Selecting a View

There are several views available for accessing PolicyTech features. However, you may not have access to all of the available views. Your administrator determines which of the views you can use.

Select a View

  1. In the navigation pane, select a view from the ones that appear in the navigation pane.

    View Description
    Home

    This view can contain a variety of at-a-glance information, including a message from the administrator and compact views of useful information and quick access lists of key documents.
    My Dashboard

    This view lets you choose from among several compact views called widgets to create your own dashboard.

    My Tasks

    This view lists your assigned tasks that are not completed yet (see Working with My Tasks).
    Documents This view is available with the Document Module. It allows you to find and list documents you have access to view by clicking Search, Browse, Favorites (see Marking a Favorite Document), or Recent
    Assessments

    This view is available with the Assessment Module. It allows you to find and list assessments you have access to view by clicking Search, Browse, or Recent.
    Campaigns

    This view is available with the Campaign Module. It allows you to find and list campaigns you have access to view by clicking Search, Browse, or Recent.
    Reports

    This view allows you to select from a list of reports that you have access to run (see Generating Reports).
    Settings & Tools

    This view is restricted to users who have been assigned the Administrator permission or certain other permissions.

  2. In the view, continue with the appropriate actions depending on the content type shown.