Introduction

SCView's My Dashboard is a comprehensive tool designed to streamline workflow and enhance efficiency for users by providing easy access to various modules and widgets. This guide aims to offer insights into navigating the dashboard features effectively, ensuring users can maximize productivity while managing forms, leave balances, time clocks, and more.

A. Problem Statement

Users often face challenges in utilizing dashboard features to their full potential, which can lead to inefficiencies and decreased productivity. Mismanagement of widgets, difficulty navigating modules, and inadequate understanding of permission settings may prevent users from fully benefiting from the SCView My Dashboard functionalities.

B. Solution

To address these challenges, this guide provides clear step-by-step instructions for managing dashboard widgets, accessing modules, and using essential functionalities such as the Requisitions, My Forms, Leave Balances, and Calendar widgets. By familiarizing users with these features, the guide empowers them to create a customized workspace tailored to their specific needs and role requirements.

Note: It's possible that not all widgets will be visible on your dashboard, as their availability depends on what your district has enabled for your specific dashboard configuration.

1. Expanding/Minimizing Widgets:
   • Click on the caret at the upper-right corner of the widget to expand or minimize it.
2. Removing Widgets:
   • Click the X at the top of the widget to remove it from the dashboard.
3. Restoring Removed Widgets:
   • Go to the top of the page and click the appropriate icon to restore a removed widget to the dashboard.
4. Rearranging Widgets:
   • Click and drag the widgets to your desired position on the dashboard.
5. Accessing Modules:
   • Use the module icons located on the left side of the page.
   • Click on any icon to navigate to the corresponding module.
6. Requisitions Widget:
   • Click on the Open Req Manager link within the widget to open the Requisitions manager page.
7. My Form Widget:
   • Right-click on a form to edit it, if you have the necessary permissions.
   • Use the New Form Dropdown to create forms (only forms you have permissions for will be visible). 
8. Leave Balances Widget:
   • Review the Leave Types and balances displayed for accuracy.
9. Create Forms Widget:
   • Click New Form to open a popup where you can select the Department and Document Type for forms you are authorized to access.
   • Utilize the Create eSign Request function from this popup.
10. My Pay Widget:
    • Access Tax Docs and Paystubs by clicking the green View hyperlink.
    • Use the filter feature to navigate through documents.
11. Calendar Widget:
    • Create a new leave request and check its appearance on the calendar.
    • Switch views between Day, Work Week, and Month to see your schedule.
    • Use Go to Calendar to move to the main Calendar page.
12. Clock Widget:
    • The Clock widget shows the correct current time.
13. Time Clock Widget:
    • Clock in and out by completing all required fields.
    • If a field is missing, an error message will prompt you to fill it in.
    • When Break Entry is set to None, no Break Time field appears.
    • Refresh positions following updates in USPS if necessary.
14. Workflow Summary:
    • Right-click on a queue to open it and proceed to the appropriate workflow queue for approval.

C. Best Practices

1. Regularly Customize Your Dashboard:
   • Frequently update your dashboard layout by rearranging widgets according to your current workflow priorities.
2. Ensure Permissions Are Set Correctly:
   • Verify that you have the necessary permissions for accessing specific forms and modules to avoid unnecessary delays or errors.
3. Efficiently Manage Widgets:
   • Regularly remove or restore widgets as needed to keep your dashboard clutter-free.
   • Use the expand/minimize feature to focus only on necessary information.
4. Maximize Widget Usage:
   • Utilize all available widgets, such as My Pay, Calendar, and Time Clock, to efficiently manage paystubs, scheduling, and work hours.

D. Troubleshooting

• Widgets Not Displaying Correct Data:
  • Ensure that you have the correct permissions and refresh the dashboard if needed.
• Inability to Clock In/Out:
  • Double-check that all required fields are completed and attempt to refresh the connection with USPS if problems persist.
• Difficulty Navigating Modules:
  • Confirm that module links are functioning properly and reload the page to resolve any navigation issues.

E. Related Articles

General: Site Settings 

General: My Profile

General: Navigation  

Conclusion

 The SCView My Dashboard is a versatile tool designed to enhance productivity through its customizable interface and comprehensive features. By following best practices and troubleshooting tips outlined in this guide, users can effectively manage their workspace, ensuring all pertinent information is readily accessible and workflows are optimized for maximum efficiency. Through regular engagement and customization of the dashboard, users will be better equipped to meet their organizational and personal performance goals.