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

The Participant Welcome Screen organizes your Cases and Tasks as a "home base" for quick navigation to:

• View active Cases and Tasks alongside a list of processes you can initiate.

• Clearly view the status of Cases and Tasks.

• Filter and search the Case and Task lists.

• Case titles are now visible in both the My Tasks and My Requests sections for better context.

• Easily identify and manage high-priority tasks using the priority flag in the task list.

Welcome Screen for a participant

Administrators can configure custom Welcome Screens for Case participants. For example, members of different groups within your organization can have different Welcome Screens that best suits how each team works.

Watch the following product tour to learn more about the Welcome Screens.

Access your Tasks

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

My Tasks pane in the 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:

  • Self Service: Click the Self Service option to view Tasks that you can assign to yourself.

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

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

  • View All: Click the View All option to view all Tasks.
• Search for a Task by clicking the search icon .
• Click the icon to view the entire To Do Tasks page in a new window.
• Mark tasks as important by clicking the flag icon .
• Preview a Task by hovering over a task row, and then clicking the Preview icon for the Task to preview.

Access your Cases

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

My Cases pane in the participant Home Screen

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

• Filter by case participation by clicking the arrow icon next to the My Cases title, and then selecting the desired participation type:

  • As Requester: Click the As Requester option to view all cases you have requested.

  • As Participant: Click the As Participant option to view all cases you have participated in.
• Filter by case status by clicking the View All drop-down menu, and then selecting the desired case status:

  • View All: Click the View All option to view all Cases.

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

  • In Progress: Click the In Progress option to view Cases that are in progress.
• Search for a Case by clicking the search icon .
• Click the icon to view the My Cases page in a new window. Quickly filter your Tasks as follows:

Filter Tasks/Cases

Quickly filter your Tasks as follow:

1. Click on the View All drop-down menu from My Tasks.

2. Select to view self-service, in-progress, overdue, or all tasks.

Quickly filter your Cases as follows:

1. Click on the View All drop-down menu from My Cases.

2. Select to view all, completed or in-progress Cases.

Search for a specific Task or Case using the search icon as follows:

1. Click on the search icon to see the search box.

2. Search for a Case or a Task using a Case number or the Task name.

Start New Cases

From your Welcome Screen, quickly start your Cases from the Start New Case pane. The Start New Case pane functions similarly to the New Case screen.

Select a process from the list and click the Start button to start a case.

Start New Case pane in the participant Home Screen