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Introduction
The SCView Portal is designed as a comprehensive digital workspace, integrating various modules tailored to meet the specific needs of an organization. By granting access based on subscription and user roles, it ensures that individuals receive a personalized and relevant experience. This integration facilitates streamlined interaction with critical organizational functions via a user-centric interface.
A. Problem Statement
While the SCView Portal efficiently segments access and functionality based on user roles and permissions, this system presents challenges including potential confusion among users regarding access rights, difficulty in navigating the portal effectively, or dealing with errors arising from permission limitations. Such issues can lead to inefficiencies and reduced productivity as users struggle to utilize the portal optimally.
B. Solution
To address these challenges, robust user education, clear communication of roles and permissions, and an intuitive design of the user interface are essential. Additionally, implementing a responsive support system and regular updates to the portal based on user feedback can significantly enhance usability and user satisfaction.
Upon successfully logging into the SCView Portal, the user will be directed to their assigned landing page based on the modules that the database has a subscription to. Users can access any produced tile based on the specific role they have been assigned in the portal.
- Home Tab: The Home tab provides an analytical tool to track, monitor, and analyze every aspect of all available modules. It offers easily accessible widgets such as the time clock, forms, requisitions, etc.
- Search Tab: This tab allows users with specific permissions to search various documents related to their own documents. Note: The searchable documents are defined by doc type permissions under the user’s profile.
- Workflow Tab - Users can access and approve items that are sent to the workflow for approval, such as leave requests, requisitions, invoices, etc. Note: Users with workflow permissions are ONLY able to access this part of the site.
- Tools Tab - This tab provides access to all the core and advanced tools that you can run to execute tasks within your modules.
- Admin Tab - The Admin tab offers an interface where administrative users can manage users, emails, notifications, and other settings.
Note: Each tab is defined by specific user permissions that ONLY a site administrator can provide.
C. Best Practices
- Role Clarity: Ensure that each user is aware of their role and the corresponding permissions, possibly through an initial orientation or a reference document.
D. Troubleshooting
- Login Issues: Ensure usernames and passwords are entered correctly and check internet connectivity.
- Access Denied: Verify that the user has the correct permissions. If issues persist, contact the admin to review and adjust role settings.
- Navigation Problems: Consult the help documentation for guidance on using different tabs and their functionalities.
- Workflow Errors: Ensure all prerequisites for workflow actions (like approvals) are met and check if any updates or changes have been made recently that might affect workflows.
E. Related Articles
General: SCView Quick Tutorial
General: How to Login to SCVIEW
General: How To Make a Row Selection in SCView
Conclusion
The SCView Portal is a powerful tool designed to improve efficiency and task management within organizations. By understanding and adhering to best practices, users can leverage its full potential while minimizing common challenges through effective troubleshooting and use of available resources. Continual learning and adaptation will ensure that both users and administrators can maintain productivity and satisfaction with the platform over time.