3. Track and view your deposits 👀
Analyze the evolution of your program
Now that you can work as a team, let's look at how to access your records, view the progress of your program and the collection of your deposits.
The dashboard
The dashboard allows you to take the temperature of your program and has several parts. It displays a summary of the number of files:
In progress
Finished
Awaiting action
Number of days remaining
Number and size of files contained
Number of collaborators on the program
The part of the chart
The board also displays :
The evolution of the number of answers collected
The options for varying the evolution curve over time
The different steps and their progress
The tags
The Tags section
These tags present, for example, the files :
Validated
Retained
Rejected
The statistics part
This part allows you to take information from the files you have collected.
The statistics on the platform are based on the closed choice answers either :
Single choice
Closed choice
Drop-down menus
Deposits
The deposit section allows you to view the files collected and organise this information. The standard information displayed by defaut is :
The name of the holder
His/her email
The file reference
The status of the file
This part includes options that allow to see the files according to whether they are :
In progress
Finalised
To be released
Customised views
The plus button allows you to create customised views that improve the display of your interface. It includes :
A name
Columns to move according to your choice
The option to hide the information
The option to add columns
When the customised view created is set as the default, it automatically replaces the previous one.
You can create as many views as you want, and customise them to your needs.
Any questions? Need advice?
Do not hesitate to contact us directly via the support interface on the administrator platform! 😉
Configure your portal 🚀
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