are raised and resolved by internal staff and accounts within the firm. 
  2. The information displayed includes Client Name, Year, Query Heading, Query Status, Date Received/Responded, and a Follow-Up button. Clicking on the follow-up button allows you to respond to the query or take a follow-up action regarding the query.
  3. Recent Internal queries that have been responded to will be displayed under Responded queries.
  4. Recent Internal queries that have been received will be displayed under the Received queries tab. 
internal-query

External Queries

  1. External queries involve the external auditor's firm. 
  2. The information displayed includes Client Name, Year, Query Heading, Query Status, Date Received/Responded, and a Follow-Up button. 
  3. Recent External queries that have been responded to will be displayed under Responded queries
  4. Recent External queries that have been received will be displayed under the Received queries tab. 
  5. Clicking on the Follow-up button allows you to respond to the query or take a follow-up action regarding the query.
external-query

Collaboration

  1. This section displays recent activities performed by staff members in your account.
  2. It shows the Date, Time, Staff Member's Name, Role, Description (the activity they performed), and the Fund Name in which the activity was carried out.
  3. You can filter activities by selecting date ranges using the calendar widgets.
  4. By clicking on the View All icon, you can access a complete history page, showing all the activities performed from your account.
collaboration

Customise your dashboard view.

Step 1: From the Business dashboard, click the Settings icon under the Profile icon in the upper left corner.
Step 2: A selection box will appear with radio buttons. You can select the type of information from the available options to select what will be displayed on your Dashboard. To change the defaults, select the appropriate radio button, e.g. Assigned Jobs, then click Save.

dashboard-preferences

Step 3: The details displayed on the dashboard will update according to the selected preferences and be saved for future sessions.

dashboard-customisation

This guide provides a comprehensive overview of the Job Dashboard in SMSF Sorted and the various actions you can perform to manage your jobs and related tasks efficiently.
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To learn more about the process , explore best practices, and make the most of our features, please visit our Knowledge Base. You can also check our FAQ section for answers to common questions, or contact our Support team if you need any assistance.


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