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Selecting a View

The PolicyTech application contains several views for accessing PolicyTech features.

Note: The view displayed when you first log in is determined by a system setting. You can choose your own default view in My Profile (see Changing Your Profile Settings).

Home

If you see the Home option, click it to view a dashboard that 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.

Notes:

The Home dashboard is an optional feature that may not be currently enabled.
Your administrator can customize the Home dashboard to fit your organization's needs, so it will most likely contain different views than those shown above.

My Dashboard

If personal dashboards have been enabled, you will see the My Dashboard option that lets you choose from among several compact views called widgets to create your own dashboard. See Setting Up a Personal Dashboard for details.

Documents

If the Documents Module has been enabled, use one of the following views to find and list documents you have access to:

Search: See Searching for a Content Item.

Browse: See Browsing for a Content Item.

Favorites: See Adding and Viewing Favorite Documents.

Recent: Lists documents you've recently opened.

New: See Creating a Document (Overview)

Note: The New option is available only to the following: document owners, proxy authors, administrators.

Questionnaires

If the Questionnaire Module has been enabled and you are a questionnaire owner, proxy author, or administrator, use one of the following views to find and list questionnaires you have access to:

Search: See Searching for a Content Item.

Browse: See Browsing for a Content Item.

Recent: Lists questionnaires you've recently opened.

New: See Creating a Questionnaire (Overview)

Campaigns

If the Campaign Module has been enabled and you are a campaign owner or administrator, use one of the following views to find and list questionnaires you have access to:

Search: See Searching for a Content Item.

Browse: See Browsing for a Content Item.

Recent: Lists campaigns you've recently opened.

New: See Creating a Campaign (Overview)

My Tasks

This view lists the tasks you've been assigned but haven't completed yet. See Working with My Tasks.

Reports

This view lists all the reports you have access to. See the Generating Reports.

System Settings

You will see this option only if you've been assigned the Administrator permission or certain other permissions. See Working with System Settings.