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Esplora Panoptikon

Account Management
 
  • 1. Check the number of managed resources and of available coupons
  • 2. View and download the complete list of managed resources
  • 3. Select a resource on the basis of personal data
  • 4. Add a person to the records
  • 5. Modify personal data of the resource and his allocation in a team
  • 6. Identify the resources that have completed the assessment and view the related result

Account Management

1. Check the number of managed resources and of available coupons

Observe the Key activities indicators in the dashboard widget, check the number of resources to be managed, the number of assigned coupon and the available ones. Then, analyse the same data through the chart and define the fields you need to examine.

The dashboard widget shows you the Key activities indicators of “Account Management”.

You can view the total number of resources you are managing (“Resources”) and included or not in a team (“In a team/ out of a team”).

Moreover, you can check the number of assigned coupons and of available ones (resources “With coupon/no Coupon”).

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The same data are represented in the chart. You can graphically view the total number of resources (the grey column), verify how many are included or not in a team (“Team member” column) and have or don’t have a DReCT coupon (“DReCT coupon” column).

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Define the fields you need to analyze. If you need to focus your attention on the resources to be included in a team and without a coupon, switch on this specific field only.

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Account Management

2. View and download the complete list of managed resources

Observe the Key activities indicators in the dashboard widget, check the number of resources to be managed, the number of assigned coupon and the available ones. Then, access the main page to analyse the complete list in detail and download it.

The dashboard widget shows you the Key activities indicators of “Account Management”.

You can view the total number of resources you are managing (“Resources”) and included or not in a team (“In a team/ out of a team”).

Moreover, you can check the number of assigned coupons and of available ones (resources “With coupon/no Coupon”).

1

Access the main page to analyse the complete list of managed resources in detail (filters are not set by default). For each resource you can identify two main areas: “Resources” (including the name of the structure and personal details) and “DReCT” (where you can verify the “Team” of the resource, the “Status” and the “Result” related to DReCT tests ).

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Go down to check the total number of resources you are managing. The overall number is reported at the end of the list on the left.

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Then, you simply need to click on the export icon to download all the information provided by the system in excel format.

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Account Management

3. Select a resource on the basis of personal data

Observe the Key activities indicators in the dashboard widget, check the number of resources to be managed, the number of assigned coupon and the available ones. Then, access the main page to analyse the complete list of assessees in detail, select a specific resource on the basis of personal data and view the information provided by the system.

The dashboard widget shows you the Key activities indicators of “Account Management”.

You can view the total number of resources you are managing (“Resources”) and included or not in a team (“In a team/ out of a team”).

Moreover, you can check the number of assigned coupons and of available ones (resources “With coupon/no Coupon”).

1

The dashboard widget shows you the Key activities indicators of “Account Management”.

You can view the total number of resources you are managing (“Resources”) and included or not in a team (“In a team/ out of a team”).

Moreover, you can check the number of assigned coupons and of available ones (resources “With coupon/no Coupon”).

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If you are looking for a specific person, type the name or surname in the related field and click on “Apply”.

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Now, you can view and verify all the information related to the resource you have just selected.

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Account Management

4. Add a person to the records

Observe the Key activities indicators in the dashboard widget, check the number of resources to be managed, the number of assigned coupon and the available ones. Then, access the main page, view the complete list of assessees and add a new person to the records.

The dashboard widget shows you the Key activities indicators of “Account Management”.

You can view the total number of resources you are managing (“Resources”) and included or not in a team (“In a team/ out of a team”).

Moreover, you can check the number of assigned coupons and of available ones (resources “With coupon/no Coupon”).

1

Access the main page to analyse the complete list of managed resources in detail (filters are not set by default). For each resource you can identify two main areas: “Resources” (including the name of the structure and personal details) and “DReCT” (where you can verify the “Team” of the resource, the “Status” and the “Result” related to DReCT tests ).

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If you need to add a new person to the records, click the button “New resource”.

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Fill in all the mandatory fields and click “save”.

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Once the system confirms you that your data have been successfully added, you can view your resource duly included in the records.

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Account Management

5. Modify personal data of the resource and his allocation in a team

Observe the Key activities indicators in the dashboard widget, check the number of resources to be managed, the number of assigned coupon and the available ones. Then, access the main page, view the complete list of assesses and enter the detail of a specific person to modify his personal data and his allocation in a team.

The dashboard widget shows you the Key activities indicators of “Account Management”.

You can view the total number of resources you are managing (“Resources”) and included or not in a team (“In a team/ out of a team”).

Moreover, you can check the number of assigned coupons and of available ones (resources “With coupon/no Coupon”).

1

Access the main page to analyse the complete list of managed resources in detail (filters are not set by default). For each resource you can identify two main areas: “Resources” (including the name of the structure and personal details) and “DReCT” (where you can verify the “Team” of the resource, the “Status” and the “Result” related to DReCT tests ).

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Choose the person whose the details you need to modify and click the specific icon to proceed with the updating.

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You can now view all the details related to the allocation of the resource (“Structure”, “DReCT Team”) and personal details (“Name”, “Surname”, “Email”, “Login” and “Password”).

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Modify the information and click “update” once completed.

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You can now verify that the details of your resource have been updated on the basis of your needs.

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Account Management

6. Identify the resources that have completed the assessment and view the related result

Observe the Key activities indicators in the dashboard widget, check the number of resources to be managed, the number of assigned coupons and the available ones. Access the main page, view the complete list of assesses and focus your attention on the tests completed. Then, identify a specific resource to be analysed, choose the type of report you need to view and download it.

The dashboard widget shows you the Key activities indicators of “Account Management”.

You can view the total number of resources you are managing (“Resources”) and included or not in a team (“In a team/ out of a team”).

Moreover, you can check the number of assigned coupons and of available ones (resources “With coupon/no Coupon”).

1

Access the main page to analyse the complete list of managed resources in detail (filters are not set by default). For each resource you can identify two main areas: “Resources” (including the name of the structure and personal details) and “DReCT” (where you can verify the “Team” of the resource, the “Status” and the “Result” related to DReCT tests ).

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Focus your attention on the column “Status”. Here you can identify three types of status; “Activated” (if the coupon is active); “Completed” (if the test has been performed) and N/A (if the coupon has not been assigned).

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Use sortable column in order to view all the test completed in sequence and identify all the resources that have completed DReCT test.

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Identify the resource to be analysed.

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Then, click on the download icon and choose the type of report you need to view (“Short”, “Standard” and “Complete”).

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