Participant Welcome Screen

Learn what Home Screens are for Request participants, and how they organize your Tasks, Requests, and Process Analytics Reports.

Plan Availability:

Overview

Your Home Screen organizes your Requests and Tasks as a "home location" from which to quickly access the following:

• Access your Tasks

• Access Requests that you started and/or are participating in

• Start new Requests

Welcome Screen for a participant

Optionally, Administrators can configure custom Home Screens for Request participants that display in dashboards. For example, members of different groups within your organization can have different Home Screens that best suits how each team works.

Acesss your Tasks

From your Home Screen, quickly access your assigned Tasks from the My Tasks pane.

My Tasks pane in the Request participant Home Screen

The My Tasks pane functions similarly to the To Do Tasks page from the Tasks menu, including the following:

• Filter which Tasks to display by clicking the View All drop-down menu, and then select by which Task status to filter:

  • In Progress Tasks: Click the In Progress option to view Tasks that are in progress.

  • Overdue Tasks: Click the Overdue option to view overdue Tasks.

  • View All: Click the View All option to view all Tasks.
• Search for a Task.

• Click the icon to view the entire To Do Tasks page in a new window.
• Preview a Task by clicking the Preview icon for the Task to preview.

Access your Requests

From your Home Screen, quickly access Requests that you started and/or are a participant from the My Requests pane.

My Requests pane in the Request participant Home Screen

The My Requests pane functions similarly to the My Requests page, including the following:

• Filter which Requests to display by clicking the View All drop-down menu, and then select by which Request status to filter:

  • In Progress Requests: Click the In Progress option to view Requests that are in progress.

  • Completed Requests: Click the Completed option to view completed Requests.

  • View All: Click the View All option to view all Requests.
• Search for a Request.

• Click the icon to view the My Requests page in a new window.

Start a Request

From your Welcome Screen, quickly start your Requests from the Start new Request pane. The Start new Request pane functions similarly to the New Request screen.

Start new Request pane in the Request participant Home Screen