Using the Dashboard
The Dashboard is the home page in K2 Portal. The contents of this page are personalised to your settings and preferences.
When using the Administrator Utility to update the Business Unit text, the Token_BusinessUnits should be used to show the correct pluralisation of the Token_BusinessUnit. Both tokens need to be updated.
The Dashboard can contain the following panels:
Use the Buildings panel to search for a building linked to your account.
Refer to Managing Buildings in K2 Portal for further information.
By default, the Business Units panel displays the top five business units marked as favourites in K2 or the top five alphabetically. You can view all associated business units by clicking the All Business Units button or entering the location's name (or part of the name) into the search box and clicking the Search button.
Refer to Managing Business Units in K2 Portal for further information on Business units in K2 Portal.
Up to two custom panels can be added to the Dashboard.
They can be managed on the Configurable Dashboard Panels tab in Portal Options (accessed by navigating to Tools > System Options and clicking the Portal Options button).
The Enable check box must be selected for the panel to display.
When a contractor signs into the Portal, the Live Orders chart is displayed. This displays the number of all live (not completed) orders by priority.
The colours and levels of priority are defined in Priorities Reference Data (accessed by navigating to Service > Service Request in K2).
Click the All Orders button to display the Orders screen, where you can view further information on managing orders. Refer to Managing Orders in K2 Portal for further information.
Use the Projects panel to search for existing projects using the full or partial name or number of a project.
Refer to Managing Projects in K2 Portal for further information.
Use the Service Requests panel to:
View the latest five requests you have made.
Add a new service request by clicking the New Request button (under the latest five requests)
View all service requests by clicking the All Service Requests button.
Refer to Managing Service Requests in K2 Portal for further information.
Use the Your recent 5 Notifications panel to:
View your latest five notifications
View all of your notifications by clicking the All Notifications button.
