On log-in, the supervisor is presented with the Supervisor Workspace, which makes a number of alternative workspaces accessible from the navigation bar.
A list of all the users who report to the supervisor is displayed by default. This includes:
- All users in any organization unit that the supervisor holds a
lead position for.
- All users in any child units of any organization unit that the
supervisor holds a lead position for.
- All users who hold a position that reports directly or
indirectly to the supervisor's position.
The supervisor's calendar and shortcuts are also displayed.
If the supervisor does not hold a lead position in an organization unit, the list will contain only users whose positions report directly to the supervisor's position.
The alternative views available are:
- A list of users who hold a position within the supervisor's
organization units and users who hold a position that either directly
or indirectly reports to a position currently held by the
supervisor.
- A list of cases that are owned by users who reports to the
supervisor, owned by the supervisor, or supervised by the
supervisor.
- A list of the organization units that the supervisor holds a
lead position in, and their child units if the organization has
decided to include them in this view.
- A list of the work queues to which the supervisor's users are
subscribed.
Views are also provided for Cases With Issues, and Cases With Appeals if the Cúram Appeals module is installed.
The purpose of each of these lists is to provide overview information and a link to each of the individual workspaces. For example, on the users view, a View link beside each record leads the supervisor to the User Workspace for that user.
The information displayed for each list is:
- Case Lists
- Reference Number, Product, Primary Client, Start Date,
Status.
- User List
- Name, Number of Open Cases, Number of Reserved Tasks, Number of Assigned Tasks.
- Organization Unit List
- Name, Status, Date Created.
- Work Queue List
- Name, Number of Tasks in Work Queue.