Eximee Dashboard
Eximee Dashboard is an Eximee platform module used for managing tasks and cases in an employee (back-office) environment. It enables users to browse, filter, take on, and manage tasks and business processes that are carried out in the workflow system (e.g. Eximee BPMS). Main functions of Eximee Dashboard:
Displaying the list of tasks and cases,
Filtering tasks and cases by various criteria,
Viewing task and process details,
Taking on, forwarding, and releasing tasks,
Ability to withdraw from a process (if the process supports it),
Handling notes for cases and tasks.
Task list and case list
Task list
The task list displays individual tasks (so-called user tasks) within BPMN processes. Each entry corresponds to a specific task to be performed by a user or a group of users. Tasks may come from different cases, which means that the user sees all their operational duties in one place. From the list, it is possible to take on, forward, or release tasks, making it the main tool for daily work.
Configuration: Task list configuration
Case list
The case list presents overall business processes (cases) that may consist of many tasks. Unlike the task list, this view focuses on the business context - it allows analysis of the process state, its history, and related data. Each case represents a process instance and allows the user to track its progress from start to finish.
Configuration: Case list configuration
Tabs in the case view
Case data
Tab "Case data" contains key information about the selected case, allowing a quick preview of the most important process data, such as the case number, status, or creation date. It is configurable and allows the presentation of the most important business information without the need to browse process details.
Documents
Tab "Documents" allows browsing and downloading documents associated with a given case. The user has access to all files related to the process in one place, which makes working with documentation easier and speeds up task execution.
Notes
Tab "Notes" allows browsing and adding notes related to the case. This enables users to record important information, comments, or findings directly in the context of the process.
Configuration: Notes
Case history
Tab "Case history" provides a detailed insight into the course of the process by presenting all events related to the case. Events are divided into system and business events, and the user can additionally filter them by various criteria, such as event type, user, or date range. This tab is available from both the case list and the task list.
Configuration: "Case history" tab
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The form for handling a task in Eximee Dashboard is created in the same way as any other form, i.e. using Eximee Designer.
See the chapter describing business processes.
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